November is National Long-Term Care Awareness Month, and Thanksgiving is a good time to get your friends and family to think about long-term care. If you’re planning to spend time with aging parents and relatives during the holiday season, that can be a great time to...
The National Area Agencies on Aging, also known as AAAs were established under the Older Americans Act (OAA) which was passed in 1973 to provide older adults with the services and support needed to remain in their own home with dignity for as long as possible....
In this season of thanks, a traditional thank-you note to your clients shows your appreciation. Do your clients know you appreciate them? “People are not able to have in-person contact and the connections they’re used to, so they hunger for those meaningful...
The AADMM Conference will be online again this year, enabling more people to attend from the comfort of their home or office. Each year AADMM combines education and networking for Daily Money Managers to improve their skills and business. Undecided? Here is what...
Julianne Miller of Life Money Management reported a call seeking client information. The caller claimed to be from Adult protective services in San Mateo County and wanted to verify client income information. “I asked questions and he gave a client name which was...
Many DMMs who work with business owners and entrepreneurs are an invaluable resource for these clients throughout the year. This month, we will share the importance of client appreciation and include some suggestions on ways you can model how businesses can...
