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...
Former President George H. W. Bush famously once said, “I do not like broccoli. And I haven’t liked it since I was a little kid and my mother made me eat it. And I’m President of the United States and I’m not going to eat any more broccoli!”. As adults, we can choose...
I’m Karen R. Caccavo, and I’m a Daily Money Manager (also called a financial organizer). I woke up recently with an earworm that I couldn’t shake. What was the tune stuck in my head? Aha! It was the music on hold for E*Trade! After all, the day before, it was my...
