by | | DMM Notes
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...
by | | DMM Notes
One of the benefits of participating in the AADMM branding initiative, under the expert guidance of Pat Heffernan and Dave Bowers at Marketing Partners, has been learning about social media marketing and how it can be used to promote our message, connect with new...
by | | DMM Notes
Much like the summer weather, our profession is heating up. And while many of us are looking forward to cooling temperatures this fall, I don’t expect demand for daily money management services to cool off anytime soon. So find some shade, pour a glass of lemonade,...
by | | DMM Notes
COVID-19: Be Prepared “Be Prepared” was the theme for AADMM’s 2019 Annual Conference. Who could have imagined last November in beautiful Savannah, GA how timely this theme could be? That time seems so long ago and innocent now as we attended sessions titled “Avoiding...
by | | DMM Notes
Across the world, people are facing decisions they’ve never encountered before. Economists are contradicting each other, many businesses are struggling, and people are beginning to revise their budgets. It’s at times like these when people who provide services to...
