Giving Thanks, and helping our clients

Giving Thanks, and helping our clients

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...
AADMM Background Checks:  Why and How

AADMM Background Checks: Why and How

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...
6 Signs That You’re a Daily Money Manager

6 Signs That You’re a Daily Money Manager

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...
Social Media for DMMs in Minutes a Day

Social Media for DMMs in Minutes a Day

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...
Good News for Daily Money Managers

Good News for Daily Money Managers

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,...
And Now For Something Completely Different: Are You Prepared?

And Now For Something Completely Different: Are You Prepared?

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...