DMM Notes Blog Posts

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.

Federal funds could be applied for and used by the caregiver to obtain respite, self-care (such as massages or gym memberships) that would make their lives easier. Several caregivers were overwhelmed by the paperwork and bill paying responsibility and wanted to use the funds for DMM services.

Writing thank you cards to clients is a powerful expression of gratitude. Here are a few steps to writing thank you cards.

Each year AADMM combines education and networking for Daily Money Managers to improve their skills and business. The AADMM Conference will be online November 2021, enabling more people to attend from the comfort of their home or office.

Scam Alert: The caller claimed to be from Adult protective services and wanted to verify client income information. This is clearly a scam.

This month, we will share the importance of client appreciation and include some suggestions on ways you can model how businesses can demonstrate their appreciation.

Background checks give our clients and referral sources a higher level of confidence and comfort in us as individual daily money managers. They also increase the credibility and integrity of our profession.

You know you’re a daily money manager when…

I’ve known from the beginning that social media for DMMs is important to develop exposure to potential clients and referral sources, but who has the time for all that posting, sharing, and commenting?

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,...