DMM Notes Blog Posts
This is a good time to discuss long-term care
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.
Area Agencies on Aging (AAA): A potential referral resource for DMMs who work with older adults
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.
Thanking our clients
Writing thank you cards to clients is a powerful expression of gratitude. Here are a few steps to writing thank you cards.
Why Attend the AADMM Annual Conference this Year
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.
Beware of Scammers seeking client information
Scam Alert: The caller claimed to be from Adult protective services and wanted to verify client income information. This is clearly a scam.
Giving Thanks, and helping our clients
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.
AADMM Background Checks: Why and How
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.
6 Signs That You’re a Daily Money Manager
You know you’re a daily money manager when…
Social Media for DMMs in Minutes a Day
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?
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,...