Forum Replies Created

Viewing 2 posts - 1 through 2 (of 2 total)
  • Author
    Posts
  • in reply to: Media coverage #13178
    Glotzer, Arlene
    Participant

    Great discussion that we NEED to have–and act on. Making the world aware of DMMs and what we do is an on-going task–one that needs to happen on the national level (I welcome more specifics re: articulated goals in reaching the media and related professional organizations makes sense and periodic reports back to membership on performance vs. goals.)
    In our daily work as DMMs we also have to take every opportunity to introduce our profession to other professionals. Just last week I approached a wealth manager at BNYMelon and continuing ed instructor who was a speaker at our Estate Planning Council plus two others in related fields. I find that saying “I’m a daily money manager. Are you familiar with the field?” And share the AADMM website. A good conversation starter and less “sale-sy”. Its “guerilla marketing” as I can’t commit to investing in teaching the world about us DMMs solo. What if each one of us adds comments on EVERY article we read and notify other readers as well as the writer/reporter that they should know about DMMs and include us next time. I did that with the WSJ (6/13/2016). To be honest, I took things into my own hands when I couldn’t get anyone on the national level to do so. It resulted in a second article in the Journal featuring DMMS.

    in reply to: ISO resource for viatical or life settlement #12855
    Glotzer, Arlene
    Participant

    Hi, Caitlin-
    Did you hear anything back from your friend? We are most interested in a broker–giving client access to a range of possible buyers and presumably the best price!
    Thanks!

Viewing 2 posts - 1 through 2 (of 2 total)
The owner of this website has made a commitment to accessibility and inclusion, please report any problems that you encounter using the contact form on this website. This site uses the WP ADA Compliance Check plugin to enhance accessibility.