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Member Benefits

The following benefits are available for all individual and firm members. Each member of a firm receives these individual benefits. Unless indicated, there is no additional cost for the benefit.

Belonging to an association of daily money managers whose active members have all passed background checks.

  • Customizable directory listing on AADMM’s “Find a DMM” to market your daily money management business
  • Participation in regional groups and chapters for training, knowledge sharing, and client referrals
  • Chapters in NY and Atlanta with their own websites (additional cost)
  • Access to the “Virtual” regional group (Zoom meetings) for members not geographically close to another regional group or chapter
  • One free “live” AADMM webinar each year
  • Webinars (both live and recorded) with member pricing
  • Annual educational conference with member pricing
  • Quarterly free webinars designed specifically for new members
  • Mentor program (starts every fall and spring)
  • Business Basics and Business Accelerator courses (additional cost)
  • Certification program (not required for membership) with member pricing
  • Active online discussion forums for members to ask and answer your many questions
  • Marketing toolbox offering suggested marketing messages and free marketing material (cost if indicated)
  • Best Practices Library and Sample DMM Forms to use as you set up your business
  • Access to professional liability insurance customized for DMMs (additional cost)
  • Volunteer opportunities galore on AADMM’s board of directors, national committees, and chapters and regional groups if you’d like to help run our association and get to know your fellow members “up close and personal”

Retired members receive the above benefits except that their directory listing (“Find a DMM”) is limited to contact info only. Retired members are not required to pass a background check.

Firms get these additional benefits:

  • Find a DMM listing for each firm member belonging to AADMM
  • Same benefits as an individual member at a “lower per person” firm rate

Affiliate members – Please contact to find out more about the benefits of being an affiliate member of AADMM.



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