Membership
Member Benefits
The following benefits are available for all individual and firm members.
There is no additional cost for these benefits, unless noted.
Networking
- Participation in regional groups and chapters* for training, knowledge sharing, and client referrals
- Access to the “Virtual” regional group (Zoom meetings) for members not geographically close to another regional group or chapter
- Access to Specialty groups which are unique to common target markets
- Active online discussion forums for members to ask and answer your many questions
- Volunteer opportunities: Serve on the AADMM board of directors, national committees, or regional groups to help lead the association and connect with fellow members.
* The NY and Atlanta groups are organized as Chapters which include dues for their own local websites (additional cost)
Marketing Support
- Customizable directory listing on AADMM’s “Find a DMM” search tool to market your business
- Marketing toolbox offering suggested marketing messages, sample brochures, power point presentations, logos, etc
Education
- Quarterly free webinars designed specifically for new members who joined in previous 2 years
- Book Club: Read & Learn Together
- AADMM webinar library: One free “recorded” webinar each year
- Options with Additional Fees:
- Webinars (both live and recorded) with member pricing
- Mentorship-6-month program; starts every fall and spring)
- Business Basics and Business Accelerator courses
- Annual educational conference with member pricing
Professional Association Credentials and Certification
- All members have a clear background check
- Over 600 colleagues with a variety of expertise to share knowledge and collaborate
- Obtain your Certified Daily Money Manager Certification (not required for membership)
Entrepreneurship
Support in creating and running your business through:
- Best Practices Library
- Sample DMM Forms to help you set up your business
- Access to professional liability insurance customized for DMMs (additional cost).
Retired AADMM Members:
Retired members receive the above benefits except their directory listing (“Find a DMM”) is limited to contact info only. Retired members of AADMM are not required to pass a background check. They may still have clients but are no longer taking on new clients.
Firm AADMM Members:
Firm members receive the above benefits including:
- 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 AADMM Members:
Please contact info@aadmm.com to find out more about the benefits of being an affiliate member of AADMM.