AADMM
   
American Association of Daily Money Managers

Business Basics Recorded Webinars

$275.00

The Business Basics Recorded Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession.

Description

Who should attend:
The Business Basics Recorded Webinars are designed for those who are considering Daily Money Management as a career or those who are new to the profession.

The purpose of this session:
The webinars set forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis. At the end of this series, you should be able to:

  • Explain what DMMs do
  • Identify the traits and skills needed to be an effective DMM
  • Understand the steps needed to establish or build a client base
  • Understand the steps needed to jump-start the business

Program outline:
The series consists of five, one-hour webinars that will cover:

  • What is Daily Money Management
  • Skills and Traits Needed
  • A Day in the Life of a DMM
  • Defining Your DMM Business
  • Starting Your DMM Business
  • Growing and Marketing Your DMM Business
  • Fees, Pricing and Billing Practices
  • Ethical Considerations
  • What AADMM Can Do For You

What it will cost:
The cost is $240 for members and $275 for non-members which includes the five webinars and training booklet. Non-members who subsequently join AADMM within one month of the date they submitted their registration materials will receive a $25 discount on the membership fee.

What past attendees say about Daily Money Management Business Basics:
“There was so much information – a wonderful workshop.”
“I felt like I put a lot of thought into the details of my DMM business; your session hit on all my topics and reinforced my strategies!”
“I appreciated the real life experiences that were shared.”
“Very beneficial – AADMM is a very professional organization!”

The information presented here is not intended to substitute for legal, accounting, tax or other professional advice. Probate and contract law varies form state to state. All members are advised to obtain advice from professionals in his/her own state. Any information and reference materials recommended by other members should not be relied upon as being comprehensive or error free. Any legal documents shared by members should be reviewed by an attorney in the member's home state.
The user assumes all responsibility and risk for the use of this website. Under no circumstances shall the American Association of Daily Money Manager (AADMM), its board members, or management team be liable for any direct or indirect damages that result from the use of information posted on the website. Reference to any products of services are for convenience only and do not constitute an endorsement of AADMM.