Who Should Attend:

AADMM is providing this one-day workshop and webinars 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 training sets forth the components needed to perform the duties of a Daily Money Manager on a day-to-day basis. At the end of this session, you should be able to:

• Explain what DMM’s 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:

• What is Daily Money Management
• Skills and Traits Needed
• What do DMM’s Do All Day
• 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 will it cost:

The cost is $240 for members of AADMM and $275 for non-members. Non-members who subsequently join AADMM within one month of the workshop will receive a $25 discount on the membership fee. The on-site workshops run from 9:00 am to 4:00 pm and include a networking lunch. The webinar series consists of five, one-hour sessions.

Here’s 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!”