American Association of Daily Money Managers
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Daily Money Management Business Basics Recorded Webinars
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. We will not send the link until 7 business days after registered to allow time for materials to arrive. Registrants will have access to the recording for a five week time period. Specific dates will be noted on the confirmation email. Those who pay the non-member rate and subsequently join AADMM within one month of their registration date for the series, 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!”
Registrants will be notified on how to participate in a follow up email.
  The webinar series in non-refundable.
  Note: The fee includes the complete training course in five, one-hour previously recorded webinars AND a training manual. The training manual will be sent via priority mail, please allow 5-7 business days. After your registration is processed, you will receive an email confirmation with an access link to the webinars. We will not send the link until 7 business days after registered to allow time for materials to arrive.
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$0.00 AADMM’s Federal ID #: 52-1944683
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174 Crestview Drive . Bellefonte, PA 16823-8516
Phone: 814-357-9191 . Fax: 814-355-2452 . Email: