Daily Money Management Business Basics Workshop
Friday, November 7
9:00am - 4:00 pm

Who should attend:

AADMM is providing this one-day workshop 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 workshop 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

What will it cost:

The workshop is being offered at a rate of $240 for members of AADMM and $275 for non-members. Non-members that subsequently join AADMM within one month of the workshop will receive a $25 discount on the membership fee. The 9:00 am to 4:00 pm session includes a networking lunch. For those who arrive the night before, a special group rate is available at our meeting site hotel.

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

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!”

Tentative Schedule  

For more information about the Business Basics Workshops, please visit http://www.aadmm.com/business_basics.htm

2008 Annual Conference