|
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
|
2009 Dates and Locations
Saturday, July 11
Salt Lake City, Utah
Holiday Inn & Suites
5001 W. Wiley Post Way
Salt Lake City, UT 84116
Phone: 801-741-1800
A limited number of rooms have been reserved. Call by June
22 to make a reservation.
Click here for Registration Brochure
Friday, November 6
(in conjunction with Annual Conference)
Baltimore, Maryland
BWI Airport Comfort Inn & Conference Center
6921 Baltimore Annapolis Boulevard
Baltimore, Maryland 21225
Phone: 410-789-9100
A block of rooms will be re-served for the Annual
Conference. Watch for Conference Registration materials. |
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 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.
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!”
|
