AADMM
American Association of Daily Money Managers
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Latest posts
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November: Financial Tip of the Month
Emergency funds are more than just a rainy-day reserve—they are a vital part of your overall financial strategy. While investments and retirement accounts may come to mind first, a well-structured emergency fund provides stability and protection across life’s unexpected…
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CRM Systems for DMM Practices: Work Smarter
As a Daily Money Manager (DMM), your primary focus includes helping clients maintain financial independence, manage daily obligations, and navigate complex personal finances with confidence. It is rewarding work, but running a growing practice comes with a hidden burden:…
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AADMM Featured on the Untangling Money Podcast with Christina Grove
In a recent episode of Untangling Money, I'm joined by AADMM President Sharon Zissman joined host Christina Grove to explain what a Daily Money Manager is, who can benefit from their services, and how they help individuals and families stay on top of the day-to-day…
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Help Aging Parents with Finances — without Sharing Passwords
Help aging parents with finances without sharing passwords: trusted contacts, view-only account access, duplicate statements, and one secure family channel. The post Help Aging Parents with Finances — without Sharing Passwords appeared first on AADMM .
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Why AADMM Membership Matters
Learn how AADMM membership adds professionalism, ethics, ongoing education, background checks, and accountability when choosing a Daily Money Manager. The post Why AADMM Membership Matters appeared first on AADMM .
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The Financial Side of a Personal Injury Case
Learn how a Daily Money Manager helps injury clients organize medical bills, manage everyday finances, and maintain records while they focus on recovery. The post The Financial Side of a Personal Injury Case appeared first on AADMM .
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Divorce: Financial Organization During a Difficult Time
See how a Daily Money Manager helps individuals and divorce attorneys organize records, locate documents, build budgets, and manage financial transitions. The post Divorce: Financial Organization During a Difficult Time appeared first on AADMM .
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Help Elder Law Attorneys Bring Families to the Same Page
Learn how Daily Money Managers support elder law attorneys and families with organized records, accurate information, and ongoing financial oversight. The post Help Elder Law Attorneys Bring Families to the Same Page appeared first on AADMM .
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Estate Planning: Signed ≠ Done
See how a Daily Money Manager helps clients complete the financial tasks and document updates needed to put an estate plan into practice. The post Estate Planning: Signed ≠ Done appeared first on AADMM .
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The Missing Link Between Advice and Action – Keeping Clients on Track
Learn how Daily Money Managers help wealth advisors by keeping clients organized, prepared for meetings, and moving forward between planning sessions. The post The Missing Link Between Advice and Action – Keeping Clients on Track appeared first on AADMM .