Marketing Tips & Tricks for DMMs

  • 1 Jan 2024
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Are you a new daily money manager looking for tips and best practices on how to market your business and connect with referral sources? Or, are you simply looking for some fresh ideas to add to your existing marketing strategy? On this one-hour webinar you will hear from two seasoned DMM professionals about the marketing practices that have helped them attract valuable clients. Participants will learn:

  • Definition of Marketing and why having a marketing strategy is important for DMMs
  • How to develop a marketing plan that targets your “ideal client(s)”
  • Suggestions for how to market at the various stages of your business (starting out, been in business for a while, a veteran)
  • Key marketing tools that set you up to be a professional in the prospects eye
  • Ideas that have worked and not worked (for us at least)
  • Some ideas to spark you into action!
This session is not eligible for credit toward CDMM® recertification.