LIVE-September Business Basics Workshop Webinar

Who should attend:
The Business Basics Workshop is 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 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 workshop, 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

Participants will be limited to 18 people. Please note the workshop will NOT be recorded.

Everyone will:

• be seen on the screen
• easily interact with each other and the instructors
• participate in exercises in small group breakout sessions
• have opportunities for socializing

Program outline:
This workshop will consist of two half-day sessions and 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 $295 per attendee and includes a training booklet which will be mailed to the address provided.

Presenters:Rebecca Eddy, CDMM, MBA, Eddy & Schein Group

Gloria Froman, CDMM, CSA, CCS-P, Let Me Get the Bill, Inc. 

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!”