A Hidden Resource for Financial Advisors and CPAs
What You'll Learn
Financial advisors and CPAs are often on the front lines of helping clients navigate complex financial situations—but many are unaware of a valuable resource that can significantly enhance client outcomes: Daily Money Managers (DMMs).
Join Sharon Zissman of the American Association of…
Tom Dickson
Financial Experts Network
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Financial advisors and CPAs are often on the front lines of helping clients navigate complex financial situations—but many are unaware of a valuable resource that can significantly enhance client outcomes: Daily Money Managers (DMMs).
Join Sharon Zissman of the American Association of Daily Money Managers (AADMM) for an in-depth look at this growing profession and how it can complement your work.
In this session, Sharon will explain what Daily Money Managers do on a day-to-day basis, including how they assist clients with bill paying, budgeting, organizing financial records, and managing the administrative side of personal finances—particularly for older adults, busy professionals, and clients facing cognitive or health challenges.
You’ll also learn how DMMs collaborate with financial advisors and CPAs to create a more comprehensive support system for clients, helping to improve communication, reduce risk, and ensure financial plans are implemented effectively.
In addition, Sharon will review the education, training, and credentials of professional Daily Money Managers, as well as the standards upheld by members of the National Association of Daily Money Managers. She will also highlight the strength and reach of NADMM’s national network, making it easier to connect with qualified professionals across the country.
Whether you’re looking to better support aging clients, streamline financial oversight, or build a stronger professional network, this webinar will introduce you to a powerful—and often underutilized—resource.
*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC, RICP, and CDFA. CPA and EA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.