This is an exciting time for daily money managers in Wisconsin and across the nation! We're adding professionals to our industry in record numbers, and the AADMM Annual Conference in San Diego in November had the largest turnout ever! The conference itself was top notch in not only educational content, but also in opportunities to network and meet other DMMs.
As the AADMM Regional Coordinator for Southern Wisconsin, I had the privilege of welcoming several new DMMs to the group this year. It's great to collaborate and support DMMs in WI and elsewhere. Many DMMs work remotely with their clients who may reside in different states.
I have received several referrals of clients who live locally while their adult children live in another state. It is heartwarming to know that these families are able to enjoy their visits with their loved ones without worrying about paying the bills or opening stacks of mail.
Daily money managers are becoming better known by other professionals and are being utilized as a valuable addition to a client's financial team.
However, there is more work to be done to raise awareness about DMMs and the valuable work they do.
Barbara Boustead is a Licensed Clinical Social Worker and Daily Money Manager. She is the Founder of Mary's Daughter LLC and provides daily money management services to older adults and veterans who need assistance with their financial organization and bill paying. She can be reached at email@example.com or (608) 515-4083.
6709 Raymond Road, Suite 198
Madison, WI 53719