Скачать или смотреть What is a Daily Money Manager?

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Video transcript:

So Daily Money Managers work with people that are either too busy, or just have a little bit of difficulty managing their day-to-day finances. Daily Money Managers come in all types and sizes, and we serve different markets. Some of us work with older adults or families. That's what I specialize in, is working with the adult children, and mom, and dad, and keeping everyone engaged. Other people work with business owners. Some work with high net worth individuals. So we do somewhat have some specialties in what we work with, and who we work with, and how we help them. So it's good to ask and think about what do you need when you're looking for a Daily Money Manager.