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Follow Up After Lunch For Finance

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A thank you note is really a sales letter in disguise. On the surface, you're writing to say "thanks." But underneath, you want something: a job, a consulting assignment, a media placement, another meeting.
Therefore, use the thank you note to sell. "I had almost forgotten how stimulating business luncheons are" translates to the reader as "You are a very stimulating person to be around." (Appeal to ego.)

Richard summarizes his life's work in one paragraph! He defines the market he's looking for (smaller organizations) and asks for referrals in a soft-sell way. He ends with a strong close ("I will call you") and signs off cheerfully.

Send a thank you letter to every person who offers you any kind of assistance in your quest for success. All the job-hunting books say to do so. Few job-seekers ever do.

102 Stewart Street | Seattle, Washington 98101
H: 206-441-4100 | C: 206-759-1855 | rbaird@yhaoo.com

December 14, 20—

Mr. Norman B. Ferris
Certified Financial Planner
Ferris & Associates, Ltd.
1020 East Joseph Street
Seattle, Washington 98102

Dear Norm:

I thoroughly enjoyed our discussion yesterday. I had almost forgotten how stimulating business luncheons are. I sincerely appreciated your time and interest.

Even though I had the opportunity to tell you a little about my background, the enclosed resume will provide further detail. Briefly stated, I have 18 years' experience in financial management including controllership, treasury, planning and administrative responsibilities. I have worked with large and small organizations in automated and manual financial systems environments. My management responsibilities ranged from 2 to 20 people and I am equally effective in "hands on" or staff management roles.

I am looking to the "smaller" organizations which employ between 300 and 500 people. I believe these organizations offer the opportunity to make significant contributions and reward hard work with increased responsibility.

Norm, I would appreciate your reviewing the resume and mentioning my qualifications to your business associates. You could also assist me by providing the names of two or three people to contact and discuss my career plans and objectives. I will call you within the next week to discuss this.

Again, thank you for your time and consideration. Best wishes for a Happy Holiday Season and Prosperous New Year.


Richard T. Baird

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William S. Frank, M.A.,
25 Reasons I love consulting.
by William S. Frank
  1. Brand. You are your own brand, and you can define it any way you want. For many years, I provided outplacement to the ex-employees of Schlumberger, the world's largest oilfield service corporation. When departing employees left the company, they didn't request outplacement in their severance package. They said, "I want Bill Frank."
  2. Demand. The world will always be full of terrible problems that need solving.
  3. White Hat. I can be a helper and get paid for it.
  4. Pay. I can be paid to do things I'd gladly do for nothing.
  5. Variety. Every day is different.
  6. Happiness. At this stage of my career, I only work for people I respect and care about. If a client micromanages me or is otherwise no fun, I complete the assignment and replace them.
  7. Talent. I'm using 110% of my talents and stretching myself to the max.
  8. Change. I can change my focus any day I want. If you're a McDonald's franchisee, you don't say, "Hey, I've got this great idea for a meatball sandwich—let's try it out today." In consulting you can adjust your focus hour-by-hour, as long as your clients still understand and appreciate what you do.
  9. Income. No one else would pay me as much as I pay myself.
  10. FUN. I can't think of anything I'd rather be doing.
  11. Retirement. I can write and consult as long as I am physically and mentally capable. Peter Drucker worked into his 90s, and when asked which book was his best, he said: "My next one."
  12. Job Security. Although clients come and go, no one can come into my office and say, "Pack up your stuff . . . You don't work here anymore." In 29 years, I've only had one employer: ME.
  13. Travel. I don't have to travel unless I decide to. I travel if it's both FUN and profitable—or at least FUN.
  14. Commute. I live five minutes from my office, a corner office in an upscale six-story tower. In winter, I leave a heated garage at home and drive to an underground heated garage at work. There's seldom time to hear even one song on the radio.
  15. Vacation. Consulting is more fun than vacation (except on Wailea Beach in Maui).
  16. Friends. I have developed hundreds of close acquaintances and several lifetime friends.
  17. Time. I can work as much or as little as I like: four-hour days or 18-hour days. (Of course, my income will reflect that.)
  18. Employees. I can work with employees, subcontractors, partners, or alone—I've done it all.
  19. Passive Income. I've developed several products that provide "mailbox money." I earn while I'm sleeping.
  20. Ethics. I've never had to violate my values or personal code of ethics. I've never had to lie, purposely deceive or harm others, or promise things I can't deliver. I go to bed with a clear conscience. That doesn't mean there's never any conflict. But the conflict is conducted according to generally accepted business practices.
  21. Virtual. My career is fairly portable. With the Internet, e-mail, cell phone, and FedEx, I can work nationally, even internationally from my office—or anywhere in the world.
  22. Purpose. I make a difference in peoples' lives every day. I see it in their faces, hear it in their voices, and read it in their thank-yous.
  23. Experience. Every painful or joyful life experience makes me a better consultant. So does every person I meet or book I read. Grey hair can be good in consulting.
  24. Structure. I have to work very hard, and the clients expect superb results—but I get to structure my days, weeks, months, and years.
  25. Boss. Most of the time, I love my boss.
As I was posting these letters online, I realized I want to communicate my love for consulting. It's just a great business. The single letters, taken together, may create a picture of enjoyment, but in a burst of creativity I listed some of the reasons consulting is such a good fit for me—and perhaps for you, too. They are not prioritized; this is just how they came out.