Follow Up After Lunch For Finance

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 |

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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