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Job Scraps, Bits & Pieces

September 15th, 2011 at 10:45 am

I met this morning with the CFP/investment manager. While I was hoping that by this time, after 2 phone conversations and a detailed memo i sent him, that I could now reel him in and discuss a p/t position with him, it didn't really go that far. Yet, anyway. I did, however, succeed in securing a small first job from him involving my interviewing him and writing an article that will appear as an insert in a local newspaper.

We'll probably do the interview sometime next week. So it's a job, one that could to more if he gets any kind of positive response from it.

I sense he's being very cautious about spending money. Can't say I blame him. But I've spent quite a bit of time brainstorming with him how to get clients in the door already.

I'm hoping to hear from the local ad agency about the editing assignment I turned in to them yesterday. It would be great to have either one of these jobs work out to something regular, because are, as I said, very local. The $ manager's office is 5 minutes away and the ad agency is a 15-minute drive. I hate long commutes.

3 Responses to “Job Scraps, Bits & Pieces”

  1. My English Castle Says:

    Has your CFP done any social-media publicity? I've seen several in our area who have established a Facebook presence. Wouldn't be my way, but not that social-media attuned. We also have several around us who teach adult-education classes on investing hoping to find clients through the classes. Good luck with the other possibilities. We're all pulling for you.

  2. patientsaver Says:

    Thanks. That's interesting. Would you be able to point me to 1 or 2 of those CFPs who teach adult ed classes on investing?

  3. My English Castle Says:

    Hmm--I've never gone any further than looking at their course descriptions in our local rec department catalog. When I pulled out the catalog today, I'm finding they're mostly local securities brokers not CFPs.
    And some of them could use some help in their website design. There's one who seems to 'specialize' in college planning and teaches classes about finding scholarships etc. His site is http://www.bradbaldridge.com/ which wasn't listed in the course catalog, but I found by googling his name.

    I did find this one--which looks a lot more professional: http://financialharvest.com/team/david.html

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