I had a follow up call with the financial advisor from Wednesday. She accepted my offer and we’ll work together. I’ll be reviewing her website, social media, and the approved marketing content she has available to use. I’ll also help with email strategy and honest feedback on what she is sending out.
This is “introductory money” and we’ll talk at the end of November to see how we want to go forward.
I spent the rest of the day on other work projects, getting this blog up to date, and taking a walk. It’s getting a little smoky around here since the state of California seems frequently on fire.