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HILARY BECKERParticipant
Barbara, thanks for your response… I do actually have Google alerts set up! I also have one set up for elder fraud and most of those articles recommend a POA, trusted friend and/or financial advisor. Seems like many news publications have no knowledge of DMMs, which shouldn’t be the case 6 years after I started this career. I think more elder care professionals know about us on the local level but I’m interested in reaching those with a more tangential relationship to the elderly who can then recommend our services as well as their adult children.
That Kiplinger article is fantastic. I’ll be doing a presentation soon and I’ll print it out to cite from or use as a handout, thanks for the link!
(Btw Barbara, looked at your profile to see where you were located… I have a German Shepherd as well!)
HILARY BECKERParticipantKaren, I like the idea of commenting and I’ve thought about reaching out to the author of any pertinent articles (and I will try to do this) but as we know, owning your own business doesn’t leave much time for extra-curriculars! I feel like this is something national should be doing and isn’t.
I’m not sure what committees there are specifically but I would think there is (or there’s room for) one that would handle this, with the internet it’s not hard to find articles and reach out to journalists and we could sign up if we’re willing to be interviewed/profiled so AADMM could direct those writers to those of us in their geographic area. I want to see my dues going towards something tangible! That article Alison linked to is an example but it’s from 2 and a half years ago!The panel suggestion is good as well, I try to leave my materials places and I’m working on a few presentations in the new year.
HILARY BECKERParticipantAlison,
Thanks for that information… I really want to be able to use the title of Daily Money Manager without a whole explanation afterwards, especially since it’s hard to sum up in a few words. Looking forward to the website, etc!
HILARY BECKERParticipantWe Take Care of Your Files So You Can Take Care of Your Family. Not easy to come up with one but other’s advice is good about thinking about WHAT exactly it is that you do and what you want to convey.
HILARY BECKERParticipantTrish is in Chester (formerly in Flanders) and if she doesn’t travel that way she may know someone who does.
HILARY BECKERParticipantThank you, all of you 🙂
Roxanne, I’ll look around some more. I’ve been thinking of teaming up with someone to present at a library or senior center.
Caitlin, I’d rather not work remotely, I find that means adding on access to bank accounts etc that most clients at least in the beginning aren’t comfortable turning over. It’s a catch 22 as far as being mutually beneficial as well because I feel like I don’t have enough clients to offer to other professionals! But I will try that approach.
Jennifer, Thank you! I’ll look into your suggestions but I totally agree with your second paragraph… I’ve always been found by children or other professionals. Since I moved out here though I’ve met a ton of professionals but they never seem to have any clients for me even though they’re impressed by the idea of a DMM and seem to like me. I know it can take several times to get a rapport with someone but I’m finding it hard to believe they don’t know any clients that could use this service.
HILARY BECKERParticipantDone, thanks for the link!
HILARY BECKERParticipantI feel like we’re the only two who use this board Karen! I went through my linkedin and business cards but no one… Hope you found someone!
HILARY BECKERParticipantI use Timesheet as well. Happy with it for my purposes, makes it easy to add/adjust time and have separate rates for travel.
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