Work has been super busy lately. Along with helping to support the PortfolioMinder pilot I have also started talking to potential PortfolioMinder customer care agents. I blogged a while ago about the unique approach that we are planning to take for agent recruiting and compensation. I have talked to some fantastic candidates. This is going to be great!
It has been interesting to see how people hear about the opportunity. One person read about it here on my blog, several have seen the posting on the FPA and NAPFA web sites, and others have picked up job descriptions I have taken to local FPA meetings.
Joel Bruckenstein just published an extensive review of PortfolioMinder in Financial Advisor Magazine. It is a great review. I did PortfolioMinder webinar for him a couple of months ago so it is kind of fun to think that I contributed to his review.
Marion's Blog 