Building the team

My to do list is getting longer and longer as we approach the launch of PortfolioMinder. I’m torn between developing processes, building my technical expertise, creating an awesome team and helping move us towards product launch. I think the highest priority has got to be building the support team. The first group of agents are on board. they are really doing great. I think having people who are financial planners themselves provide support is going to work very well. I’ve got a lot of names and resumes lined up for when we are ready to bring on more agents too.

I think having the agents work from wherever they are located is going to work well. My experience with Sun’s iWork program (marketed exteranlly as Sun’s Open Work Practice) is proving to be a big help to me in creating the PortfolioMinder support program. Creating a sense of team work and community within the distributed team is high on  my priority list. I don’t think it can be rushed though. Real teamwork is something that develops over time not something that you can force. The team members are really helping each other and sharing their experiences. I’d say we are really off on the right foot. It will be interesting to see where we are a year from now.

Author: marionvermazen

I am a traveler, hiker, avid reader, Sun alumnus, computer geek, Spanish and French language student, knitter and genealogist. I am retired after working for almost 30 years in the Computer Industry. I live in Reno, Nevada with my husband Duke. View all posts by marionvermazen