One Year on the PortfolioMinder Team

Claire Giordano wrote a great post about habits and getting back in the habit of writing blog entries. I know I really want to start writing regularly again. My excuse is that I have been incredibly busy at work. At first I wrote "I’ve been busy at the new job" but I can’t really say that any more. I’ve been at Intuit a year now. It has been one of the busiest if not the busiest year of my working life. When I look at our progress on a day to day basis it seems slow. But when I look back over the past year the PortfolioMinder team has accomplished a lot. We  launched PortfolioMinder and are supporting automatic downloads from Schwab and TD Ameritrade.  We are building a customer base and most importantly we are learning a lot about the financial adviser market.

I am especially proud of the customer care team and the support we are providing. Since I am the Customer Care Manager for PortfolioMinder I may be biased but I think the support team we have created for PortfolioMinder is awesome. The team is a virtual team who are mainly financial planners and are located all over the U.S.  The expertise we are developing and the understanding the team has of the needs of advisers is very special. I really enjoy working with this team of great people.

I often think about what it takes to develop habits. In addition to getting back in the blogging habit I would like to get in the habit of lifting weights and exercising daily. I have been in this habit in the past but I let it slip. I really need to focus again on what is important. Exercising must certainly be on that list. I don’t understand why it is so difficult.

Ronni Bennett wrote about habits today in her Time Goes By Blog. She recently moved and says that moving spurs you to change your habits. I wonder what else is a catalyst to changing habits and what catalyst I can use.

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.

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