Things are progressing well. Revenue has increased and I'm now ready to purchase or subscribe to a performance reporting tool. I'm currently looking at Morningstar Advisor Workstation Office Edition. This tool requires a 12-month subscription but before committing, I'm taking advantage of their 14-day free trial offer. I need to make absolutely sure it will meet my needs. I've had this in mind for some time but until now the cost has been a roadblock. Not that it is overpriced, more that my revenue wasn't adequate to justify the move. Now I am ready.
I had a bit of difficulty at first. Let me explain.
Again, I'm in the 14 day free-trial period, but had a technical issue where I was unable to view some of their training videos included in the program. The salesperson was trying to help me but it was really more of a tech support issue. The problem, it seems, is that tech support is only available for subscribers and not for those in the free-trial period. I became frustrated and was ready to walk away from the whole thing.