This week I spent Tuesday through Friday in SLC between RIA office visits and time in our SLC office. Office visits included the following firms:

• Riggs Capital Management - Tony Riggs, Alma Farber, Cameron, Dave Gardiner
• Etrade Advisor Services
• Smedley Financial - James Derrick
• Soltis Advisors Thanksgiving Point office - Jeff Brimhall
• Wilson Financial - Kent Wilson, Thomas Fritz
• Lefavi Wealth Management - Michelle France

Met with our new rep, Shannon Gustason, from SalesForce.com to explore SilverPop integration and how to better utilize the CRM.

Met with Dave Mumert of Mt. Vernon Investment in our office on Friday. Dave runs a family office for Randy Trout and was passing through SLC. We've spoken a couple times to discuss WA and he wanted to see our offices.

Scheduled a couple appointments for TX trip in two weeks.