I figured it out by trial and error with an emphasis on minimizing the errors !!

Once you are ready to hire there will be a lot of trial and error to find good people.

If you're interested let me know I can get you a 1 year free trial code. 

Not all banks can be synced.Go for the 30 day trial and see if it works for you.

I know they do a 7-day free trial so you can always test it for yourself, but from what I understand you can get an extended 30-day free trial with a member referral link, so here: https://www.monarchmoney.com/referral/d2xp9tbgyrNo pressure or anything, just helpful if you'd like to do 30 days instead of 7!

If you sign up for the free trial they will automatically charge you for a subscription (usually around $1100) and they will refuse to issue refunds or close an account.

You could read 100 books and still not know enough because certain things must be learned through trial and error.

You could read 100 books and still not know enough because certain things must be learned through trial and error.

.- Institute a 30-day trial period (before introducing them to the team) where you and agent get to know one another.

You could read 100 books and still not know enough because certain things must be learned through trial and error.