TechTalk

TechTalkblog

InvestmentNews takes advisers through the developments and innovations in technology that’ll change the way you do business today—and tomorrow.

Can an adviser work remotely for a month?

Will Sheryl Rowling be truly able to work with all the wonderful distractions available?

May 5, 2014 @ 8:55 am

By Sheryl Rowling

+ Zoom

I'm not as adventurous as Scott Leonard, author of “The Liberated CEO”, who sailed around the world with his family for two and a half years while running his RIA firm. However, I love traveling and want to be able to work while enjoying my life. So, the big experiment happens in May.

I have rented an apartment in Paris for one month with my longtime friend/employee. We are planning to work remotely while enjoying all that Paris has to offer. The carrots: Paris, wine, crepes, museums, cafes, architecture, and, did I mention Paris?

The pros:

• There is high-speed Internet (wired and wireless) in the apartment.

• We can remote into our computers.

• Our work phone is VoIP, so phone communication will be “as usual.”

• With the time zone difference, work will start at 4 pm – that's great for a night owl like me!

• We have access to cool tools – cloud programs (TRX, MoneyGuidePro, etc.), GoToMeeting, and Skype.

The cons

• Will employees really feel connected to me and my colleague while we're in France?

• Will clients adapt to Skype meetings?

• Will I be truly able to work with all the wonderful distractions available?

In keeping with Murphy's Law, life has added to other significant obstacles: One of my key employees has decided to move back to Boston in mid-May. And, I broke my foot on Thursday. The good news is that I don't need surgery. The bad news — I will have to maneuver through Paris on crutches or with my new knee scooter.

Sheryl Rowling is chief executive of Total Rebalance Expert and principal at Rowling & Associates. She considers herself a non-techie user of technology.

0
Comments

What do you think?

View comments

Recommended for you

Featured Research

The 2015 InvestmentNews Adviser Technology Study

This in-depth study provides a blueprint for the industry, providing actionable information to advisers, along with the latest solutions to help them drive profitability, efficiency and growth for their firm.

Featured video

INTV

Ed Slott: Tax strategies to help clients take advantage of market declines

When the markets decline or are volatile, it is an opportunity to put a few retirement savings strategies to work, according to Ed Slott, founder of Ed Slott's Elite IRA Advisor Group.

Latest news & opinion

Attorney blasts Finra after regulator loses insider trading case

Lawyer says it was 'slimy' of Finra to publicize the case while it was still being litigated.

Will Jeffrey Gundlach's Trump-like approach on Twitter work in financial services?

The DoubleLine CEO's attacks on Wall Street Journal reporters is igniting a discussion on what's fair game on social media.

Fidelity wins arb case against wine mogul but earns a rebuke from Finra

In the case of investor Peter Deutsch, Fidelity doesn't have to pay any compensation, but regulator said firm put its interests ahead of his.

Plaintiffs win in Tibble vs. Edison 401(k) fee case

After a decade of activity around the lawsuit, including a hearing before the U.S. Supreme Court, judge rules a prudent fiduciary would have invested in institutional shares.

Advisers get more breathing room to make Form ADV changes

RIAs can enter '0' in some new parts of the document before their annual filing next year.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print