Subscribe

Can an adviser work remotely for a month?

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

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.

Subscribe or log in to read the rest of this content.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Vendors need to be held to a higher standard on privacy

Advisory firms should perform due diligence on how all their providers safeguard clients' personal information, including custodians, software and back-office services.

4 top surprises from the new tax law

Advisers can turn these surprises into planning opportunities this year.

Boost your reputation with content marketing

To choose a project, look at such factors as the market you're targeting and your expertise.

Year-End Tax Planning Strategies: 5 Essential Tips

While the new tax laws will complicate year-end planning, there are some steps people can take.

Tax Planning Mastery: 5 Strategies for Year-End Success

While the new tax laws will complicate year-end planning, there are some moves you can make for your clients

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print