Michael Kitces #FinTech

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

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.


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