Sheryl Rowling
Sheryl is a CPA/PFS with over 30 years of experience in tax and financial planning, investment management and wealth advisory services. Author of CCH publication "Tax & Wealth Strategies for Family Businesses". Connect on LinkedIn
Sheryl is a CPA/PFS with over 30 years of experience in tax and financial planning, investment management and wealth advisory services. Author of CCH publication "Tax & Wealth Strategies for Family Businesses". Connect on LinkedIn
Some ideas on what to send to clients, and how to do it
When in-office meetings are not practical, the need for personalized communication is heightened, and face-to-face communication can make the difference between keeping or losing a client.
Hit this year could be big as many client portfolios are down and funds project steep distributions.
In ultimate Big Brother fashion, Google will analyze your emails — both inbound and outbound.
Computers can take the place of people for some tasks, but that can free up employees to strengthen client relationships.
Sheryl Rowling says that after a few months working together, the two companies realized a closer relationship made sense.
Refreshing reminder on the industry's collaborative power at the Fuse conference
Advisory firms use technology for just about everything, and whether or not to automate what's left could generate debate.
Having to check the folder regularly becomes inconvenient and potentially dangerous.
From beginning to end, our days would be difficult, if not impossible without the tech tools we take for granted today.
