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
Your CRM is a powerful tool that can help you send out a blast email to all of your clients at the touch of a button.
Leveraging these tips, you can extract more value from this important piece of software.
It's not a question of when something wears out; it's a question of when it becomes outdated.
Here's what one adviser did after her son had his identity stolen.
No matter how well you know your clients, don't shortcut security procedures.
Client categories like DIYs, validators and delegators don't fit younger investors.
Testing out a couple 'yellow pad' apps leads to the discovery that it's not so hard after all.
A virtual person puts the wow factor into a vendor booth; advisers can use the idea in their practices
Where do you fall on the technology-adoption scale — and where do you want to be?
For the author, it's OK this week because the game's founder is donating to Nepal earthquake recovery.
