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
Adviser Sheryl Rowling is and is trying to decide about going further with technology.
Given the rapid pace of changing demographics and technology, advisers need to change their approach to client communication, particularly client meetings.
New advances mean many things have been replaced, but we still need to take time to relate to each other.
Advisers need to focus on mission-critical functions, such as meeting with clients and marketing.
You know when it's time to upgrade your smartphone but is the latest iPhone the way to go?
Entrepreneur goes where life is slow and the Internet is slower.
Online database makes avoiding complicated tax savings a thing of the past.
Software can make these labor-intensive strategies a breeze.
Blogger goes where life is slow and the Internet is slower.
Three steps to take to help clients understand their financial situation and investment strategy options.
