Three tech tricks for functioning smoothly overseas

For Sheryl Rowling, a trip to France offers important tech lessons and insight into the work-life balance.
OCT 09, 2014
We have completed our first full work week in Paris. Aside from a few technology glitches, the distance issue seems to be going okay. The main issue, it seems, is discipline on my part! (Here's where the story starts: Can an adviser work remotely for a month?) The technology problems have been relatively minor. The challenges faced have been: • Although I could remote in to get my e-mails, when I tried to remote directly into my office computer, it didn't work. Our IT guy had just swapped out my computer for a newer, faster one, so I thought there might be some configuration needed. After contacting him, we discovered the source of the problem — somehow my work computer had been turned off. Another example of the first rule of technology: Make sure it's plugged in. • My VoIP phone was set up on all my devices — laptop, iPad and iPhone. For some reason, when it rang, I could never answer from the device I was on. It was easy enough to listen to the voicemail and call back, but it was frustrating. A little investigation revealed that I can only be logged in to one device at a time. (Note my description of myself below as a non-techie user of technology …) • A client meeting was set up at my office in San Diego. Clients and staff were present and I was to attend via Skype. Unfortunately, although they could see and hear me, I couldn't see or hear them. This was especially strange since it had worked fine a few days earlier. Rather than delay the meeting further, a resourceful employee grabbed his iPad and we were able to move forward. The Skype mystery, as it relates to my office computer, will need to be analyzed next week. As you can see, these tech issues were all easily remedied. What is difficult is moving from tourist mode to work mode on a daily basis. Because of the time zone difference, work should begin here by 5 p.m. or 6 p.m. That leaves all day for sightseeing and window shopping (OK, actual shopping too). The problem is that sometimes I don't want to stop by 6 p.m. Also, if I want to visit with one of my friends who live here, they are done with work just as I am supposed to start. It's definitely a trade-off. At this point, I have learned the following lessons: • You can't plan to work full-time remotely unless you are somewhere with nothing else to do. • Check out technology services before you need to use them. • Be respectful of your commitments in spite of the temptation to ditch out on a meeting to enjoy a longer dinner! This coming week brings more interesting situations — virtual attendance at a board meeting and a short trip to London! Sheryl Rowling is chief executive of Total Rebalance Expert and principal at Rowling & Associates. She considers herself a non-techie user of technology.

Latest News

Maryland bars advisor over charging excessive fees to clients
Maryland bars advisor over charging excessive fees to clients

Blue Anchor Capital Management and Pickett also purchased “highly aggressive and volatile” securities, according to the order.

Wave of SEC appointments signals regulatory shift with implications for financial advisors
Wave of SEC appointments signals regulatory shift with implications for financial advisors

Reshuffle provides strong indication of where the regulator's priorities now lie.

US insurers want to take a larger slice of the retirement market through the RIA channel
US insurers want to take a larger slice of the retirement market through the RIA channel

Goldman Sachs Asset Management report reveals sharpened focus on annuities.

Why DA Davidson's wealth vice chairman still follows his dad's investment advice
Why DA Davidson's wealth vice chairman still follows his dad's investment advice

Ahead of Father's Day, InvestmentNews speaks with Andrew Crowell.

401(k) participants seek advice, but few turn to financial advisors
401(k) participants seek advice, but few turn to financial advisors

Cerulli research finds nearly two-thirds of active retirement plan participants are unadvised, opening a potential engagement opportunity.

SPONSORED RILAs bring stability, growth during volatile markets

Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today’s choppy market waters, says Myles Lambert, Brighthouse Financial.

SPONSORED Beyond the dashboard: Making wealth tech human

How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave