Blog Entries by Sheryl Rowling, CEO, Total Rebalance Expert

3 Questions with Sheryl Rowling on Holistic Financial Planning

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, September 8th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

In today’s blog, we interviewed Sheryl Rowling, CPA/PFS is chief executive of Total Rebalance Expert and principal at Rowling & Associates 5 questions on Holistic Financial Planning...Read More »

NextGen Investors Require Advisers Adopt New Classifications

By Sheryl Rowling, CEO, Total Rebalance Expert on Thursday, August 20th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

To be competitive, attract new clients and combat the robo-advisers, it is imperative that we adapt new service models focusing on two prospect pools (advice seekers and collaborate delegators) and embrace technology...Read More »

The Final Hurdle in the Challenge of Going Paperless

By Sheryl Rowling, CEO, Total Rebalance Expert on Thursday, August 6th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

It all started a couple of months ago: I wanted to completely eliminate paper in my office. The final obstacle was the yellow pad. For those who read my previous article on this subject...Read More »

How high-tech is your firm?

By Sheryl Rowling, CEO, Total Rebalance Expert on Thursday, July 23rd, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

Is there a limit to the number of high-tech tools we can use in our firms? Or are we trying to automate more than we should?..Read More »

The Challenge of Becoming Paperless

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, June 17th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

I frequently refer to my firm as a paperless office. All documents are stored online or PDF'ed on our CRM system. Tax returns are filed electronically. We receive clients' documents through our secure link. Yet we still purchase yellow pads...Read More »

When considering a new technology purchase, advisers tend to look at costs rather than benefits. That's risky.

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, May 20th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

When considering a new technology purchase, advisers tend to look at costs rather than benefits. In other words, technology dollars are considered an expense rather than an investment...Read More »

When Technology Doesn't Make Sense

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, March 24th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

Remember that sometimes the human element – understanding our clients, their goals and their motivations – is often more important than detailed computations...Read More »

4 Big Reasons Financial Advisers are Better than Robo-advisers

By Sheryl Rowling, CEO, Total Rebalance Expert on Thursday, March 12th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

The robo-adviser buzz is heavy in industry media, but I had to put in my two cents. It's true that robo-advisers can be competition, but, for the most part, we advisers still have it all over them. It's simply a question of communicating our value...Read More »

Benefit Your Firm and Your Clients

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, February 25th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

How many advisors are missing out on easily added new AUM with an opportunity to provide better service to clients? Managing outside accounts, like 401(k)s, can do both!..Read More »

Trends and Advice for 2015: Sheryl Rowling

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, January 14th, 2015

Sheryl Rowling, CEO, Total Rebalance Expert

As clients are becoming more knowledgeable about tax implications of their investments and more sensitive to tax costs, they are beginning to demand a higher level of service in this area. As a result, I’ve witnessed a greater number of advisors seeking to apply tax saving strategies to their portfolio management services..Read More »