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 »
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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 »
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 »
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 »
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. In other words, technology dollars are considered an expense rather than an investment...Read More »
Remember that sometimes the human element – understanding our clients, their goals and their motivations – is often more important than detailed computations...Read More »
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 »
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 »
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 »