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 Rowling
Displaying 128 results
YOUR PRACTICE FINTECH OCT 28, 2013
Conquering the e-mail beast

Here are three ways to deal with the ever-expanding mountain of electronic mail.

YOUR PRACTICE FINTECH OCT 23, 2013
iPad vs. Surface Pro: Which is best for advisers on the go?

For Sheryl Rowling, there are only three options when it comes to portable computing: An iPad, a Surface Pro, or a laptop. Which works best for you?

YOUR PRACTICE FINTECH OCT 13, 2013
Spend money to make money

Boosting revenue drives profitability better than decreasing expense.

YOUR PRACTICE FINTECH OCT 07, 2013
Technology to boost customer service and lift AUM? It exists.

ByAllAccounts helps capture 401(k) and other similar assets without banging the door down. A win-win?

YOUR PRACTICE FINTECH OCT 07, 2013
Using technology to reach out to clients

From mass email to GoToWebinar, what are the best practices?

YOUR PRACTICE FINTECH OCT 07, 2013
What's the best software you don't know about?

When it comes to portfolio management tools, there are a lot of options. Sheryl Rowling offers up one of her favorites.

YOUR PRACTICE FINTECH SEP 29, 2013
ReportCheck hits a home run

YOUR PRACTICE FINTECH SEP 24, 2013
TECH TALK: Confessions from an adviser who misses her BlackBerry

Sheryl Rowling is happy to embrace new technology, she's just not happy with the time and energy it takes to adapt to it.