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Ep 034: Becoming An Advisor and #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl Rowling: Many financial advisors - especially those with their own firms - are accustomed to identifying and solving problems. But this week’s guest, Sheryl Rowling, took that initiative to a new level by designing one of the most well-known rebalancing software

Ep 034: Becoming An Advisor and #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl Rowling: Many financial advisors - especially those with their own firms - are accustomed to identifying and solving problems. But this week’s guest, Sheryl Rowling, took that initiative to a new level by designing one of the most well-known rebalancing software

A partire dalFinancial Advisor Success


Ep 034: Becoming An Advisor and #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl Rowling: Many financial advisors - especially those with their own firms - are accustomed to identifying and solving problems. But this week’s guest, Sheryl Rowling, took that initiative to a new level by designing one of the most well-known rebalancing software

A partire dalFinancial Advisor Success

valutazioni:
Lunghezza:
72 minuti
Pubblicato:
Aug 22, 2017
Formato:
Episodio podcast

Descrizione

Sheryl’s firm Rowling & Associates was already a robust planning practice before she decided to design and launch a rebalancing software that would be affordable and simple to use. In this interview, she shares the challenges of running concurrent businesses, what she wished she knew before diving into the software world, and what she learned about life and work while managing two related but demanding ventures. She’s also a fierce advocate for work-life balance and has built a practice that allows employees to serve clients to a high standard while also carving out time for the rest of their lives. Sheryl shares the structure of her firm today, along with her hiring philosophy and how she manages such great, holistic relationships with clients. Get the full show notes and transcript for this episode at: www.kitces.com/34
Pubblicato:
Aug 22, 2017
Formato:
Episodio podcast