Blog Entries by Sheryl Rowling, CEO, Total Rebalance Expert

Getting Started With Social Media: Enlist Help!

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, October 21st, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

If you're an average RIA firm owner, you are in your mid 50's. That means you didn't grow up with computers, iPhones, the Internet, Facebook and LinkedIn. So, how can we advisors take advantage of the power of social media? Enlist help!..Read More »

Location Optimization

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, August 13th, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

In this article, I'm going to discuss location optimization. Location optimization, once you understand it, can be a great tool to save your clients tax dollars while differentiating yourself from the competition...Read More »

The surprising hidden value of automation

By Sheryl Rowling, CEO, Total Rebalance Expert on Wednesday, March 5th, 2014

Sheryl Rowling, CEO, Total Rebalance Expert

Software can add efficiency and reduce personnel hours. Everyone knows that. But there are other significant savings to be gained from automation. In fact, these hidden savings may very well outweigh the obvious benefits...Read More »

Technology to boost customer service and lift AUM? It exists.

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, December 10th, 2013

Sheryl Rowling, CEO, Total Rebalance Expert

If I told you that an affordable technology could help you provide better service to your clients and increase your assets under management effortlessly, would you be interested? There is such a product, yet most advisers are not utilizing it. I'm referring to ByAllAccounts...Read More »

Surviving an SEC Audit

By Sheryl Rowling, CEO, Total Rebalance Expert on Tuesday, November 19th, 2013

Sheryl Rowling, CEO, Total Rebalance Expert

This Wednesday, November 20th, at 2 pm Eastern, I will be presenting a webinar “Surviving an SEC Audit: Tales from a Very Recent Experience.” In this webinar, I will discuss SEC audit basics, what to do before the visit, preparing for the SEC exam, and more...Read More »

Seven Tips for Financial Planners Advising Same-Sex Couples in a Post-DOMA World

By Sheryl Rowling, CEO, Total Rebalance Expert on Friday, July 12th, 2013

Sheryl Rowling, CEO, Total Rebalance Expert

The Defense of Marriage Act (DOMA), which defined marriage as the union of one man and one woman, has been overturned by the Supreme Court and ruled unconstitutional. The federal government will now grant full legal status to marriages valid under state law, including same-sex marriages...Read More »