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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Aug 22, 2017

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

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