88 min listen
Ep 034: Becoming An Advisor and #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl Rowling
Ep 034: Becoming An Advisor and #FinTech Software Entrepreneur While Running Your Own Advisory Firm with Sheryl Rowling
ratings:
Length:
72 minutes
Released:
Aug 22, 2017
Format:
Podcast episode
Description
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
Released:
Aug 22, 2017
Format:
Podcast episode
Titles in the series (100)
Ep 001: Entrepreneurial Persistence And Building a $200M AUM Practice with Rick Kahler: In this first episode, I have a conversation with Rick Kahler, a financial planner in Rapid City, South Dakota who built his own practice to a stable of 100 clients and $200M in assets under management. by Financial Advisor Success