RIA Webinar Presented by Morningstar®: “Leveraging Technology to Deliver an Exceptional Client Experience”

Join Morningstar® for “Leveraging Technology to Deliver an Exceptional Client Experience” on Wednesday, March 8 at 4 p.m. ET.

Are you having a hard time managing growth and bringing on new clients? Is the quality of your client service declining? Is work overpowering your personal or sleep time? Join this Morningstar® webinar to learn about simple steps you can take – with or without technology – that may position you to better serve your current clients, take on new ones, and still have a personal life!

Click here* if you would like to register for this webinar.


About the presenter:

Sheryl Rowling, CPA, is Head of Rebalancing Solutions for Morningstar®. In this role, she focuses on tax-efficient portfolio management strategies for Morningstar’s Total Rebalance Expert (tRx) software and serves as a subject-matter expert on tax-efficient investing, portfolio rebalancing, and advisor practice management. Sheryl has nearly 40 years of experience in the financial services industry. She has been named one of the nation’s top 250 financial advisors by Worth magazine and was named one of Accounting Today’s Top 100 Most Influential People in Accounting. She writes regular columns for the Advisors4Advisors.com, InvestmentNews, and San Diego Jewish World. Sheryl is also author of the book Tax and Wealth Strategies for Family Businesses (CCH, 2006).

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For institutional use only.