Practice Wise: How I Almost Lost a Client to a Broker
Sheryl Rowling shares some lessons learned.
Sheryl Rowling
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. Rowling has nearly 40 years of experience in the financial services industry. In addition to her role at Morningstar, she is the principal of Rowling & Associates, an investment advisory firm.
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