SOURCE: ByAllAccounts

ByAllAccounts

January 27, 2011 08:00 ET

ByAllAccounts to Host Webinar "Streamlining Your Practice for Profitability"

Total Rebalance Expert's CEO, Sheryl Rowling, Will Share Her Wealth of Experiences to Help Financial Advisors Maximize Clients' Wealth and Move Firms Toward Profitability

BOSTON, MA--(Marketwire - January 27, 2011) - As part of its thought leadership program designed to help financial advisors successfully serve and grow their firms and clients' wealth, ByAllAccounts, the financial advisors' choice for account aggregation, will hold a webinar on Thursday, January 27, at 2:00 p.m. EST. The webinar, "Streamlining Your Practice for Profitability," will feature Total Rebalance Expert's CEO, Sheryl Rowling. Participants may register here at http://tinyurl.com/4wfpqxa

Drawing on her 30 years of experience in taxation, financial planning, investment management and wealth advisory services, Rowling will share easy-to-implement tools to help brand firms as top notch as well as grow and retain clients. With a blend of software tools, marketing programs and tax-efficient investing techniques, Rowling will illustrate the best methods for advising and growing clients' wealth. 

Who: 
Sheryl Rowling, CPA/PFS; CEO, Total Rebalance Expert; and Partner, Moss Adams Wealth Advisors, San Diego, Calif. 

What:
Webinar entitled "Streamlining Your Practice for Profitability"

When:  
Thursday, January 27, 2011
2:00 p.m. - 3:00 p.m. EST
The webinar will last 45 minutes followed by a 15 minute Q&A. 

Where:
To register, please visit: http://tinyurl.com/4wfpqxa

About ByAllAccounts, Inc.
ByAllAccounts, the financial advisors' choice for account aggregation since 1999, is the only service that retrieves, enriches and consolidates reconciliation-ready account data from any custodian. ByAllAccounts' patented aggregation engine, through which more than $170 billion in assets flows, aggregates all client account data -- from any source -- within an advisor's wealth management platform or trust accounting system for a truly comprehensive view. Thousands of advisors rely on ByAllAccounts to save administrative time and costs, mitigate risk associated with having incomplete information and grow revenues through client referrals and new business development. ByAllAccounts integrates seamlessly with all of the most popular wealth management platforms. For more information, visit www.byallaccounts.com.

About Rowling
Rowling is CEO of Total Rebalance Expert, the preferred tax-efficient rebalancing solution for advisors, and a partner at Moss Adams Wealth Advisors. She is a registered investment advisor who has been providing fee-only tax, financial planning and investment advice since 1979. She was named one of the nation's top 250 financial advisors by Worth Magazine and one of the country's most influential CPAs by CPA Magazine. She has also received recognition as one of Accounting Today's 100 Most Influential People and as a 5-Star Wealth Manager by San Diego Magazine. She is a member of the American Institute of Certified Public Accountants, the California Society of Certified Public Accountants, the Association of CPA Financial Planners and the All-Star Financial Group. Rowling holds an M.B.A. in Finance and a B.S. in Accounting from San Diego State University.

Contact Information