Celebrating 31 Years of Success!
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Celebrating 31 Years of Success!

BySherry Carnahan

As we enter into the month of October,  I am reminded of what a special time of year this is for me. You see, it was 31 years ago that I acted on a longtime vision of servicing

Sherry’s Original 1992 Business Card

clients all over the country while working from my office in Ohio. Personal computers and the internet were not readily available at that time and the word “Virtual” hadn’t been coined yet. How was it going to happen? God only knew!

What My Dad Taught Me About Social Media Marketing
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What My Dad Taught Me About Social Media Marketing

BySherry Carnahan

What My Dad Taught Me About Social Media Marketing

Growing up I was blessed with a wonderful father who gave me valuable lessons for running my own business. He was a well-loved electrician who worked on televisions, radios, stereos and other electronics.

I remember when I visited him he would always have TV’s and radios stacked along the walls in the huge dining room in his home.  In those days he made house calls and if he wasn’t able to fix the device in the customer’s home, he would bring them back home to work on.

HONORING THE FALL: A Special Memorial Day Tribute to Three Fallen Heroes:
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HONORING THE FALL: A Special Memorial Day Tribute to Three Fallen Heroes:

BySherry Carnahan

Fallen Soldiers Army 1st Lt. Ashley I. White, Air Force Senior Airman Jonathan V. Yelner and Marine Lance Cpl. David S. Parr . These three special heroes touched our hearts long before the world knew of the sacrifice they would make. They were childhood friends and/or served alongside with one of our children in the fight for freedom and to keep our country safe.

Our CRM Review for Advisors – 2021 Edition
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Our CRM Review for Advisors – 2021 Edition

BySherry Carnahan

If you’re going to work with a team, virtual or in-house, and you want to stay on top of tasks and know that things are getting done, you need a good CRM. It is what we at Total Office, Inc. (TOI) call “The HUB” for all things task, workflow, note and information related. It’s also the most requested “recommendation” question that we get asked by advisors. While there are plenty of CRMs to choose from, in our opinion, there are really only three CRMs for Advisors that we’d recommend considering.