Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
As many already many of our clients and associates already know, we at Total Office usually spend a few extra days with our families near holidays throughout the year. We like to take advantage of our clients’ offices being closed to slip in a few days of vacation time. Our tradition is to work reduced…
Have you ever been on the phone with a client or in a web meeting when a question comes up that you need an answer to right away? If you’re already on the phone, you can’t call someone, and it wouldn’t be very professional to holler across the room for the answer. If the person…
Do you dream of taking off to Europe for the summer or planning a month long missions trip to India or a faraway place but are worried about leaving the office for that long? It’s no secret that hiring a virtual assistant can free up your time from having to hire, train and maintain an…
A Special Message From All Of Us at Total Office, Inc. We would like to take the time to express our sincere gratitude for the sacrifice our brave men and women of the U.S. Military give and have given to protect and keep us free. If you are one of the many men and women…
An Advisor of ours posed the question, “In light of the Equifax issues, have we experienced any problems with opening new brokerage accounts?” My immediate response would have been, “Negative” just because I hadn’t been having any problems with accounts. But to be certain that the accounts I have been working on were not the…