Celebrating 32 Years of Success!
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Celebrating 32 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!

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

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!

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.

Need Help Driving Traffic on Your Social Media Platforms?
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Need Help Driving Traffic on Your Social Media Platforms?

BySherry Carnahan

Try Posting Shareable Images! They say a picture says a thousand words and when combined with famous quotes, inspiration and useful tips they say even more. That’s why posting compelling Shareable Images has become an increasingly powerful tool that is known to drive traffic to your blog or website, garner likes, comments and better yet,…