Want More Success and Freedom?

We help Financial Advisors serve their clients without having to hire, train or maintain employees.

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What’s your burden?

  • Stressed, sleepless and spinning your wheels?
  • Overwhelmed with important client service tasks that need done?
  • Overloaded with paperwork and follow-ups?
  • No time or desire to hire, train or maintain a new employee?
  • Not spending enough time outside the office?
  • No time to write that book, start that podcast, travel or start a new dream?

Trying to do it all by yourself can hurt your business growth and throw your personal life off balance.

Schedule a DISCOVERY call

Since 1992, Total Office, Inc. has been lifting burdens like these from Financial Advisors nationwide.

We could be the game-changer you need to get un-stuck, free up time, focus and to grow a wildly successful business. 

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Mentioned In

Our team of Financial Virtual Assistants are:

  • Full-time, W-2 Employees
  • Are fingerprinted, background, employment and credit checked
  • Use company provided, monitored, and maintained equipment
  • Work in a dedicated & secure office
  • Continually train and work with a variety of custodians
  • Work with a large variety of Industry specific software and platforms
  • Know the lingo and the ins and outs of getting things done within the industry
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What We Do

Client
Services

Client Onboarding
CRM Management
Client Meeting Prep
Post Meeting Wrap Up
Mailings
Special Projects
Run reports and other activities in eMoney, Orion, Black Diamond, Morningstar, Blueleaf and other programs

Account
Administration

Account Paperwork
Cashiering
Follow-up
Troubleshooting
TOAs
RMDs
Fee Billing
Alternative Investments
Custodial Transition Support
Client & Custodian Communication
and More.

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Best
Practices

Operations
Processes
Workflows
Thought Partner
Sounding Board
Strategic Planning

“Total Office has allowed me to delegate back-office tasks and focus on marketing and growth. They’ve been with me step-by-step through this journey of building and scaling my firm and I trust them to get things done the right way. Had I not partnered with Total Office, my firm would likely be stuck in neutral. Best of all — I like everyone at Total Office! They’re good people and I love that they’re on my team.”
Patrick King, CFP
Founder, Prana Wealth