Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
Dear Reader,
From our family to yours, wishing you and your family a very safe, warm and Happy Thanksgiving!
PS Just a reminder that our office will be closed for the holiday beginning Thursday, Nov. 23rd and returning Monday, Nov. 27th.
Happy Thanksgiving!!
James and Sherry Carnahan
and the entire Total Office, Inc. Family
If you find that you’re often asking yourself “Where in the heck did I file that document?”, it’s probably not your memory failing but more likely that your filing system needs a makeover. Common sense suggests that having a folder for every type of document would make finding a particular document quick and easy, which…
With everyone thinking of fresh and new, now is a good time to send out a call for updates from clients on what has changed in the past year. From our experience, clients often make changes and forget to send those changes to advisors for updating. Things such as: Beneficiary updates Email, phone and address…
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…
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,…
A Special Memorial Day Tribute to Three Fallen Heroes: As we head into the Memorial Day Holiday weekend, our family is reminded of three very special people that have touched our hearts throughout the years. Fallen Soldiers Army 1st Lt. Ashley I. White, Air Force Senior Airman Jonathan V. Yelner and Marine Lance Cpl. David…
Imagine getting a call that one of your clients has passed away and during the process of going through their accounts to distribute monies, transfer accounts and setup beneficiary IRAs, it’s discovered that the beneficiary listed on the account passed some time ago. Or that the beneficiary field was left blank or worse, the beneficiary was never changed after a divorce. Can you imagine how distraught the ‘would be’ beneficiary would feel?