Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
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…
You may have a Twitter or LinkedIn profile, but do you know to use it as a marketing tool? The other day I overheard my husband, James, talking with one of our newest clients. This particular client mentioned that she’s had a LinkedIn and Twitter account but honestly, had no idea how to use it,…
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…
As 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 hours during…
While everyone is busy getting ready for the upcoming holidays, we here at Total Office, Inc. are busy helping advisors process their client’s RMD’s before the end of the year. This process includes auditing qualified accounts that are on automatic RMD withdrawal to ensure that they have been or will be taken out correctly….