Account Adminstration

Account Adminstration | Business | Delegatation | Entreprenuership | How to delegate | How-To | Many hats | Organization | Outcourcing | Thinking Outside The box | To Do List | Virtual Assistant

Are You Wearing Too Many Hats?
BySherry Carnahan 2017-08-302017-09-13

Are you wearing too many hats? Most Advisors are! When advisors come to us they realize that they are wearing too many hats and want to delegate as much as they can but don’t know where or how to start. If you’re an advisor feeling that same way, you may find today’s article helpful. It…

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Account Adminstration | Back Office Support | Beneficiaries | Business | Client Updates | History | Practice Management | Processes | Technology | Thinking Outside The box | Total Office | Value-added | Virtual Assistant

Have Your Heard What’s New?
BySherry Carnahan 2017-01-092017-01-09

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…

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Account Adminstration | Processes | Retirement Accounts | RMD's

A Word of Caution for RMDs
BySherry Carnahan 2016-11-202016-11-20

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….

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Account Adminstration

Are You Wearing Too Many Hats?

Have Your Heard What’s New?

A Word of Caution for RMDs

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