Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
Another TOI team meeting in the books On Friday, February 7, 2025, we gathered at Galaxy Restaurant in Wadsworth, OH for our 1st quarterly team meeting of 2025. As usual we had a great time and we got in some important training, laughs and fun. Our morning started off with a ‘social hour’ so everyone could…
Real or Fake? Recognizing a scam and best practices to protect yourself and your clients.
It is no secret that cyber-crimes are on the rise. With AI on the scene, it is easier than ever for cyber-criminals to create convincing correspondence and documents to facilitate scams. It can be incredibly difficult to distinguish the real from the fake.
We are highlighting two of the most common types of scams that we encounter here at Total Office, Inc. (TOI) and sharing red flags and best practices that could help you recognize a scam and protect yourself and your clients.
It’s been three years since our last review on cloud storage and file sharing platforms. With so many updates and platforms to choose from, we knew it was time for another review of the most common cloud storage and file sharing platforms that we work with every day. For those that are searching for a…
Often the new year comes with fresh ideas and new goals, and we’re always excited to do our part to help you bring them to life! Spring is a great time to get a head start on those projects and get setup for success. Our team has built in additional project capacity during this time…
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?
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…