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As September comes to an end, we are busy wrapping up the loose ends from the recent TD – Schwab transition. Overall, we felt the transition went very smoothly. Most of the issues we saw were fairly isolated or things we anticipated. Service team hold times are returning to normal as the new service team members that transitioned from TD seem to be gaining confidence and familiarity with the processes.
Since our last newsletter our team has been working closely with our TD Ameritrade Institutional advisors to help prepare them and their clients for the long-awaited conversion to the Schwab platform on September 5th. Our team has been diving deep into transition guides, attending webinars, talking with integration partners, and comparing notes to ensure we have…
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…
Imagine getting a call that one of your client’s has passed away and during the process of going through their accounts to distribute monies, transfer accounts and setup beneficiary IRA’s, 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…
Fallen Soldiers Army 1st Lt. Ashley I. White, Air Force Senior Airman Jonathan V. Yelner and Marine Lance Cpl. David S. Parr . These three special heroes touched our hearts long before the world knew of the sacrifice they would make. They were childhood friends and/or served alongside with one of our children in the fight for freedom and to keep our country safe.
If you’re going to work with a team, virtual or in-house, and you want to stay on top of tasks and know that things are getting done, you need a good CRM. It is what we at Total Office, Inc. (TOI) call “The HUB” for all things task, workflow, note and information related. It’s also the most requested “recommendation” question that we get asked by advisors. While there are plenty of CRMs to choose from, in our opinion, there are really only three CRMs for Advisors that we’d recommend considering.