CRM
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Our CRM Review for Advisors – 2021 Edition

BySherry Carnahan

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.

Growing Trend – Advisors Are Going Mobile in a Big Way!
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Growing Trend – Advisors Are Going Mobile in a Big Way!

BySherry Carnahan

Do you dream of taking off to Europe for the summer or planning a month long missions trip to India or a faraway place but are worried about leaving the office for that long? It’s no secret that hiring a virtual assistant can free up your time from having to hire, train and maintain an…

Celebrating 25 Years of Success!
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Celebrating 25 Years of Success!

BySherry Carnahan

Celebrating 25 Years of Success!   As we close out October and enter into November, I am reminded of what a special time of year this is for me. You see, it was twenty five years ago that I acted on a long-time vision of servicing clients all over the country while working from my…