SCHEDULE A CONFERENCE CALL

Total Office, Inc. is currently accepting new clients and would welcome the opportunity to speak with you. To schedule a conference call, please complete and submit the form below. Someone will email you within three business days with a confirmed time for your conference call.



Sincerely,
Sherry Carnahan
Founder/President
Contact Information:         *Required Fields

Name:*

Firm Name: *

Address:

Email:*

Phone:*

Web Site:
What type of services are you contacting us about today?
Click all that apply:

Account Administration Support
Client Services Support
Marketing Support
To help us determine if we would be a good fit for you, please answer the following questions in regards to the type of business and services you need help with.:        
*Required Fields
Business Industry:
Number of Clients and/or books authored, which ever is applicable.:
What CRM do you use?:

Please check all that apply::*  

Author/Speaker
Fee Only Advisor
Broker Dealer Advisor
TD Ameritrade Custodian
Fidelity Custodian
Schwab Custodian
Other Custodian

Size of Firm:*

What is your current staffing situation?
How did you hear about us? *
What is your primary interest in contacting Total Office?

Conference Call Date/Time Preference
Conference calls are scheduled between 1:00 pm and 4:00 pm Eastern Standard time, except on holidays.   Most appointments are booked one week out.

First Choice:
Date:

Time:

Second Choice: 
Date:

Time:

Third Choice:
Date:

Time:

Comments/Questions:
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Conference Call

This Form is for Prospective
clients Only.

All other inquiries,
please use this link:

General Inquires

NAPFA

Are you a NAPFA member?

We are a NAPFA’s Members Only
Benefit Provider. To learn about our current offering, go to NAPFA’s Member Benefits
page or mention that you are a
NAPFA member when you contact us

Privacy Policy:
As an outsourcer to the Financial Services industry, Total Office, Inc. is committed to maintaining and safeguarding the confidential, integrity and security of personal information that is entrusted to us. We do not provide your personal information to mailing list vendors or solicitors. We will add you to our mailing list, with an “unsubscribe” link at the bottom of each email should you wish not to be on our list.

 

 

 

 

 

 

 

 

 

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