Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
Dear Reader,
From our family to yours, wishing you and your family a very safe, warm and Happy Thanksgiving!
PS Just a reminder that our office will be closed for the holiday beginning Thursday, Nov. 23rd and returning Monday, Nov. 27th.
Happy Thanksgiving!!
James and Sherry Carnahan
and the entire Total Office, Inc. Family
The aim of marketing is to know and understand the customer so well that the product and service fits him and sells itself. – Peter Drucker Several years ago we had a new client by the name of Jed* who was a financial advisor. Prior to hiring us, he had spent a lot of time…
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…
Dear Readers: 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. This year, our office will be…
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…
By Sherry Carnahan, aka David Drucker’s Assistant Editor’s note: This article was published one year ago today in honor of our long time client David Drucker. We thought it would be fitting to publish it today. We hope you enjoy reading a bit of our history. The Financial Services Industry will be losing a great…
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 26 years ago that I acted on a longtime vision of servicing clients all over the country while working from my office in Ohio. Personal computers and the…