Schedule a Discovery Call

Please complete and submit the form below and someone will contact you within three business days to schedule our call together. We look forward to learning more about you and what your needs are.

Firm Name*

First and Last Name*

Email address*

Phone Number

Address

Street Address City State ZIP Code

Website

Type of Advisor: Select all that apply*

Custodian: Check all that apply*

What CRMs/Workflow Management software do you use?*

What Document Storage program do you use?*

Financial Planning & Performance Reporting | Other Platforms

What is your current staffing situation?*

What is your primary interest in contacting Total Office?*

How did you hear about us?*

If you are with a Broker Dealer or Breaking Away from one, please list your Broker Dealer's Name.

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