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Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.

About Us

SCHEDULE A DISCOVERY CALL

Schedule a
Discovery Call

Take the first step in discovering if hiring a Financial Virtual Assistant is right for you.

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*
- RIA
- Fee Only
- CFP
- With a Broker Dealer
- I am breaking away from a Broker Dealer
- Hybird
- Other: Please list in comments below
Custodian: Check all that apply*
- Schwab
- TDA
- Fidelity
- SEI
- Equity Advisors Solutions
- SSG
- Altrust
- Betterment
- American Funds
- Other: Please list in comments below.
What CRMs/Workflow Management software do you use?*
- Redtail
- Wealthbox
- Salesforce
- Junxure
- Advyzon
- Insightly
- Asana
- Hubly
- Other: Please list in the comments below.
What Document Storage program do you use?*
- Sharefile
- NetDocuments
- Dropbox
- Redtail Imaging
- Google Drive
- OneDrive
- Docupace
- Engyte
- Box
- OneDrive/Sharepoint
- Google Drive
- Other: Please list in comments below
Financial Planning & Performance Reporting | Other Platforms
- Orion
- Morningstar
- Black Diamond
- eMoney
- MoneyGuidePro
- Right Captial
- Blueleaf
- Riskalyze
- Holistiplan
- AdvicePay
- Precise FP
- Other: Please list in comments below
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.
Comments or questions:
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Total Office, Inc.

Our Mission: To help Financial Advisors serve their clients without the added cost of hiring, training and maintaining an employee.

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About Us

Schedule a Discovery Call

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