Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
When we talk to our advisors during check-in calls, many times they tell us how much they love our Instagram and Facebook posts of the “behind the scenes” activities of their TOI team. So, for this month’s blog, we thought we would bring you into our world and show you some of the things our team has been up to in August.
We hope you will enjoy it. – James and Sherry
Real or Fake? Recognizing a scam and best practices to protect yourself and your clients.
It is no secret that cyber-crimes are on the rise. With AI on the scene, it is easier than ever for cyber-criminals to create convincing correspondence and documents to facilitate scams. It can be incredibly difficult to distinguish the real from the fake.
We are highlighting two of the most common types of scams that we encounter here at Total Office, Inc. (TOI) and sharing red flags and best practices that could help you recognize a scam and protect yourself and your clients.
As September comes to an end, we are busy wrapping up the loose ends from the recent TD – Schwab transition. Overall, we felt the transition went very smoothly. Most of the issues we saw were fairly isolated or things we anticipated. Service team hold times are returning to normal as the new service team members that transitioned from TD seem to be gaining confidence and familiarity with the processes.