Pioneering the Virtual Assistant Industry serving Financial Advisors Nationwide, since 1992.
As we settle into the month of October, I am reminded of what a special time of year this is for me [Sherry]. You see, it was 32 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 internet were not readily available at that time and the word “virtual” hadn’t been coined yet. How was it going to happen? God only knew!
As we enter into the month of October, I am reminded of what a special time of year this is for me. You see, it was 31 years ago that I acted on a longtime vision of servicing
Sherry’s Original 1992 Business Card
clients all over the country while working from my office in Ohio. Personal computers and the internet were not readily available at that time and the word “Virtual” hadn’t been coined yet. How was it going to happen? God only knew!
As we enter into the month of October, I am reminded of what a special time of year this is for me. You see, it was 31 years ago that I acted on a longtime vision of servicing
Sherry’s Original 1992 Business Card
clients all over the country while working from my office in Ohio. Personal computers and the internet were not readily available at that time and the word “Virtual” hadn’t been coined yet. How was it going to happen? God only knew!
If you’re going to work with a team, virtual or in-house, and you want to stay on top of tasks and know that things are getting done, you need a good CRM. It is what we at Total Office, Inc. (TOI) call “The HUB” for all things task, workflow, note and information related. It’s also the most requested “recommendation” question that we get asked by advisors. While there are plenty of CRMs to choose from, in our opinion, there are really only three CRMs for Advisors that we’d recommend considering.
What are three tasks you could assign to an assistant this week if you had one? And, what would YOU do with the extra time you’d gain? If just thinking of having extra time in your schedule brings you a sense of relief, that might be your first sign! Over the years, we have spoken…
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