Back Office Support - Helping Financial Advisors grow their practice & serve their clients w/o the added costs of hiring, training or maintaining an employee.©
Akron, OH
Joined August 2009
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This is the situation in the office right now. ♥️♥️♥️ #fosterkitty #officekitty @oparuns @sherrycarnahan
A BIG shout out to our Acct Manager, Tracey Arp, who is celebrating her 6th work anniversary here at TOI! We are very blessed to have Tracey as part of our team. Not only do our advisors love her & all she does for them, but our whole staff love and respect her too. #financialva
#2 Sign that you need a financial virtual assistant
#you forget #transfers #openaccounts #updatebeneficiaries
Enjoy life (and these brownies) for a little #coffee break! Chunky Monkey Brownies: bit.ly/1RrGmJJ #recipe
From Our blog: Real or Fake?
Recognizing a scam and best practices to protect yourself and your clients.
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 practice
totaloffice.cc/real-or-fake/
Happy Friday! Our skeleton was fast at work today! We think he wants to head out early to enjoy his favorite holiday… #HALLOWEEN ! 🎃 #skeleton #halloweenfun #help4advisors #financialvirtualassistant #virtualassistantservices #financialvirtualassistants #totalofficeinc
This may appear to be @sherrycarnahan is teaching Liz something in Quickbooks, when in fact, Sherry is teaching Liz how to be part of the “Cat Lady Club”! Meow! 😹🐈🐈⬛
A BIG Thank you to Atlantic Wealth for the nice new coffee mugs! We love our coffee (and tea) and these will be a nice addition to our favorite mug shelf! #atlanticwealth #thankyou
We would like to take the time to express our sincere gratitude for the sacrifice our brave men and women of the U.S. Military give and have given to protect and keep us free.
"THANK YOU! We are so PROUD of you!!!
#veteransday #thankyou #serviceandsacrifice #miltary #veterans
We’re celebrating 30 years of success this month! Visit our blog to read how our founder @sherrycarnahan acted on a longtime vision of servicing clients all over the country while working from her office in Ohio.#totalofficeinc
totaloffice.cc/index.php/202…
From Our Blog: Our CRM Review for Advisors – 2021 Edition bit.ly/3occGEC?utm_campaign=… #advisors #CRMreviews
Drum roll please! Our highly anticipated CRM Review is finally here!
From Our Blog: Our CRM Review for Advisors - 2021 Edition totaloffice.cc/index.php/202… via @sherrycarnahan
"The secret of your success is determined by your daily agenda." -John C. Maxwell
#success #routine #JohnCMaxwell
