Office 365 Tip For Advisors: What To Do When An Employee Leaves An RIA

Wednesday, February 17, 2016 20:12
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Office 365 Tip For Advisors: What To Do When An Employee Leaves An RIA

Tags: advisor technology | employees | Microsoft Office 365 | practice management | productivity

Robert Clark’s one-hour session on administering Office 365 in an RIA received a four-star rating on our five-star system, which is a step down from usual 4.5-plus stars we usually garner.

So here's a four-minute snippet from the 66-minute class, which can save an RIA owner huge headaches, hassles and hard dollars.

Robert Clark, a marketing automation expert and whose firm is a Microsoft partner, has conducted 15 monthly classes training advisors on Office 365. He also consults and helps advisors implement Office 365 in their practices.

He’s shown a commitment to teaching A4A members how to fish and not just sell you stuff. That’s why A4A has been offering his classes for over a year and why we’ve planned a 2016 curriculum that will build on the library of classes you get from us.

Meanwhile, just this week, a study of tech tools used by financial advisors, conducted by A4A with GDC Research, confirmed Office 365 is the most important application in a professional practice.

I’ve long believed this to be the case, which is why I have spent so much time building a training class for RIAs using Office 365.

GDC asked in this survey of A4A members asked about tech tools like Facebook and LinkedIn as well as online conference apps, Dropbox, Google Apps, Office 365 and advisor websites. Office 365 was used all the time by the most advisors.

Office Training for Advisors costs $99 a year, but as the four-minute clip shows, gleaning a single tip is likely to more than repay you for the cost of admission.

Though CFPs and CIMAs cannot get CE credit for these sessions, they should be required to take courses like this. Unless a professional knows the tech tricks we teach at Office 365 Training For Advisors, he or she is much less likely to succeed in their practice.

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