For 18 months, Advisors4Advisors has produced Office 365 for Advisors Training webinars, featuring Robert Clark, a consultant who focuses his marketing automation consultancy on independent financial professionals.
Office 365 is one of the most popular apps to financial advisors. Robert Clark is helping advisors drill into practical issues for managing a professional services firm that provides investment management or financial planning advice. You won't find in-depth coverage like this anywhere. If you own an RIA or are in operations, this class is a must. And if you are an advisor, then you owe it to yourself to learn how to use these tools.
This 18 minute video below of Robert Clark answering questions we could not get to in the last session, shows you how in-depth and practial this class is to using Office 365 to run a professional financial planning or investment advisory practice.