The promise of Office 365 is connecting remotely to your files in the cloud using any device — whether you’re at home, in the office, or on the road.
This session reviews tools and techniques for using Office 365 from anywhere, including:
Advanced settings in Microsoft's cloud enables advisory firms to automate policies and procedures company-wide for about $23 a month per team-member.
Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7.
The series started in January 2015. You get access to all 22 classes about Office 365, and sessions have been rated an average star-rating of about 4.6 stars in reviews by financial professionals.
Robert Clark, an expert in marketing automation, teaches what you need to know to manage your practice using Office 365.
If you sign up for all 12 classes for $99, A4A members receive $10 off using discount code A4AMEMBER.
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