Office 365 And Skype For Business

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(Updated: June 11, 2015)
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(Updated: June 11, 2015)
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After now having listened to perhaps 3 or 4 of Robert's presentations on A4A, it is becoming apparent that this information is quite useful and probably bordering on mandatory for serious RIA firms. For any adviser over the age of say 40, or perhaps 45, it does take some discipline and commitment to understand and accept the changes occurring in our industry and in the technological world. As much as we may want to shove it aside or ignore it, Robert is suggesting otherwise. Thank you.

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(Updated: June 11, 2015)
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Intro was too long but know was extremely effective. Instructor knows their stuff

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(Updated: June 11, 2015)
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Good, early stage for us. We're just starting to use Office 365. We are also just starting to use Skype for conference calls in conjunction with eMoney collaboration. One comment is that many of the features (compliance auditing, etc.) are always somewhat redundant with other software (Smarsh archieving,...)
Thanks,
Rob

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(Updated: June 11, 2015)
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