Microsoft Office 365 allows a sole practitioner as well as an RIA staff to better exploit ideas — your advice, research, unique abilities, and what makes you different.
Office 365 is the best system for professionals to share information securely with families, committees, other professionals, and vendors. A team of two or 10, while on a conference call, can all work on the same Word document or PPTX presentation concurrently, for example, and an RIA owner can control information-sharing rights with everyone you work with.
But using Office's 365 to collaborate involves a steep learning curve. So Advisors4Advisors has teamed up with Robert Clark, an Office 365 consultant, to teach advisors how to use this powerful small business tool.
At this free webinar, you will learn about:
• Choosing the right license
• Exchange online
• SharePoint online
• Lync online
• Yammer
• OneDrive for Business
• Moving email to Office 365
• Moving documents and data to Office 365
Robert Clark is Managing Principal of LucidPointe, LLC, based in Darien, CT. He has over 30 years of experience advising small and medium-sized businesses, Fortune 50 companies, nonprofits, associations, and industry groups on operations, strategy, international trade, information technology, marketing, and sales. Robert has an MBA with a concentration in Finance from the University of Connecticut. LucidPointe is an experienced Microsoft Cloud Partner, specializing in helping small businesses migrate to Office 365. LucidPointe’s Office 365 clients are in the U.S., Canada, Ireland, and the U.K.
This webinar is eligible for IMCA® CE credit and CPA CPE credit.
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Not sure if Office 365 works with all the data that we are capturing through our CRM system or how it integrates with it!
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A4A is a news and professional education solution for a fiduciary who:
-- holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually
-- values research by Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck
-- broadly diversifies a core of client portfolios in low-expense funds
-- strategically invests based on MPT and economic fundamentals
-- advises on tax and financial planning as well as investing
-- is building a brand as a thought leader locally or in a niche
-- values thought leadership when bad news breaks
-- wants CE aligned with Advisor Products client education platform
-- wants 24/7 CE with objective financial, tax and investment planning news analysis
A4A is accredited by the CFP Board, IWI, and NASBA.