Managing Email In Office 365: Training For IA Reps

Office 365 gives RIAs the best application on the planet for managing email in a business, and you’ll learn in this webinar how to tap its enormous power to streamline email management in your RIA.
 
• Setting up and organizing mail folders
• Outlook's email Rules Wizard versus new features in Office 365
• Adding disclosures to all your emails
• Managing signatures
• Accessing email online
• Archiving email: O365 versus advisor compliance apps

Office Training for Financial Advisors leverages Robert Clark’s unique abilities as a technology trainer and adds knowledge and tools from AdvisorsAdvisors to customize the training course to an independent advisor’s needs. Advisors taking this course will learn how to use Office 365 features while satisfying SEC and FINRA regulatory compliance rules. You’ll learn how to fulfill mission critical functions for internal and external communications in an RIA. 

This webinar is eligible for 1 live CPA CPE credit.