Get your documents in the cloud – and on your local computer – synchronized, consistent in the cloud and with every connected device, and learn what to do when you have sync problems.
At this 11th session in our ongoing class for investment advisors, we'll review how to establish a sync with OneDrive for Business and discuss the intimate details about your first upload.
We'll tell you how to cope with the heartbreak of sync malfunctions, how to deal with those pesky little red x's, and how to get your sync back on track.
And we'll also show you the dreaded "nuclear option," erasing the local version of your data and starting over.
Office 365 Training for Advisors is a series of 12 monthly classes, available 24/7.
The series started a year ago and now gives you 12 webinars rated 4.5 stars or more.
Robert Clark, an automated marketing expert, 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.
5.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
4.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
4.0 |
||
Average Attendee Rating | ||
Poor | Average | Excellent |
Excellent presenter. I liked focus on what can go wrong. My questions about identifying problem files was not addressed. Having used Office 365 with OneDrive, etc. our IT fellow is ready for us to move to Google for biz, so while the ideals of MSFT's offering might be good, their ability to deliver has thus far proved to be severely lacking. Related, their helpdesk process is convoluted, populated with folks who are hard to understand and who are overly keen to get you off their docket.
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.