Using Skype For Business In An Advisory Firm

Using Skype For Business In An Advisory Firm
Robert Clark04/20/16 4 PM ESTLive CPA

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At this session in our ongoing series for investment advisors, we'll review Skype for Business – the communications tool integrated with the Office 365 subscriptions.


Formerly known as Lync, Skype for Business gives you voice, video, conferencing, and even connection to the public telephone network and makes advisors more productive.

At this session, you'll learn about:

 

How to use Skype for Business in an advisory firm

Initiating video and audio calls

Screen sharing and presentations

Skype Meetings through Outlook

PSTN Connectivity

Ways to connect with clients


Office 365 Training for Advisors
is a series of 12 monthly classes, available 24/7.


The series started in January 2015 and now gives you access to 16 classes about managing Office 365 rated 4.5 stars or more 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.

This webinar is eligible for 1 live CPA CPE credit.


More than 50 hours of CFP® CE credit and more than 100 hours of Investments & Wealth Institute® credit on replays available 24/7 to paying members ($120 annually) of
Advisors4Advisors.com. CPAs are eligible to receive CPE for attending live webinars only. To learn how to receive continuing professional education credit viewing webinar replays, please see our detailed instructions.

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