Outlook For Financial Advisors Using Microsoft Office 365

Outlook For Financial Advisors Using Microsoft Office 365
Robert Clark08/17/16 4 PM ESTLive CPA

 

Office 365 gives RIAs the best application on the planet for managing email. At this webinar, we'll show how an advisory firm can use Outlook and Microsoft cloud's most important features to streamline email management. We will cover:


Connecting multiple accounts to Office 365
Calendars and connectivity to Office 365
• Shared email accounts
Groups
Contacts


Outlook is based on Microsoft’s 30 years of experience in systems for regulated businesses. Advanced settings in Microsoft's cloud enables advisory firms to automate policies and procedures company-wide for about $23 a month per team-member.

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


The series started in January 2015. You get access to all 20 classes about Office 365, and sessions have been rated an average star-rating of about 4.6 stars in reviews by financial professionals.


Robert Clark, an expert in marketing automation, teaches what you need to know to manage your practice using Office 365.

 
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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(Updated: August 16, 2016)
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5.0

sounded great, but I had an apt and had to leave early, I'll listen to replay.

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