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The New Math Driving 2020 Roth Conversions
Jul 09, 2020During the Coronavirus epidemic, Advisors4Advisors is publishing important updates free between CE...
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Quarterly Economic Review For Private Wealth Advisors, July 2020
Jul 14, 2020During the Coronavirus epidemic, Advisors4Advisors is publishing free updates between CE...
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Diversification: How Much Is Enough?
How much diversification is optimal? At this class, Craig Israelsen, Ph.D,: • reviews portfolio diversification over 20 and 50...
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Coronavirus Financial Economic News For Advisors From Fritz Meyer
Class Description At this one-credit class, Fritz Meyer updates consensus forecasts for...
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RIA PPP Disclosure Requirements
RIAs that receive a PPP loan must disclose it on ADV Part 2 under Item 18, raising many questions for RIAs. Compliance consultant Cathy Vasilev,...
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PPP Update For Advisors, June Edition
Financial advisors need to know about stiff new Paycheck Protection Program (PPP) loan forgiveness rules, the...
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Sharing Your Unique Abilities With Office 365
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Robert Clark09/21/16 4 PM ESTLive CPA
In the highly-regulated financial advice profession, independent advisors sharing ideas using Office 365 unlocks competitive advantages driven by their unique ideas — the intellectual property, processes, and practices only they can provide. However, Office 365 unlocks these benefits only if you take time to learn how to use it. At this session, we’ll go over basic and advanced features in sharing documents in Office 365’s cloud-based system.
For an advisor leading a team, Office 365 is the best platform for sharing your ideas with your staff, and for your staff to share ideas with you and each other. A financial professional must industrialize their unique way of providing financial advice and enable a team to implement your practices and make your business scalable. Office 365 gives teams an easy way to promulgate new procedures fast.
This session covers:
• Permanent, temporary, and ad-hoc sharing
• Steps to share documents
• Sharing strategies in terms of OneDrive for Business and SharePoint
• Co-authoring – how it works, how to use it
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 21 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.
