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:
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.
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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.