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Capital Gains, Opportunity Zones, And Tax-Aware Investing
Oct 08, 2020October Class Description: Please join us for Robert Keebler's October tax analysis webinar about cptial gains, Opportunity Zones, and...
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Financial Economics After Covid; Fritz Meyer's Professional Education Class
Oct 13, 2020Stock Selloff Continues (Monday, September 21, 2020) Stocks sold off again today, extending the losing streak,...
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RIA Regulatory Priorities & Inspection Deficiencies
Oct 14, 2020Compliance Services For A4A Members Cathy Vasilev, cofounder of a compliance consultancy to hundreds of RIAs, is teaching a series of...
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Deconstructing The S&P 500 By Sectors And The Index's Changing Risks
Register Now At a moment in financial history when performance of major U.S. stock indexes is heavily weighted by FAANGM, the objective of...
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Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice
Going from Good to Great: Implementing Behavioral Finance in Your Advisory Practice Before replaying this class, we recommend taking...
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Year-End Tax Planning 2020 CPE With Robert Keebler
Covid Crisis Hits Private Wealth (August 25, 2020) Coronavirus is cutting a path of economic destruction,...
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Investment Economics In The Covid Crisis; Fritz Meyer, September 2020 CE
Covidnomics Causes S&P 500's FAANGM Anomaly (Wednesday, September 2, 2020) Your...
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Sharing Your Unique Abilities With Office 365
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.
