Sharing Your Unique Abilities With Office 365

Sharing Your Unique Abilities With Office 365
Robert Clark
09/21/16 4 PM EST
Live CPA
4.0
Average Attendee Rating
Poor Average Excellent

 

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.

User reviews

3 reviews

4.0
Average Attendee Rating
Poor Average Excellent
Already have an account? or Create an account
View most helpful
(Updated: September 20, 2016)
WWA4ME
Top 500 Reviewer
View all my reviews (23)
4.0
Average Attendee Rating
Poor Average Excellent
Comments (0)
Was this review helpful to you? 
(Updated: September 20, 2016)
cloverp75

View all my reviews (4)
4.0
Average Attendee Rating
Poor Average Excellent
Comments (0)
Was this review helpful to you? 
(Updated: September 20, 2016)
FFS
Top 10 Reviewer
View all my reviews (314)
4.0
Average Attendee Rating
Poor Average Excellent
Comments (0)
Was this review helpful to you?