Key Features For RIAs In Office 365 And What's Coming In 2017

Key Features For RIAs In Office 365 And What's Coming In 2017
Robert Clark12/21/16 4 PM ESTLive CPA


We've gone through a detailed look at Office 365 throughout the year; now it is time to take a look at a higher level and review the features that have changed and what’s on-tap in 2017. Office 365 is a dynamic, subscription-based software platform that can help advisors build and maintain a competitive advantage in the marketplace – but you need to know what you can do with it!

At this session, you'll learn about:


The latest updates in Office 365
What the updates mean for advisors
• What's on-tap in Office 365


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 24 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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