Advisor Productivity Tip (Video)

If you take the time to learn how to use the Quick Access Toolbar in Microsoft Office, you will save time every day.  I took the time about three years ago to learn how to customize my quick access toolbar in Word and PowerPoint, and it ha saved me countless clicks. When I want to align items, add a text box or shape, change fill colors, all of the buttons are on my toolbar. Instead of hunting for items in the ribbon, you can place the buttons you use the most in a toolbar. This quick video teaches you how.      

Do You Know How Easy It Is To Share & Collaborate Using 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 went 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 wit

Don't Lose Your Life!
If you're like me, your cell phone contains your life. The contents of your phone include your contacts, appointments, to-do lists, instant messages, photos, business applications, mail, travel tools and more. Yet, it can all be lost at the drop of a hat, I mean, phone. 

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Q&A - Security in Office 365
Our questions from this session were about email encryption and 'data loss prevention', the feature in Office 365 that identifies strings that fit a certain pattern, e.g. a social security number, credit card number, etc.  The higher-level topic related to this is actually Azure Rights Management Services (RMS), and our Q&A video this month starts there. {mp4-flvremote width="640" height="480" autostart="true" usefullscreen="true"}{/mp4-flvremote}

Rober Clark Answers Questions From Office 365 For Advisors Training Session
For 18 months, Advisors4Advisors has produced Office 365 for Advisors Training webinars, featuring Robert Clark, a consultant who focuses his marketing automation consultancy on independent financial professionals.   The 2016 curriculum is posted and you can sign up here for the series.   Office 365 is one of the most popular apps to financial advisors. Robert Clark is  helping advisors drill into practical issues for managing a professional services firm that provides investment management or financial planning advice. You won't find in-depth coverage like this anywhere. If