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

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

Office 365 - OneDrive for Business & SharePoint Online

This month we created a podcast recording that answers some of the questions from our March webinar on OneDrive for Business and SharePoint online.  We had a good discussion on the OneDrive/SharePoint hierarchy of sites/libraries/folders/files and that generated some insightful questions.

Read more ...

Office 365 Webinar Is Must-See TV For RIA CEOs, CCCs, COOs

At today’s live webinar at 4 p.m. EST, which will be made available for replay late tonight, you’ll learn how Office 365 lets you do much of the work you now pay your IT consultant to do.   Office 365, for the first time, makes it possible for an RIA owner to be the administrator of a company network. Many tasks you pay an IT consultant to manage can now be handled by RIA owners as well as staff. The “Admin” panel in Office 365 is a gateway to managing your organization in Office 365. If you own an RIA, or are CCO, CMO, COO, or CTO at an RIA, this 70-minute s