Advisor Productivity Tip (Video) Hot

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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.    

 

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We’re for you if you’re a fiduciary who:

--  relies on economic fundamentals

--  broadly diversifies a core of portfolios in low-expense funds and ETFs

--  strategically invests based on MPT

--  offers tax and financial planning advice

--  values thought leadership when bad news breaks 

--  likes the work of Fritz Meyer, Craig Israelsen, Bob Keebler or Andy Gluck

 

A4A courses accredited by the CFP Board, IWI, and NASBA power a special brand of independent financial advice. We also leverage the Web to benefit of consumers as well as fiduciaries enrolled in our classes.

 

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