Webinars With Industry Experts

How Office 365 Can Change A Financial Advisor's Business

Microsoft Office 365 is a game changer for a sole practitioners as well as an RIAs with a staff.

 

 

Using the Microsoft Cloud, you can securely collaborate with your team, other professionals, and clients to maximize your most precious asset: your ideas, financial strategies and professional advice.

At this session, you will learn about:

• Why Office 365 is better than Google Apps

• Sharing documents on Office 365

• OneDrive versus OneDrive for Business versus SharePoint

• Team sites

• OneDrive for Business

• Getting people to use it with you

• Synching with your desktop
 

Robert Clark is Managing Principal of LucidPointe, LLC, based in Darien, CT. He has over 30 years of experience advising small and medium-sized businesses, Fortune 50 companies, nonprofits, associations, and industry groups on operations, strategy, international trade, information technology, marketing, and sales.
Robert has presented to organizations and companies of all sizes including Chambers of Commerce, Trade Organizations, Professional Associations, and for corporate audiences. He has an MBA with a concentration in Finance from the University of Connecticut.
LucidPointe is an experienced Microsoft Cloud Partner, specializing in helping small businesses migrate to Office 365. LucidPointe’s Office 365 clients are in the U.S., Canada, Ireland, and the U.K.

This webinar is eligible for live CPA CPE credit.

Questions?

How and why does the Advisor Products system work?

In today’s times, when consumers have become more demanding and tech-savvy, financial advisors must use content marketing to attract, inspire, engage, and convert their prospective customers.

A good content strategy is focused on developing and distributing consistent, valuable content to engage and retain prospective customers and target audience, via your website. Our content library provides financial advisors with fresh, high-quality financial content that is updated regularly, improving SEO along the way. And our automated e-newsletter and social media tools allow advisors to reach out to clients and prospects in an easy-to-use manner, providing frequent touch points for optimal brand building.

  • Differentiate you from competitors
  • Expose clients and prospects to your brand message more frequently
  • Build an ongoing relationship with customers
  • Increase your follows and fans on social media
  • Drive more prospects to your website
  • Help convert prospects into leads
  • Increase number of pages indexed in Google
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Seeing is Believing.

See how easy it is to get started with our all-in-one digital marketing platform that drives leads, encourages referrals and increases client engagement.

 

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