Webinars With Industry Experts

Office 365 And SharePoint For RIAs: Beyond Basics

An RIA CCO and COO need to know how to set up user security groups and site hierarchies, and a CEO should know how to ensure your firm meets its fiduciary obligations to protect clients’ personally identifiable information and financial data.

 

At this session, we’ll show you SharePoint advanced settings to help make your firm more efficient and compliant:

 

• Site Collections

• The SharePoint admin panel

• Security levels and roles

• Controlling sharing

• Team site for Intranet

• Public-facing website

• Formatting and customizing in SharePoint

• Site Contents

• SharePoint Store

 

Office 365 Training for Advisors is series of 12 monthly classes, available 24/7, that teach advisors the features they need to know about it Office 365 to help manage a professional practice.

All 12 classes show you how to leverage Microsoft's enterprise platform to share IP and personal information securely with clients and colleagues, to make you operate more efficiently.

This is the seventh class in the series and instructor Robert Clark, an Office 365 consultant and advisor marketing whiz, is averaging a 4.6-star rating from attendees.


This webinar is eligible for 1 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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