Webinars With Industry Experts

Security Features Of Microsoft Office 365/Microsoft Cloud


At this session in our ongoing series for investment advisors, we'll review the security features of Microsoft Office 365/Microsoft Cloud.


At this session, you'll learn about:

 

Microsoft Trust Center as a resource
Basics for the Microsoft cloud, specifics for Office 365
Features advisors should focus on
Encryption, Customer Lockbox, Identity Management
Government access to data


Office 365 Training for Advisors
is a series of 12 monthly classes, available 24/7.


The series started in January 2015 and now gives you access to 18 classes about managing Office 365 rated 4.5 stars or more by financial professionals.


Robert Clark, an expert in marketing automation, teaches what you need to know to manage your practice using Office 365.



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.

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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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