Webinars With Industry Experts

Compliance Features For Advisors In Microsoft Office 365


You can configure and use Microsoft Office 365 to help meet SEC, state, and FINRA regulations, including:


• Security permission levels
• Hold, Search, Investigation
• How to archive
• What gets archived
• Progress toward SEC 17a-4 compliance


At this session, we’ll show you how to benefit from the Microsoft Cloud’s enterprise. These features were engineered based on Microsoft’s 30 years of experience in developing systems for regulated businesses. These advanced settings in Microsoft’s cloud enables owners and operations officers of advisory firms to automate policies and processes and use features you get with Office 365 for about $23 a month per team-member.

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 19 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.

  • 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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