Webinars With Industry Experts

Sharing Your Unique Abilities With Office 365

 

In the highly-regulated financial advice profession, independent advisors sharing ideas using Office 365 unlocks competitive advantages driven by their unique ideas — the intellectual property, processes, and practices only they can provide. However, Office 365 unlocks these benefits only if you take time to learn how to use it. At this session, we’ll go over basic and advanced features in sharing documents in Office 365’s cloud-based system.

For an advisor leading a team, Office 365 is the best platform for sharing your ideas with your staff, and for your staff to share ideas with you and each other. A financial professional must industrialize their unique way of providing financial advice and enable a team to implement your practices and make your business scalable. Office 365 gives teams an easy way to promulgate new procedures fast.

This session covers:


• Permanent, temporary, and ad-hoc sharing
• Steps to share documents
• Sharing strategies in terms of OneDrive for Business and SharePoint
• Co-authoring – how it works, how to use it


Advanced settings in Microsoft's cloud enables advisory firms to automate policies and procedures company-wide 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. You get access to all 21 classes about Office 365, and sessions have been rated an average star-rating of about 4.6 stars in reviews 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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