Webinars With Industry Experts

Fine-Tuning Office 365 For RIAs And Introducing Microsoft Flow


Owners of an RIA all too often scratch the surface of Office 365’s capabilities. This sessions provides practical tips on administering Office 365 and introduces a just-released new application, Microsoft Flow.

At this session, you’ll also learn about:


• Adding users and licenses fast
• Getting support from Microsoft
• What's under the Settings tab
• When to check the Health tab
• An Introduction to Microsoft Flow


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 23 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.

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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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