OFFICE 365 Training for Financial Advisors

Microsoft Office 365 contains numerous features that help an advisor run a dynamic business practice while continuing to meet and maintain compliance requirements.

Stop running your business with a "personal" email account.  Office 365 Email is secure, reliable, and professional.
Office 365 Email is secure, reliable, and professional.

It’s said that we use between 10-20% of the features of the software we own. Through this Office 365 course you’ll learn how the software can help you run your business more efficiently.  You’ll also leverage features and practices that are essential for compliance.  Affordable at $29 each or all 12 for $99.

View class offerings on the bottom of http://lucidpointe.advisorproducts.com/home

P.S.  Let Robert know that Coach Maria sent you.

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What’s Special About My LinkedIn Connection, Robert Clark?

Robert is just another Microsoft Partner. Or is he? Robert is special because his niche is the financial industry. He’s also the first MP I’ve ever come across that “gets” the industry.

RClark 2 sq gray cropAn Microsoft (MS) Partner is an independent company that provides MS products, offers services that back up those products, and helps customers with IT solutions. Here’s more on MS Partners: http://en.wikipedia.org/wiki/Microsoft_Certified_Partner

In addition to what I described above about MS Partners, Robert teaches RIAs, advisors, planners, etc. how to best use the products. One of his virtual courses is called “Office 365 and Compliance”  

If you don’t yet have an IT specialist on your team, I recommend that you contact Robert.  While his office is in the Tri-State Area, namely Connecticut, he can easily link to a computer or your firm’s IT system and work virtually with your firm, too.  Learn more and contact him today through his website http://lucidpointe.advisorproducts.com/home

P.S.  Tell Robert that Coach Maria sent you.