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.

Image copyright:  123RF Stock Photo/alexwhite

Are you ready to accelerate the growth of your firm? Ready to streamline your firm's operations? Build a bigger, better business. Get it all done before you know it when you work with me personally along with other advisors. Get feedback, guidance, and accountability! Read about BAR! Our Business Accelerator Roundtable is a very affordable and comprehensive consultative-coaching program. Read more...

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