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.
An 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.