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OFFICE 365 TRAINING FOR FINANCIAL ADVISORS

Office Training for Financial Advisors leverages Robert Clark’s unique abilities as a technology trainer and adds knowledge and tools from AdvisorsAdvisors to customize the training course to an independent advisor’s needs. Advisors taking this course will learn how to use Office 365 features while satisfying SEC and FINRA regulatory compliance rules. You’ll learn how to fulfill mission critical functions for internal and external communications in an RIA.
 

Based on feedback from attendees, the course curriculum changes as often as needed. After subscribing, the first thing we will teach you is how to create your own curriculum document and share it with your clients, so that you can offer them an educational wealth management webinar series and notify them whenever the curriculum changes in the same way will use to keep you connected to with your training.

How Office 365 Can Change A Financial Advisor's Business 
Microsoft Office 365 is a game changer for a sole practitioners as well as an RIAs with a staff.
Using the Microsoft Cloud, you can securely collaborate with your team, other professionals, and clients to maximize your most precious asset: your ideas, financial strategies and professional advice. At this session, you will learn about:
  • Why Office 365 is better than Google Apps
  • Sharing documents on Office 365
  • OneDrive versus OneDrive for Business versus SharePoint
  • Team Sites
  • OneDrive for Business
  • Getting people to use it with you
  • Synching with your desktop

 

Office 365: The First Five Things To Do 
After setting up your account for Office 365, what do you do? Where do you start? At this session, you will learn how to:
  • Set up email in Outlook and on your mobile device(s)
  • Copy or move your email, calendar items, and contacts
  • Sync your local computers with OneDrive for Business
  • Copy your personal files to OneDrive for Business
  • Set up Lync 
  • Access Office 365 from your mobile devices

 

Managing Email In Office 365: Training For IA Reps
Office 365 gives RIAs the best application on the planet for managing email in a business, and you’ll learn in this webinar how to tap its enormous power to streamline email management in your RIA.
  • Setting up and organizing mail folders
  • Outlook's email Rules Wizard versus new features in Office 365
  • Adding disclosures to all your emails
  • Managing signatures
  • Accessing email online
  • Archiving email: O365 versus advisor compliance apps

 

IA Reps: Stop Letting Technology Drive You Insane
You don’t need to be a rocket scientist to know it’s insane to waste time every day trying to make mission-critical technology work right.

But unless you take the time to learn to use Outlook, OneDrive, and SharePoint, you’ll probably continue to make the same mistakes every day. Here's a chance to break the cycle, a system guaranteed to reduce the insanity in your life or give you your money back. You'll learn about:
  • SharePoint & OneDrive for Business - Differences between OneDrive, OneDrive for Business, and SharePoint - When to use one and not the other 
  • Moving data to the MS Cloud - No more than 300 files at a time - Copy, paste, wait - When moving too much, you risk a sync failing 
  • How to sync - Best practices - What to do if sync fails
  • Library structure
  • Library controls
  • Sharing documents, folders, libraries - Best practices for sharing
  • For advisors with more than 20,000 documents - Limits to OneDrive for Business - Limit workarounds

 

Office 365 Calendar Features For IA Reps
If time is money, Office 365 is the currency of choice. Office 365’s powerful calendar tools can be used to coordinate everyone in an advisory firm. This session will inspire you to use your calendar habitually to organize your time. You’ll become more active, accessible and organized. Learn how to configure calendars for typical staff roles at advisory firms, plus:
  • Structuring work versus free time
  • Personal versus work appointments
  • Team calendars
  • Project calendars
  • Public calendar where anyone can request a meeting
  • Displaying calendars on your desktop
  • Adding a link to your calendar to your email signature
  • Giving your assistant rights to book appointments

 

Office 365 and Financial Advisor Compliance
For investment advisors, compliance is a key consideration in almost every aspect of using Office 365. This session covers functions built into Office 365 that help advisors meet compliance requirements for email and stored documents. If you own an RIA, you want to attend this session, along with your CCO and COO to learn about strategies for email compliance, including:
  • Journaling
  • Legal Hold
  • Archiving
  • Auditing
  • In-place E Discovery
  • Retention policies and tags
  • Data loss prevention
  • Scanning for sensitive data

 

Office 365 And Skype For Business
Skype For Business, formerly known as Lync, is the communication tool integrated with the Office 365 subscription. From online chats to Web presentations, Skype for Business tools make advisors more productive. At this session, you'll learn about.
  • How to use this tool in an advisory firm
  • Why instant messaging is great for advisors
  • Video calls, audio calls
  • Screen sharing and presentations
  • Adding internal and external contacts
  • Using Skype for Business with clients and prospects
  • Screen sharing or web calls
  • Using Skype Recorder for compliance/webcall
  • Presence

 

Office 365 And SharePoint For RIAs: Beyond The Basics
An RIA CCO and COO need to know how to set up user security groups and site hierarchies, and a CEO should know how to ensure your firm meets its fiduciary obligations to protect clients’ personally identifiable information and financial data. At this session, we’ll show you SharePoint advanced settings to help make your firm more efficient and compliant:
  • Site Collections
  • The SharePoint admin panel
  • Security levels and roles
  • Controlling sharing
  • Team site for Intranet
  • Public-facing website
  • Formatting and customizing in SharePoint
  • Site Contents
  • SharePoint Store

 

RIA Responsibilities As A Fiduciary And Office 365 Administrator
The Administration Portal is the gateway to managing your organization in Office 365. RIA owners have a fiduciary responsibility to know the basics for controlling this key internal communication hub in your company. This unusually focused session for financial professionals helps ensure you know enough to make prudent decisions about your personal responsibilities as Admin of Office 365.

Office 365, for the first time, makes it possible for an RIA owner to be the Admin. Your firm controls email accounts and grants licenses to Office’s productivity suite—Word, Excel, PowerPoint and Outlook. At this session, you’ll learn how to manage these basic tasks yourself. You’ll decide how much you can do and want to delegate to staff. You may want to set up all new email accounts in your firm, or give that task to your CCO.

We’ll review the most-important admin tasks in Office 365, where to find the functions you need on a regular basis. This is “must-see TV” for RIA CEOs. If you’re a sole practitioner, you can save a lot of money and time by using Office 365’s Admin control panel. Even CEOs who have a CCO, CTO or COO day-to-day administrator should know how to control these settings to lower operational cost of maintaining client records securely. The admin panel makes sharing personally identifiable information internally. At this session, you’ll get step–by-step ideas for configuring the following:  
  • Adding new email accounts
  • Adding new Office licenses (E3 and E1)
  • Password policies and management
  • Mobile device wipe
  • Multi-factor authentication
  • Mobile device wipe
  • User/license methodology
  • Adding a user/license
  • When an accountholder leaves
  • Software management and sharing

 

Working Remotely With Office 365
The promise of Office 365 is connecting remotely to your files in the cloud using any device whether you’re at home, the office, or on the road.

This session reviews tools and techniques for using Office 365 from anywhere. You'll learn about.
  • Switching between the Web and full version of an app
  • Saving documents for sync and remote access
  • Offline access of documents
  • Co-authoring documents
  • Setting up a mobile device

 

How Advisors Can Get In Sync With OneDrive For Business And SharePoint
Get your documents in the cloud – and on your local computer – synchronized, consistent in the cloud and with every connected device, and learn what to do when you have sync problems.

At this 11th session in our ongoing class for investment advisors, we'll review how to establish a sync with OneDrive for Business and discuss the intimate details about your first upload.
 
We'll tell you how to cope with the heartbreak of sync malfunctions, how to deal with those pesky little red x's, and how to get your sync back on track.

And we'll also show you the dreaded "nuclear option," erasing the local version of your data and starting over.

 

 

(updated) IA Reps: Stop Letting Technology Drive You Insane

You don’t need to be a rocket scientist to know it’s insane to waste time every day trying to make mission-critical technology work right.

But unless you take the time to learn to use Outlook, OneDrive, and SharePoint, you’ll probably continue to make the same mistakes every day. Here's a chance to break the cycle, a system guaranteed to reduce the insanity in your life or give you your money back. You'll learn about:
  • SharePoint & OneDrive for Business - Differences between OneDrive, OneDrive for Business, and SharePoint - When to use one and not the other 
  • Moving data to the MS Cloud - No more than 300 files at a time - Copy, paste, wait - When moving too much, you risk a sync failing 
  • How to sync - Best practices - What to do if sync fails
  • Library structure
  • Library controls
  • Sharing documents, folders, libraries - Best practices for sharing
  • For advisors with more than 20,000 documents - Limits to OneDrive for Business - Limit workarounds

Single Classes are available for only $29 each and the entire 12 month series is only $99! Discounts available for Advisors4Advisors subscribers.
 

 

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Contact Us

Robert Clark
6 Thorndal Circle #207
Darien, CT 06820
Phone: 203-202-9406
Email: robert@robtclark.com