The instructor of Office 365 Training For Advisors is Robert Clark. Robert’s company, LucidPointe, works with advisors to implement Microsoft Office 365 for their business. LucidPointe is a Microsoft Cloud Partner, ready to help advisors install and set-up the compliance-related features of Microsoft Office 365. Planning, managing domains, configuration, migration, deployment, training, and troubleshooting expertise from LucidPointe will help your new Office 365 deployment go smoothly.


  • Selecting the Correct Office 365 Plan – there are multiple license types in Office 365, but not all of them provide the compliance-related features required by advisors.
  • Configuring Your Office 365 Account – custom configuration of your account, including set-up of users and licenses.
  • Migrating Existing Email & Calendar Items – automated software tools ensure zero-downtime as you switch systems.
  • Reconfiguring Web Domain Records – telling the internet where to send your email and web traffic.
  • Training – in-person and remote training sessions for you and your staff so you can get the most from the extensive capabilities of Office 365.


Experienced Office 365 Help LucidPointe has helped advisors, companies, and organizations implement Office 365 in the U.S., Canada, Ireland, and the U.K.

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Robert Clark
6 Thorndal Circle #207
Darien, CT 06820
Phone: 203-202-9406