Free Session, Open To All, Kicks Off With A 4.6 Rating: Office 365 For Advisors Hot

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Financial advisory firms are valued ultimately based on what they know, and the best tool for managing what a financial advice firm knows is Microsoft Office 365.

 
In offering a 12-month course curriculum about Office 365 that is focused on the needs of financial advice professionals, Advisors4Advisors is presenting an advanced level of professional education by providing training to practitioners on this best-in-class enterprise-level technology platform for managing an investment advisory’s intellectual property.
 
I’ve been using Office 365’s cloud platform to manage the writing, editing, and FINRA-review process for many months and must admit to have been very frustrated at times by the complexity of Office 365. However, as a professional writer, business owner, and editor in a financial communications company, you have to believe that investing an hour a month learning how to use Microsoft’s platform will pay off.   
Your job requires you to manage personally identifiable information about your clients and prospects. You owe it to them to use the best tools for sharing information while protecting their privacy. Office 365 has the industrial strength collaboration and role management features built to support the world’s largest teams. Microsoft Office’s core suite — Word, Excel, and PowerPoint — remain the most powerful apps in their respective categories, and most financial advisors know how to use these tools. Meanwhile, Office 365 brings with it newer tools for productivity and collaboration, like OneNote, Skype, Yammer and Lync.
 
I’ve been using Office 365 for months and came away from Robert Clark’s session with important tips and tricks. For example, I did not know that Lync could be used as a private intra-company chat network but that I can also chat with anyone else who has Lync even if they are not on my corporate network. Lync's like AIM or Facebook chat but for business.
 
Advisors4Advisors takes professional education to a new level with this in-depth 12-lesson course teaching RIA owners, advisors, IT and support staff as well as sole practitioners how to use the most powerful tool ever for managing what you know and working more collaboratively.    
 

 

This Website Is For Financial Professionals Only


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A Strategically Focused CE Curriculum

With classes approved for over a decade by the CFP Board, IWI, and NASBA, Advisors4Advisors CE classes are an optimal knowledge stream for CFP®, CIMA®, CPA, CPA/PFS®, CFA®, and other practitioners. It's not a grab bag of speakers willing to sponsor CE content. Nor is it a one-man CE course. It's a group of subject matter experts with amazing communication skills and a history of thought leadership that, together, give advisors a well-rounded knowledge system for running a professional practice ethically and intelligently.

CE Since October 2008

A4A CE classes for financial professionals began in October 2008, the week Lehman Bros. collapsed. Initially billed as “The Financial Crisis Webinar Series,” A4A connects advisors with authoritative sources on investing, tax, and financial planning, chosen by A4A Editor Andrew Gluck, a veteran financial reporter. A4A members get a stream of CE classes for an advisor who: 

  • holds a CFP®, CIMA®, CPA, CPA/PFS, CFA or other designation requiring CE annually 
  • values monthly CE classes by Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha, or Andrew Gluck
  • diversifies a core of client portfolios in low-expense funds
  • invests based on MPT and economic fundamentals
  • advises on tax and financial planning as well as investing
  • needs financial counseling skills
  • wants the Certified Financial Counselor™ designation 
  • is building a brand as a thought leader locally or in a niche
  • wants the facts when bad news breaks
  • wants CE aligned with a content marketing system
  • wants 24/7 access to CE on-demand
  • insists on objective evidenced-based tax and investment planning analysis
MEMBER REVIEWS 
William Desormeau, Jr.  
It is not possible for me to overstate the cumulative value that Craig, Bob and Fritz have added for over 10 years to my investment advisory practice, as well as for personal and family financial planning. A4A gets my highest recommendation
Lynn Najman, CFP®
I’ve subscribed to A4A since its inception, and always find it intellectually stimulating and on point. It’s one of the few CE solutions out there that doesn’t waste my time by pushing product or talking down to me.

PeteDeacon-CPA-CFP
Pete Deacon, CPA, CFP®
A4A has had a profound effect on my business. Since 2009, I’ve relied on the consistent messaging and updates to run my business successfully. Being able to present the information from Bob, Fritz, and Craig's ongoing CE webinars has been a significant benefit.

fredericMayersen-phd-cfp
Fredric Mayerson, MBA, PhD, CFP®
I've been a financial professional and professor of finance for 35 years and find Fritz Meyer and Robert Keebler to be among the most engaging, incredibly knowledgeable, and experienced presenters I’ve encountered. They deliver an extraordinary amount of information in an extremely interesting way — sequentially and developmentally, utilizing pedagogical tools and techniques that few possess.  A4A to is the most consistently excellent CE program available.  
Ron Roge, MS, CFP®
I’ve been attending A4A many years because the CE classes are outstanding, and my time is valuable. Though I have over 35 years of experience, I’m always learning something new on A4A. I attend fewer conferences now because the CE is generally not advanced. If you want to learn from the best, in a faster, easier, and less expensive way, I highly recommend A4A.

John R. Day, CPA/PFS®

I’ve been a member since 2011 and never miss the monthly webinars with Fritz Meyer. I appreciate Fritz’s independent views on the economy and markets and Bob Keebler keeps me updated on excellent tax planning ideas. A4A is a great value!
NormanPolitzinerCFP

Norman Politziner, CFP

I wouldn't miss a Fritz Meyer webinar unless my pants were on fire. I've relied on Andrew Gluck's knowledge systems --client communications and CE -- for two decades. It's simply the best solution for tax, financial, investment, and risk-management professionals.®   

Dan Hawley, CFP® 

A4A, for over a decade, has been a great resource for useful and accurate information and CE. A4A and Advisor Products are bargains for an advisory practice. 

KevinBrosious-CFP-CPA-PFS

Kevin Brosious, MBA, CFP®, CPA/PFS®

I get CPA CE credit and CFP credit for the webinars.  But not only that, the A4A content is terrific