Software

Advisor Productivity Tip (Video)

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by agluck     May 02, 2018      0.0 (0) If you take the time to learn how to use the Quick Access Toolbar in Microsoft Office, you will save time every day.  I took the time about three years ago to learn how to customize my quick access toolbar in Word and PowerPoint, and it ha saved me countless clicks. When I want to align items, add a text box or shape, change fill colors, all of

Do You Know How Easy It Is To Share & Collaborate Using Office 365?

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by agluck     September 23, 2016      0.0 (0) In the highly-regulated financial advice profession, independent advisors sharing ideas using Office 365 unlocks competitive advantages driven by their unique ideas — the intellectual property, processes, and practices only they can provide. However, Office 365 unlocks these benefits only if you take time to learn how to use it. At this

Q&A - Security in Office 365

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by rtclark     July 16, 2016      0.0 (0) Our questions from this session were about email encryption and 'data loss prevention', the feature in Office 365 that identifies strings that fit a certain pattern, e.g. a social security number, credit card number, etc.  The higher-level topic related to this is actually Azure Rights Management Services (RMS), and our Q&A video this mon

Rober Clark Answers Questions From Office 365 For Advisors Training Session

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by agluck     May 10, 2016      0.0 (0) For 18 months, Advisors4Advisors has produced Office 365 for Advisors Training webinars, featuring Robert Clark, a consultant who focuses his marketing automation consultancy on independent financial professionals.   The 2016 curriculum is posted and you can sign up here for the series.   Office 365 is one of the most popular apps to f

Office 365 - OneDrive for Business & SharePoint Online

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by rtclark     April 17, 2016      0.0 (0) This month we created a podcast recording that answers some of the questions from our March webinar on OneDrive for Business and SharePoint online.  We had a good discussion on the OneDrive/SharePoint hierarchy of sites/libraries/folders/files and that generated some insightful questions.

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