OFFICE 365 Training for Financial Advisors

Published On: June 10th, 2015 - 0.6 min read - Categories: Technology - 0 Comments on OFFICE 365 Training for Financial Advisors -

Microsoft Office 365 contains numerous features that help an advisor run a dynamic business practice while continuing to meet and maintain compliance requirements.

Stop running your business with a "personal" email account.  Office 365 Email is secure, reliable, and professional.

Office 365 Email is secure, reliable, and professional.

It’s said that we use between 10-20% of the features of the software we own. Through this Office 365 course you’ll learn how the software can help you run your business more efficiently.  You’ll also leverage features and practices that are essential for compliance.  Affordable at $29 each or all 12 for $99.

View class offerings on the bottom of http://lucidpointe.advisorproducts.com/home

P.S.  Let Robert know that Coach Maria sent you.

Image copyright:  123RF Stock Photo/alexwhite

About The Author

An irrepressible entrepreneur, Maria Marsala sold AVON at age 14 and landed on Wall Street three years later. She became a bond trader when female executives were as rare as pink diamonds. For 25 years, Maria streamlined Fortune 500 companies, nurtured non-profits, and discovered her niche—mentoring women CEOs and executives. Armed with corporate secrets and life coach credentials, Maria founded Elevating Your Business to help female financial professionals live better using her proprietary brand of consultative-coaching. Contact Maria today and take the first step toward freedom, full-fillment, and a sparkling quality of life! Contact me now!

Get my latest articles, research, and tools as they are produced.  PLUS receive my popular “Niche-Rich Assessment” as a thank you for subscribing.

Subscribe to Blog via Email

Enter your email address to subscribe to this blog and receive notifications of new posts by email.

Join 111 other subscribers

Featured Event

[fusion_events past_events=”yes” order=”DESC” number_posts=”1″ columns=”1″ picture_size=”cover” pagination=”no” hide_on_mobile=”small-visibility,medium-visibility,large-visibility” /]

Affiliate Disclosure

Some of the links listed on this site are affiliate links. If clicked and purchased, we receive compensation for the recommendation.