AdviceTech Podcast #86 – Retrac – Time-codes

0:00 – Intro
5:25 – Evolving IT support business to provide Microsoft 365 solutions.
11:24 – Using Microsoft Teams and other tools for business efficiency.
16:56 – Cybersecurity for financial advisors, including Essential Eight maturity model and cyber insurance.
21:57 – AI adoption in business, and meeting recap feature.
31:00 – Automating financial advice document creation using AI tools like Syntax.
35:23 – Using Microsoft 365 tools for productivity and efficiency, including Teams, SharePoint, and Teams Rooms.
40:38 – Implementing Microsoft’s Copilot technology for businesses, with tips on how to get started and what to focus on.