FREE Webinar:

NEW Feature - Automated Monthly Review Register Now

0 results have been found for “”

The LivePlan Blog

Posts Categorized: Advisors & Educators Remove Filter

We asked over 130 small business advisors about AI. Here’s what they said.
Posted By

We asked over 130 small business advisors about AI. Here’s what they said.

It’s been hard to miss the buzz around Artificial Intelligence. The rise of large language models like ChatGPT is impacting fields like education, healthcare, media, and perhaps most of all—it’s shaking up the world of business. A recent Forbes Advisor survey found that over 50% of business owners are currently using or plan to use […]

8 Tips to Improve Financial Forecasts for Your Clients
Posted By

8 Tips to Improve Financial Forecasts for Your Clients

Accurate financial forecasts are vital to providing effective advising services. It provides the roadmap for you to guide your clients and help them make strategic decisions. Having a viable financial forecast to reference when advising reinforces the need to look forward and reflect on performance, rather than getting caught up in day-to-day business operations. Financial […]