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LivePlan’s Financial Forecasting Master Class is back! Join us August 10th for a half-day, dynamic live virtual learning event that will prep you to bring added value to your clients. Space is limited, so reserve your seat today! <!-HubSpot Call-to-Action Code -> Build your forecasting chops This Master Class will take advisors on a deep […]
Have you been keeping up with the latest LivePlan Learning webinars? Last week, we hosted advisors and educators at our latest webinar: What’s New in LivePlan? A look at the latest updates and features for successful growth planning. For those that weren’t able to attend, we’ve included the recording below. A team of LivePlan experts […]
Editor’s Note: An updated version of this post, along with other strategic advising resources, is available on the LivePlan Blog. It’s the question I get asked the most by accountants and business consultants who are beginning Strategic Advising services: “I do budgeting already. What’s the difference between a budget and a financial forecast?” The answer […]
Editor’s Note: An updated version of this post, along with other strategic advising resources, is available on the LivePlan Blog. Many people assume that reporting is the most important part of being a Strategic Advisor. However, a strong financial forecast is really the heart of any successful Strategic Advising relationship. The forecast provides the roadmap, […]
Building your advisory practice is a journey. You may still be trying to find ways to charge for advice that you’ve been offering so far for free, or you may be selling bundled, fixed fee advisory services now. Either way, at this time, the demands being placed on you and the work that you’re doing […]
Strategic Advising services are more profitable when using value-based pricing. Learn why in this Q&A with Mark Wickersham and Kathy Gregory.
The accounting profession is filled with amazing people! Accountants are smart (obviously), generous, hard-working (oh-so), and social (who knew?)! And last but not least, they really like to learn.
Learn how LivePlan’s new UI/UX sets the stage for the future of strategic advising and upgrades your small business consulting toolset.
Our Best Practice Library provides training specifically for Advisors. Learn everything related to implementing and developing your advisory practice.
Learn how to make the most of networking events and conferences with these six tips for connecting with attendees and earning new clients.
