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Strategic Advisor Blog

Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class
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Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class

The Strategic Advisor Financial Forecasting Master Class is a half-day, dynamic live virtual learning event taking place on November 3rd. Space is limited, so reserve your seat today! Build your forecasting chops This Master Class will offer a deep dive into financial forecasting and help advisors master LivePlan’s LiveForecast feature. Attendees will learn:  How to […]

Budgeting Vs Forecasting: What’s the Difference?
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Budgeting Vs Forecasting: What’s the Difference?

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 is fairly straightforward, but also intriguing, in that it has a lot to do with the real value of small […]

Financial Forecasting: The Foundation of Strategic Advising
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Financial Forecasting: The Foundation of Strategic Advising

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, […]

Necessary Skills to Be a Strategic Financial Advisor in 2022
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Necessary Skills to Be a Strategic Financial Advisor in 2022

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 […]