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The Kickoff Meeting — How to Start a Strategic Advising Engagement
So you’ve started offering strategic advising services to clients? Good for you! Your small business clients need your help with business insights and guidance.
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So you’ve started offering strategic advising services to clients? Good for you! Your small business clients need your help with business insights and guidance.
Learn the basics of financial forecasting in LivePlan by watching this webinar recording. Set up your firm for long-term success with an iterative process that will help drive decision making.
Bootcamp is back and better than before! Watch a special Bootcamp preview and Q&A that will deliver an accurate and engaging breakdown of what you can expect from this year’s event. Our virtual Strategic Advisory Bootcamp will give you the knowledge and resources necessary to help implement, scale, sell and market advisory services. In this […]