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Strategic Advisor Blog

Create a Better Roadmap for Your Clients With LiveForecast™
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Create a Better Roadmap for Your Clients With LiveForecast™

A financial forecast serves as a roadmap in your client advisory relationship. A strong forecast is built by analyzing past results, considering current trends, and outlining a path forward to meet the goals of the business.  But even the strongest forecast won’t always be 100% accurate. Unexpected costs, external market factors, and unforeseen challenges can […]

Webinar Recording: LIVE Forecasting in LivePlan
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Webinar Recording: LIVE Forecasting in LivePlan

See our newest feature in action! LiveForecast will help you keep forecasts up to date, see fresh running balances and be able to spend your valuable time with clients talking about what-if scenarios based on their future cash and profitability. It’s a game changer for your experience, raising the bar on your forecasting product, and […]

2021 State of Small Business Report – Insights for Strategic Advisors
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2021 State of Small Business Report – Insights for Strategic Advisors

In 2020, small business owners and entrepreneurs simultaneously faced a public health, economic, and management crisis. But through it all, they persevered. They found solutions and adapted to not just survive, but thrive. Now they are looking ahead to the future of their business, and the help they need from strategic advisors.

Overcoming Inbox Anxiety
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Overcoming Inbox Anxiety

Madeline Pratt, Founder and CEO of Fearless Foundry recently wrote about her challenge to overcome inbox anxiety, sharing key tactics (and our email tool for teams) that have made a big impact on her sanity and her inbox.