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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

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! Build your forecasting chops This Master Class will take advisors on a deep dive into financial forecasting, […]

Webinar Recap – What’s New in LivePlan? A look at the latest updates and features for successful growth planning
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Webinar Recap – What’s New in LivePlan? A look at the latest updates and features for successful growth planning

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 […]

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

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 […]

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 […]