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Strategic Advisor Blog

Kathy Gregory

Kathy Gregory

Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.

LivePlan Posts Written By Kathy Gregory

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

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, and therefore the basis for advisory services.  Sure, reports and key performance indicators (KPIs) do provide useful information, but a […]

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 […]

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 […]