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Strategic Advisor Blog

Posts Categorized: Budgeting and Forecasting Remove Filter

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, […]

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, […]