results have been found for “”

Strategic Advisor Blog

Posts Categorized: LivePlan Software for Advisory Remove Filter

Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class
Posted By

Announcing LivePlan’s Strategic Advisor Financial Forecasting Master Class

The Strategic Advisor Financial Forecasting Master Class is a half-day, dynamic live virtual learning event taking place on November 3rd. Space is limited, so reserve your seat today! Build your forecasting chops This Master Class will offer a deep dive into financial forecasting and help advisors master LivePlan’s LiveForecast feature. Attendees will learn:  How to […]

LivePlan Feature Update: Print Your Pitch to PDF
Posted By

LivePlan Feature Update: Print Your Pitch to PDF

The LivePlan Pitch has always been a great way to create a quick overview of your business. As an alternative to the Business Model Canvas, the LivePlan Pitch helps you summarize your business opportunity, target market, competition, and business model—quickly and easily.