Webinar Recording: Create Higher Monthly Fees as a Strategic Advisor using LivePlan


Watch this recording and see how accountants are garnering higher monthly fees with this system for bundling strategic advising services while using LivePlan to deliver.

In this webinar recording we will:

  • share a system for bundling strategic advising services
  • show how to use LivePlan to deliver high value services and meaningful reporting and advice

Attaining higher fees for your advisory services is all about bundling deliverables in ways that clients can see the value and select what they want based on their need.


Here are a few resources that will cover the basic information:

Visit our Best Practice Library for additional training webinars designed to help you learn how to use LivePlan, implement practices and strategies in your advisory practice, and keep you informed on the latest new features.

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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.
Posted in Strategic Advisor Webinars