Watch this webinar recording and see how LivePlan works for forecasting, reporting and strategic advising.
In this recording you will see how to use LivePlan:
- to help your clients make spending decisions and understand their profitability
- to provide meaningful monthly reporting and advice
We’ll also show how you can offer LivePlan strategic advising as a regular part of your advisory services, and the bundled services we recommend.
Here are a few resources that will cover the basic information:
- Financial Forecasting: The Foundation of Strategic Advising
- Forecasting Versus Budgeting: What’s the Difference?
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.
We upload new webinars each month, so make sure to check often for new content! You can also sign-up to attend live webinars here.