LivePlan for Strategic Advisors – A Library of Best Practice Webinar Training

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Strategic Advisor Webinar Library

Our Best Practice Library is an assortment of 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. In our library you can find webinars covering the following topics:

  • How to build strategic forecasts in LivePlan
  • Email marketing and website tips for your advisory firm
  • Client engagement for strategic advisory
  • Creating reports for your client in the Dashboard
  • Packaging and pricing advisory services for profitable and valuable results
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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

We answer questions during the webinar so make sure to come prepared.

Joey O'Shaughnessy
Joey O'Shaughnessy
Joey is the Channel Manager for Strategic Advisors. In his role he focuses on helping accountants and bookkeepers start, run, and grow their advising practice through LivePlan. He has been with Palo Alto Software for over 3 years and is a graduate of the University of Oregon.
Posted in Strategic Advisor Webinars