Strategic Advising Best Practice Training Library

Our Best Practice Library provides video training specifically for Strategic Advisors. It’s designed to help you with all things related to implementing and developing your advisory practice. Specific content includes: 

• What makes advisory so valuable and how to develop your practice
• Marketing, pricing, and selling your service
• Building forecasts for clients in LivePlan
• Delivering reports and hosting monthly advisory meetings
• New feature reviews
• Using other tools to round out your advisory ecosystem

Do you provide live training?

We provide free webinars every month. You can see our upcoming schedule and sign-up for webinars here.

All of our webinars are interactive, providing you an excellent opportunity to get your advisory or LivePlan related questions answered in real-time. We answer questions during the webinar so make sure to come prepared.

If you’re unable to attend during the live webinar training, we upload new webinars each month, so make sure to check often for new content. 

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