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Strategic Advisor Blog

Overcoming Inbox Anxiety
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Overcoming Inbox Anxiety

Madeline Pratt, Founder and CEO of Fearless Foundry recently wrote about her challenge to overcome inbox anxiety, sharing key tactics (and our email tool for teams) that have made a big impact on her sanity and her inbox.

4 Best Virtual Event Platforms to Consider in 2021
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4 Best Virtual Event Platforms to Consider in 2021

Last year, our team rolled out our first ever in-person training opportunity — the LivePlan Bootcamp for Strategic Advising. It’s been a goal of ours for a while and gave us an opportunity to deliver our training live to a small group of engaged users. After hosting the event we were left with a ton […]

Why Financial Forecasting is the Foundation of Successful Strategic Advising
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Why Financial Forecasting is the Foundation of Successful Strategic Advising

A strong financial forecast is at the heart of any successful Strategic Advising relationship. Many people assume that reporting is the most important, but the forecast provides the roadmap, and therefore the basis for advisory services. Reports and key performance indicators (KPIs) do provide useful information, but a rock-solid forecast provides the plan. Measuring it is […]