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The notion of planning, and adjusting our plan, is a fundamental part of all of our lives. We do it daily, sometimes without even realizing it, on things both big and small. Planning for retirement? Planning a vacation? Planning for next month’s grocery bill?
Implementing a process to manage the work of Strategic Advising is the key to making it happen in a profitable, seamless way. The LivePlan Method is a business process and pricing model for strategic advising services.
“Get comfortable with the uncomfortable.” This modest sentence is powerful. It’s only in the difficult places that we grow, so the more we can get comfortable with things that make us uncomfortable, the stronger we become.
As a Strategic Advisor, you’re a critical partner for your small business owner clients. The work you do and the expertise you offer helps your clients establish business goals, and guides their growth. Your work should cover questions such as these:
To understand the overall health and performance of a business, the three main financial statements—income statement, cash flow statement, and balance sheet—tell a vivid story.
In the public accounting industry, the practice of client advisory services involves much more than compliance-based work—it’s a relationship business. To grow and scale your Strategic Advising practice, your efforts need to be aimed at nurturing your clients and developing a personal connection that will set you up for repeat business.
If I’ve learned anything during my two-plus decades of marketing leadership, it’s that trust is the backbone of the seller-buyer relationship. Modern businesses must work harder than ever to establish early rapport and nurture it for the customer’s buying journey and life cycle. With heightened competition for customers’ business, attention, and information, it’s no easy […]
This past month, I used the LivePlan Dashboard for the first time at a board meeting for a nonprofit that I volunteer at. We reviewed our budget and how we were performing compared to our plan.
Palo Alto Software does more than build LivePlan, the world’s best business planning software. We also run Bplans, a website dedicated to original and curated business planning and business management content. Bplans is popular with entrepreneurs and small business owners the world over, because it brings together all of the best in business planning and […]
The LivePlan Pitch has always been a great way to create a quick overview of your business. As an alternative to the Business Model Canvas, the LivePlan Pitch helps you summarize your business opportunity, target market, competition, and business model—quickly and easily.
