Webinar Recording: See how Aero and LivePlan work together to deliver advisory

If your practice is looking for a way to get more organized and scalable delivering strategic advising, watch our recorded webinar to see how Aero + LivePlan can help.

Come take a peek inside Aero, and see how it works with LivePlan, with special guest Laura Redmond! Hosted by Kathy Gregory of LivePlan.

In this webinar Laura Redmond will show:

• How she uses Aero to manage her advisory work tasks
• How she sets up each customer
• How she prepares and delivers an advisory meeting

The LivePlan Method for Strategic Advising is a scalable process for delivering advisory. You can find it right in Aero’s library and quickly implement a workflow with your team.

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.

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Kathy Gregory

Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.

Posted in Strategic Advisor Webinars