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.
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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