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LivePlan’s Financial Forecasting Master Class is back! Join us August 10th for a half-day, dynamic live virtual learning event that will prep you to bring added value to your clients. Space is limited, so reserve your seat today! Build your forecasting chops This Master Class will take advisors on a deep dive into financial forecasting, […]
Editor’s Note: An updated version of this post, along with other strategic advising resources, is available on the LivePlan Blog. It’s the question I get asked the most by accountants and business consultants who are beginning Strategic Advising services: “I do budgeting already. What’s the difference between a budget and a financial forecast?” The answer […]
Learn how to make the most of networking events and conferences with these six tips for connecting with attendees and earning new clients.
