Learn the basics of financial forecasting in LivePlan by watching this webinar recording. Set up your firm for long-term success with an iterative process that will help drive decision making.
In this recording you will learn:
- how to project profitability, plan for cash, and make spending decisions
- how to provide meaningful reports to your clients
- how to offer this work as part of your advisory services, and options for bundling
Here are additional resources:
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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