Webinar Recording: Help More Clients in Less Time With Lean Strategic Advising


Lean strategic advising free webinar for business advisory

As a strategic advisor, being nimble and productive in your work is essential to the growth and health of your business. Watch our new recorded webinar, hosted by LivePlan and Karbon for a deep dive into lean strategic advising as an efficient and agile process for managing client advisory relationships. 

The best strategic advisors help their clients evolve their businesses to achieve their goals. And the most profitable strategic advisors provide this same guidance to a greater number of clients by being efficient and nimble themselves.

In this webinar, Ian Vacin from Karbon will be joined by Kathy Gregory to explore Lean Strategic Advising. Based on the principles of lean management, you’ll learn how to deliver the most important information to your clients in the least amount of time, combined with a cycle of continuous improvement.


In this webinar you will learn:

  • An agenda for the ideal kick-off meeting that’s productive for you and memorable for your client
  • Tips to ensure continuous improvement for both your client and your own business
  • How to develop a 12-month plan for each client relationship
  • The LivePlan Lean Method as an iterative tool and software for managing client advisory relationships

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.

Stay up to date with all of our best practice webinars and recordings by subscribing to our blog. 

Nina Bamberger
Nina Bamberger
Nina is a Business Development Specialist at Palo Alto Software. Her recent work has included strategic writing, Data management, social media campaign management, and collaboration on strategic partnerships. She recently graduated from the University of Oregon in 2020. 
Posted in Strategic Advisor Webinars