Exclusive directory listing
Let our marketing team work for you! Small businesses need the help of a trusted advisor like yourself, and we'd like to help them find you.
If you are a certified LivePlan Expert Advisor and are actively working with three or more clients using LivePlan, you will qualify to be listed in our exclusive online directory!†
This beautiful online listing includes your headshot and a profile your business. It's hosted on our main LivePlan site for thousands of small business owners to see.
We want you to succeed, and we are here to help! Our monthly best practice webinar series, specifically designed for LivePlan Expert Advisors, offers education and information in a broad range of topics to support your whole business.
You will receive invitations and reminders about our monthly series, and we'll ask that you attend at least four of these annually to be sure you're up to speed with the latest information.
Get started in style with our Expert Advisor welcome kit! You'll receive a digital welcome packet that includes a certificate of completion, marketing materials for your practice, and LivePlan Advisor swag.
Official certificate and badge
Proudly display your LivePlan Expert Advisor certification in your office, on your website, in your marketing materials, and anywhere you want to impress clients.