Our program for Strategic Advisors offers bundled LivePlan software licenses, co-branding, unlimited users on your account, and access to exclusive quarterly webinars with CPE designed to help you implement and grow your advising practice.
The program is tailored around the LivePlan software and the LivePlan Method business process for client advisory services. We offer a wide range of training, from an online learning system, to live webinars. Visit the training page of our website for detailed information and access to this training.
The Strategic Advisor program (described above) provides the LivePlan software, specialized training and customer support to anyone working with small business clients in an advisory capacity. It provides the basics for using LivePlan as a small business advisor.
The Expert Advisor program is a method of certification and enhanced marketing and business development support by way of our Expert Advisor Directory. Certification is available after passing an exam and meeting usage requirements. After that, the advisor has the ability to be listed in our online Expert Advisor Directory, which we promote to small business clients.
The 90-day LivePlan software trial allows Strategic Advisors a chance to learn how to use LivePlan as their platform for offering client advisory services.
We offer four licenses during the trial so advisors can create companies to try out with clients, or simply to develop sample clients to see how the software works. Use our webinar and online video training on-demand to get all the help and support you need.
At the end of 90 days, the trial account switches to a paid account, with access to 4 licenses. Additional licenses can be added by the account owner through their LivePlan account as needed.
Yes! The LivePlan Method business process for client advisory services is a detailed task list, covering about six hours of work. Tasks range from 1 hour to 5 minutes. The task list can be downloaded here. For best results, we recommend that you take our online training series, which covers how to implement the method and use it with the LivePlan software.
Strategic Advisors have one account, registered to a single email address. Licenses are added to the account as needed. Each license holds one client plan, called a Company. The account may have unlimited users. Clients can be added as users to the account, and assigned read/write access to a specific Company. Company plans can be archived at any time, and new company data may be written into the same license instance. All Companies can be accessed by the master account dashboard.
We accept Visa, MasterCard, American Express, and Discover credit cards as well as PayPal.
Your company plans are 100 percent yours at any time. You can take your plan(s) with you when you go. If you decide to end your LivePlan subscription, just export your plan(s) to Word or PDF before you sign out for the last time.
Yes, LivePlan has no long-term contracts of any kind. You are welcome to cancel your account at any time. Your cancellation will go into effect at the end of your current billing period.
LivePlan works for every industry: retail, restaurants, services, healthcare, and all other sectors. It also comes with over 500 sample plans you can use as a guide while writing with your client. Plus, LivePlan has industry benchmarks for over 1,000 industries included. Knowing industry standards helps ensure that you advise your clients using a forecast that is both challenging and achievable.
LivePlan offers North American industry data for over 1,000 different industries, broken down by region and company size. The data we use is provided to us by SageWorks, makers of ProfitCents. LivePlan provides data across a variety of different metrics, including Gross Margin, Profit Margin, Operating Margin, Revenue per employee, Quick Ratio, Current Ratio, and more. LivePlan allows you to compare both your actual and forecast benchmarks to industry standards.
LivePlan's Dashboard gives you a comparison between your actuals and your forecast values, across a variety of different trends and metrics. The trends and metrics are broken down into 7 different categories, including: Spending Metrics, Money In/Out, Key Margins, Productivity Metrics, as well as revenue and cost breakdowns. Within the Dashboard you can print off a customized report, complete with the metrics most pertinent to your client, providing you a deliverable for your client.
Yes! LivePlan's Forecast tool allows you to build out a full cash flow forecast for your client, complete with projected revenue, expenses, COGs, salaries, and more. The Forecast also allows you to view full financial statements - Profit and Loss, Balance Sheet, and Cash Flow. The Dashboard gives you comparative cash flow views allowing you to compare your client's projected cash flow to their actuals.
Please see our full frequently asked questions page or contact us and we'd be happy to help you personally. Also, we offer a robust customer help center for all questions about using LivePlan, which we update constantly.
Call 1-888-498-6136 or start a live chat.
Our office is open from 8:00am to 5:00pm Pacific Time, Monday to Friday.
Our expert Customer Advocacy team is standing by.
We ask our customers to rate their experience after every interaction with our Advocacy team and we're constantly striving to raise this number higher.
Thank you to Teri Epperly, our former Director of Training and Customer Experience, for 20 years of exceptional service.