Your system for strategic advising. The software, the method, and the guidelines for you to deliver advisory services efficiently and profitably.See the
Automate everything! LivePlan automatically syncs with your accounting software, maps to the chart of accounts, and creates dashboard reports and financial forecasts with 3 years of data. You can start sharing powerful reports with clients immediately.
The Kick Off is an important step. It's a chance to connect with your client, learn their business model, understand the problems they need to solve, and hear their long-term goals. If done correctly at the beginning, you won't have to repeat this every month—which is one of the keys to creating a scalable advising practice. Use our resource guide to help point you in the right direction.
Conduct a Lean Planning meeting with your client, gathering all the details necessary to create a strategic plan using LivePlan's Pitch feature and our Planning Meeting Resource Guide. Do this one time the right way, and you won't have to start over each month with your client. It's scalable.
Build a smart financial roadmap for your client using the 3-year automated forecast and the knowledge you gained in the planning meeting. LivePlan's built-in benchmarks and forecasting wizards will guide you.
Conduct a monthly Strategic Advising meeting with your client, using LivePlan's Dashboard reports and our Advisory Meeting Resource Guide. Compare forecast to actuals, look at trends, uncover problems, and guide solutions—it's what being a Strategic Advisor is all about!