Note: Please use the same email for webinar registration and LivePlan account usage. This ensures you receive credit for the courses and that we can communicate with you effectively.
Description: This session is for those new to LivePlan for strategic advising, or anyone still deciding. We’ll show you how it works for forecasting, reporting, and strategic advising, and answer your individual questions.
See how to use LivePlan to help your clients make spending decisions, understand their profitability, and provide meaningful monthly reporting and advice. We’ll also show how you can offer LivePlan strategic advising as a regular part of your advisory services, and the bundled services we recommend.
You’ll learn a lot in one hour, and be able to ask individual questions during the session. Come see LivePlan—you’ll love it!
Description: This session is for existing LivePlan strategic advisors who want to learn more. We’ll blow past the basics and jump right into forecasting and reporting features and details. If you need an overview of LivePlan and our program, register for LivePlan 101 listed above.
LivePlan has many options for forecasting, reporting, and syncing with your accounting solution. It does a lot, and you want a chance to learn it more deeply, and ask unique questions in real-time. This session is for you!
We’ll show you tips and tricks, and how to get the most out of LivePlan for your clients. We’ll also leave plenty of time for you to ask your individual questions.
More dates coming soon!
Description: Is your team overwhelmed by growing client workload and a never-ending flow of emails? Are you worried that poor email responsiveness will lose clients?
This session will introduce you to the best practices of an efficient email communication process for your entire firm or practice. We’ll provide you with a step-by-step email management checklist you can begin implementing right away. Finally, we’ll show you how software like Outpost can help.
Traditional email wasn’t designed for teams. That’s why the Palo Alto Software team built our newest software, Outpost.
Outpost takes the pain out of managing client email so your whole firm can see everything in one place, respond quickly, focus on productive work, and provide excellent service.
Can’t wait for our next webinar? View our past webinar recordings here.
*More training dates will be added. Please check back regularly for an up-to-date schedule.
We will email you our free LivePlan Method resource guides which include steps, scripts, and tips to engage your clients. Request this email by submitting this form.