A self-study video series that explains how to use LivePlan software for advisory services, following the LivePlan Method process.Listen to the videos at your own pace, using chapter links where provided.
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.
Live sessions and recordings offered monthly on topics relevant to Strategic Advising.
View our Best Practice library for recorded webinars and receive credit towards your certification renewal.
*More training dates will be added. Please check back regularly for an up-to-date schedule.
Listen to this recorded webinar video to learn to use LivePlan software in your practice as your platform for standardized Strategic Advising. This 90 minute video is one step to becoming LivePlan certified as an Expert Advisor.
Within LivePlan you can accomplish all the work necessary for standardized Strategic Advising: establish the client's Lean Plan, build the full financial forecast, report benchmark data, and track and report on key performance indicators. Perform the work in LivePlan, as well as use LivePlan as the basis of your advisory meetings to easily communicate results and facilitate ongoing strategic planning.