Webinars and Resources

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Best Practice Video Library

View our Best Practice library for recorded webinars and receive credit towards your Expert Advisor certification renewal.


Best Practice Live Webinars

Live sessions offered monthly on topics relevant to Strategic Advising.

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.

Thurs. November 29, 2018 11:30 AM - 12:30 PM - Cash flow forecasting in LivePlan


December's Best Practice webinar will be a special event!
CPE Credit Webinar with Mark Wickersham

How do you package and price advisory services? How do you deliver these services? How do you sell them to clients? This webinar will address all these issues and give you key strategies for building a profitable business advisory service.

Wed. Dec 5, at 11:00 AM PST - How To Win High-Value Advisory Work And Build Business Advisory Into A Profitable Services


*More training dates will be added. Please check back regularly for an up-to-date schedule.


LivePlan Method Resource Guides:

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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.