Webinars and Resources

LivePlan Demo

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.

Special Training Series

Four 90 Minute Live Online Training Sessions, presented by Mark Wickersham and Kathy Gregory

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

Series begins Jan 29 at 11:30 AM PST - How to win and deliver advisory work without resorting to low prices


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

LivePlan Method Resource Guides:

Want additional assistance?

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.