Webinars and Resources

LivePlan Demo

Video Library

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

Live Webinars

Live sessions offered 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.

February 20, 2020, 11:00 AM - 12:00 PM PST: Business Planning as a one-time service for your clients

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

Special Event

Mastering the First 30 Days of Client Advisory

When: March 19, 2020, 1:00 PM PST

There is no period in your entire relationship with a client that is more important than the first 30 days. It is your best opportunity to create a lasting impression, set clear expectations, and lay the foundations of a streamlined experience for everyone involved. And this rings even more true for your advisory clients.

In this webinar, experts from LivePlan, Practice Ignition and Karbon are joining forces to outline what steps will ensure the first 30 days in your advisory process are streamlined, efficient and painless. Register here!

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.