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 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.

Summer Break

We are taking June, July, and August off from our Best Practice series. Best Practice sessions will resume on 26-Sep-2019.

Our video library has a variety of great recorded content, so please check there for advisory topics. See the link above.

Please complete this survey to help us plan subject matter for our Fall and Winter series.

September 26, 2019, 11:00 AM-12:00 PM PDT: Mapping in LivePlan for flexible forecasting and reporting

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

Special Presentation

July 2, 2019: How to Win High-Value Advisory Work and Build a Profitable Practice

Join Mark Wickersham and Kathy Gregory for an overview of Value-Based Pricing for Advisory Services. Learn how to successfully sell expensive advisory services with the top down approach and without having to do any selling! Also, learn about bundling as the first step to value pricing.

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.