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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.

What I wish I knew about advising when I started

When: Thursday, May 19th, 12:30 PM – 1:30 PM PDT

Description: Starting your advisory practice can feel daunting, and you may be worried that you aren’t doing everything “right.” Determining scope and pricing, learning and implementing new software, and how to effectively engage with customers, are all areas you’ll want to address.

Join us as we talk with seasoned advisors, Lisa Raiche – Bohdi Business Advisors and Enae Jackson-Atkins – Esquire Accounting, who have been in your shoes. They’ll share the things they learned along the way, what they wish they knew when they started, and give you tips to successfully build your practice from day 1.

Can’t wait for our next webinar? View our past webinar recordings here.

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

Move beyond budgeting and into forecasting

 

Forecasting, cash planning, and reporting

 

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