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Build and Scale Valuable Advisory Services

Everything you need to build your strategic advising service — in a self-paced learning program.

Master the LivePlan Method advisory process

Increase your prices and win clients.

LivePlan eLearning is temporarily unavailable while we conduct improvements to better serve Strategic Advisors.

Check back soon for updates.


LivePlan Method advisory system

A complete system to successfully offer strategic advising. Get access to step-by-step LivePlan training and 20 resources to help you set up, implement and deliver monthly strategic advising.


Forecasting practice project

Learn to guide clients through financial forecasting and strategy with this practice business case about two caterers who decide to expand and need an advisor. You'll put the LivePlan Method into practice and be ready to do the work with your own clients.


Value pricing brochure

Quickly and easily set up advisory bundles with a fully customizable sales brochure. Help your clients identify the services they need, and realize higher prices with this proven sales system.

Why LivePlan Method training?

Your clients are turning to you for advice on their business growth challenges and opportunities. You need to be able to offer efficient, and scalable client advisory services.

The LivePlan Method is for newcomers to advising, seasoned veterans, and everyone in between. Learn a proven system to deliver more value to your clients within days.

LivePlan Method
William Wilsnagh, Skye Business Solutions
LivePlan is one of the few software and training products I've come across that delivers exactly what it says it will. - William Wilsnagh Skye Business Solutions, United Kingdom

Implement a System

LivePlan Method Program

Implement your advisory delivery program — $499

The complete LivePlan Method program for Strategic Advising. 20 resources to help you develop, implement, and deliver strategic advising, plus step-by-step LivePlan software training.

LivePlan software will be necessary to complete the program, and is sold separately. Free Advisor trial available here.

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LivePlan Method Program

Course assets

This seven-course program includes video lessons and 20 downloadable resources including:

  • LivePlan software training
  • A step by step forecasting and advising process
  • 3 meeting agendas with scripting
  • Advising bundles and pricing guidance
  • Capacity and resource planning
  • Pilot project guidance
  • Marketing email templates
  • First 12 months of advising guide
  • 5 customer-facing delivery resources
  • PPT and press release template
  • Logo and badge for website
Click here to view the syllabus

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All seven courses comprise about 5 hours of training. All the content is delivered through the online training portal, so you can complete it on your schedule. LivePlan software sold separately. We stand by this program with a 14-day satisfaction guarantee (a $45 administration fee will apply, see the FAQ page for full details).

A portion of this training can be completed to obtain LivePlan Expert Advisor certification.

Educational outcomes

This step-by-step course will guide you through the entire process of establishing advisory services in your firm. Through engaging videos, downloadable worksheets, and in LivePlan app work, you'll learn to use LivePlan, work with clients as an advisor, build your own advisory packages and pricing, and deliver forecasts and review meetings.

Our online classroom lets you learn at your own pace and review lessons at any time.

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For further information, please review our FAQ page or reach out directly.

Dmytro Arshynov, DMA Financial Management LLC
Great training materials. Highly recommend to anyone seriously interested in offering tax planning and advisory services. - Dmytro Arshynov DMA Financial Management LLC New York, NY

Practice your advisory skills

Course assets

Apply the knowledge you gained in The LivePlan Method strategic advising program to a fictional ”real-life“ business case. This hands-on practice project was developed to help you get comfortable applying the LivePlan Method before you start working with your own clients.

This practice project includes a comprehensive business case, 4 assignment worksheets and hands-on work in LivePlan (LivePlan software sold separately; see our FAQ page for details).

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Educational outcomes

After completing the LivePlan Method Training program, you will want to apply what you have learned. We understand that not all advisors feel ready to jump into advisory with actual clients. So we created this course for you.

Gain the confidence you need to succeed by putting what you learned into action. You will conduct the step-by-step process of The LivePlan Method from Kickoff to the Advisory Meeting and experience what it is like to do advisory work with a small business client.

With special emphasis on business modeling and forecasting, this practice project is the pilot client experience you need to boost your confidence in advisory services.

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For further information, please review our FAQ page or reach out directly.

Ellen Humphrey-Allen, CPA
I found this training very valuable. I have looked into several software applications that are similar to LivePlan — it was this training that has convinced me to implement LivePlan into my practice. - Ellen Humphrey-Allen, CPA Ontario Canada

Sell advisory bundles

Course assets

The ultimate product for demonstrating the value of what you do. This brochure is not only a sales aide but more importantly, it's a pricing system. Walk your customers through the journey of identifying the problems you will solve for them, and showing them the value of your solution. Created with Mark Wickersham and Noir, it's fully customizable for your firm.

Fine-tune this brochure content, then work with Noir to create your finished product — in printed and electronic format. Use it live with customers or publish on your website.

What you get:

  • Brochure content in MS Word format
  • Video instruction from Mark Wickersham for the value based selling system
  • Video instruction for establishing your advising bundles
  • Video instruction for selling techniques to increase price
  • Instruction for working with Noir for finished design and printing
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Value pricing brochure content

Educational outcomes

To be profitable in strategic advising it's best to offer the service as a product—in bundled options. With the LivePlan Method you'll marry your work process to your advising bundles, to ensure consistent, scalable, profitable strategic advising.

All of this in Mark Wickersham’s famous value pricing system.

  1. The Power of Context— The context in which you sell something influences the perception of what the customer will expect to pay.
  2. Packaging Matters— Present with polished packaging and imagery, reinforces that you provide quality services.
  3. Position yourself as an Expert— Show that you are specialized in advisory and are serious about it.
  4. Systemize your sales presentation— Say the right things in the right order. Your team can follow the same process and build up the value for your offering every time.
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For further information, please review our FAQ page or reach out directly.

Brooksher Banks, CPA Banks & Associates
The LivePlan family actually works with you through webinars, support systems and Bootcamps...We found [LivePlan] to be extremely helpful in our practice, and it has allowed us to scale and expand our operations - Brooksher Banks, CPA Banks & Associates

Bundle and save!

Get all three programs for one low price. Implement your system, hone your skills, set up your bundles. Then sell and deliver valuable monthly strategic advising to your clients.

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