Watch our recorded webinar where you will learn the basics of financial forecasting in LivePlan. Set up your firm for long-term success with an iterative process that will help drive decision making.
In this webinar you will learn:
- how to project profitability, plan for cash, and make spending decisions
- how to provide meaningful reports to your clients
- how to offer this work as part of your advisory services, and options for bundling
Here are additional resources:
Best Practice Library for additional training webinars designed to help you learn how to use LivePlan, implement practices and strategies in your advisory practice, and keep you informed on the latest new features.
We upload new webinars each month, so make sure to check often for new content! You can also sign-up to attend live webinars here.
Stay up to date with all of our best practice webinars and recordings by subscribing to our blog.
Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. At LivePlan Kathy runs the specialized program for Strategic Advisors. She is a graduate of the University of Oregon.