Watch our new recorded webinar for strategic advisors where you will hear from accounting expert Sharon Means, of Redmond Accounting, and industry experts from Aero Workflow, Practice Ignition, and LivePlan.
Converting existing clients to strategic advising is just as important as selling your services to new clients. Joshua Lance will dive into the topic of Sales, and show you how to communicate and convert your existing clients. Then, immediately kick-off the work with each client through consistent deliverables made easy with LivePlan.
The ongoing process of managing conversations and keeping the advisory relationship alive, will be explored by Sarah Sivesind, through best practice tips and easy to use workflow templates.
In this webinar you will learn:
- How to have The Sales Conversation
- How to communicate business advisory services to your clients and convert them to Advisory
- How to establish bundled services for Strategic Advising
- How to have an engaging kick-off meeting with clients
Visit our 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.
Nina is a Business Development Specialist at Palo Alto Software. Her recent work has included strategic writing, Data management, social media campaign management, and collaboration on strategic partnerships. She recently graduated from the University of Oregon in 2020.