Strategic Advisory Fall Bootcamp

Forecasting your clients success

A 3-day virtual conference that includes:

Deep training | 18 CPE Credits* | Client-ready resources

Our June event was a great success! Check out what attendees had to say.

© Copyright Palo Alto Software 2021

Join us for our next

A 4-day virtual conference that includes:

Deep training | 18 CPE included* 

Client-ready resources

November 8-10, 2021

“A jam-packed experience full of valuable information.
 One of the best ‘seminars’ of my career.” 

- Syd Highley

*18 CPE credits issued by 

Space is limited.
Register now for this special online training event!

Early Bird Price: $1200 $840

-Arnold Gilbo

"I had a choice between this and QB Connect. I chose the Bootcamp. Best decision I could have made!"

-Judith DeFeo

"The materials we received give me the confidence to go out and sell and deliver this service. I can't wait to start using it with clients!"

"LivePlan Bootcamp further exposed a world of opportunity for growing and maintaining a successful Strategic Advisory business."

-Enae Jackson-Atkins

Hear what previous attendees have said:

Learn the LivePlan Method

• A scalable system for delivering immense value in a profitable way, every month
  
  

• Help your small business clients understand their profitability and cash planning
  
  

• A deep focus on lean business modeling, financial forecasting, and reporting analysis to provide insights and structured guidance
  
  

• Guide your small business clients more strategically, showing them how to understand business opportunities and limitations so they can react quickly and with confidence
  
  

• Learn how to market, sell, and deliver this vital client advisory service
  
  

• Become a Certified LivePlan Advisor and begin offering advising services to current LivePlan small business customers

Build Your Expertise with Practical Skills

• What is strategic planning and why it makes the ideal client advisory service

• How to create financial forecasts that truly guide your small business clients’ decisions.  And how lean business modeling helps you build better forecasts

• How to deliver it all in a way that will be efficient, scalable and profitable: the LivePlan Method for Strategic Advising

• How to use LivePlan software as your advisory platform

• How to use digital marketing effectively, with an emphasis on web site design, SEO and social media marketing. 

• How to engage and guide your clients, and run effective meetings

• How to use capacity planning and resource allocation to set up your firm’s advisory business process

• How to develop packages and price for profit

Interactive Learning and Small Group Webinars

• Learn the type of financial insights and planning that small businesses need to be successful.

• Learn how to do financial forecasting and business modeling, lean style

• Learn LivePlan software and how to use it for lean planning, financial forecasting, reporting and even developing full business plans.

• Practice running effective advisory meetings, in a structured way.  

• Workshop your firm’s advisory business process, packages, and pricing

• Review your firm’s website for digital marketing optimization

• Share best practices and industry knowledge with your peers and learn from them too

• Meet our team, and learn about our product roadmap

Client-Ready Resources You Can Use Immediately

• LivePlan Method business process for your firm

• Business modeling template

• Engagement resources to use with clients: emails, meeting agendas, scripting, and more

• Packages and pricing structure for your firm, marketing collateral and review of your homepage

• Leadership skills to run advisory meetings and deliver guidance effectively

• LivePlan Advisor Certification

Want to learn more about this event? Email us at accountants@liveplan.com

Space is limited.
Register now for this special online training event!

Early Bird Price: $1200 $840