Training and tools to improve your advisory practice
Implement an advisory delivery program - $499
Learn The LivePlan Method for Strategic Advising. A step-by-step process for accountants. This online, self-paced training provides a complete system to launch your strategic advising practice.
Practice your skills - $225
Don’t have a practice client? Use ours! This hands-on practice business case project, prepares you to successfully implement the LivePlan Method for Strategic Advising before you start working with your own clients.
Customize a brochure and offer bundles - $349
This brochure, created with Mark Wickersham, is more than a sales tool, and acts as a communication and value pricing aide. Walk your customers through the journey of identifying the problems you will solve for them, and showing them the value of your solution.
What you will gain
Standardizing how your firm operates is the path to profit.
Our digital product portfolio provides you and your firm with the tools and confidence to implement a system for advisory services. Whether you are new to strategic advising or a seasoned veteran, you will gain the knowledge and tools to be efficient, profitable, and scalable with your advisory practice.
You’ll be equipped to conduct advisory services that exceed client expectations and enhance your selling approach. All by implementing a simple system that positions you as the Expert right from the start of your client relationship.
Having a business process standardized and being a trusted Expert is your path to success with advisory!
For more information, please review our Frequently Asked Questions or reach out directly.
