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The LivePlan Blog

Tips to grow a better, smarter business

Kathy Gregory

October 18, 2024

How to Nail Your Strategic Advising Kickoff Meeting

Christa Carter

October 18, 2024

How to Sell Financial Advising Services to Accounting Clients

Kathy Gregory

October 18, 2024

How to Conduct a Strategic Advising Meeting With Small Business Clients

Elon Glucklich

September 25, 2023

Why Embracing Financial Forecasts Will Make You a Better Advisor
A small business consultant creating an AI business plan for a client

Elon Glucklich

June 25, 2024

We asked over 130 small business advisors about AI. Here’s what they said.
A business advisor discussing financial forecasts with their client.

Elon Glucklich

July 12, 2024

8 Tips to Improve Financial Forecasts for Your Clients
Plan a little, grow a lot—with an all-in-one business management tool.  

Elon Glucklich

July 18, 2023

Advisory Consulting and Accounting Services: A Step-by-Step Method for Growth
A small business advisor using consulting tools to present to clients

Elon Glucklich

April 7, 2023

5 Powerful Consulting Tools to Elevate Your Advisory Work
A business advisor helping a client understand their financial forecast

Elon Glucklich

August 16, 2024

Financial Forecasting: The Best Practices in Strategic Advising
Printout of financial data used by business advisors

Elon Glucklich

October 10, 2024

5 Economic Headwinds, 5 LivePlan Solutions for Business Advisors
Advisors holding a business consulting strategy meeting

Elon Glucklich

March 8, 2023

Business Planning Insights to Confidently Advise Entrepreneurs

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