Getting started as a LivePlan Strategic Advisor

Before diving into LivePlan with your clients you may be asking yourself the following questions:

  • Why LivePlan?
  • Why is Financial Forecast Advisory important?
  • I’ve started my trial, but where do I get started?
  • Where do I get training and the resources provided with my account?

These videos are great resources for getting started as a Strategic Advisor with LivePlan. They’ll answer the questions above, plus more. Remember, if you have any additional questions at all, you can also contact us any time.


Step 1: Why LivePlan?




Step 2: Why financial forecasting is the best advisory service




Step 3: Getting started in your account




Step 4: Where to find your resources and get help



Was this article helpful?
0 out of 0 found this helpful