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
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