Why Financial Forecasting Makes the Best Advisory Service – with Kathy Gregory

When your small business clients are stressed from financial uncertainty they need information from you as their advisor that will help them avoid feeling blindsided by unknowns, and enable them to forge a clear path forward.

A strong financial forecast is at the heart of any successful Strategic Advising relationship. Many people assume that reporting is the most important, but the forecast provides the roadmap, and therefore the basis for advisory services.

Join Kathy Gregory from LivePlan to learn how forecasting work is perfect for a strategic advising practice. Even if you don’t offer advisory services now, you can get started with financial forecasting as a service for clients, especially during uncertain times. You can help your clients understand their opportunities and limitations, and then react quickly with confidence.

Learning objectives:
– Understand the difference between budgeting and forecasting
– The power of monthly forecasting as a repeatable, optimized, and scalable pillar of your advisory service
– How to “do advisory”
– What resources you can choose and how you can use them
– How to be profitable and scalable

Here’s a link to the slides that Kathy uses in the session:


Kathy Gregory has over 20 years of experience in business development, including: financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. At LivePlan Kathy is the Director of Product Marketing and runs the specialized program for Strategic Advisors.

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