Lean Strategic Advising: A blueprint to help more clients in less time

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The best strategic advisors help their clients evolve their businesses to achieve their goals. And the most profitable strategic advisors provide this same guidance to a greater number of clients by being efficient and nimble themselves.

In this webinar, Ian will be joined by Kathy Gregory from LivePlan to explore Lean Strategic Advising. Based on the principles of lean management, you’ll learn how to deliver the most important information to your clients in the least amount of time, combined with a cycle of continuous improvement.

Register to learn:

  • An agenda for an ideal kick-off meeting that’s productive for you and memorable for your client

  • How to keep the work simple and focused by identifying the most important items for developing a first forecast

  • Tips to ensure continuous improvement for both your client and your own business  

  • How to develop a 12-month plan for each client relationship

If you cannot attend at this time, register to receive the recording.

Ian Vacin
Chief Customer Officer, Karbon

Ian is passionate about helping businesses be as successful as possible in order to positively impact the small businesses they serve. With 25+ years' experience in technology & process improvement and 15+ years of leadership experience in the accounting industry at Karbon, Xero, and Intuit, Ian is a recognized expert, innovator, and teacher.

Kathy Gregory
Director, Strategic Development and Engagement, LivePlan

Kathy has spent 25 years in business development, including financial forecasting, strategic planning, process development, project management, and mergers and acquisitions. She has worked in public and private, small to mid-size organizations doing business development, and strategic planning and implementation, working with executives, boards and their investors. Kathy developed the specialized program for Strategic Advisors at LivePlan.