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


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 was 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.

Watch 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