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What exactly are repeatable advisory services, and how can they can help your firm?
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Financial forecasting 101: The most valuable advisory service to provide clients
Discover why financial forecasting is the advisory service your clients need, why you have a duty to provide this to them, and the steps to get started.
Watch the RecordingAbout this event
Traditionally, clients have turned to their accountants to assess their historical performance and current financial position. But if the past year has taught us anything, looking in the rearview mirror is not enough for a business to thrive.
In this webinar, Kathy Gregory (LivePlan) will join Ian Vacin to discuss why financial forecasting is the advisory service your clients need, and why you have a duty to provide this to them. You’ll gain a complete introduction to this service offering and come away with a blueprint to start taking a more proactive approach with your clients’ finances.
Register to learn:
The difference between financial budgeting and financial forecasting
Why forecasting makes such a valuable advisory service for your clients and your firm
How to communicate the benefits of financial forecasting to your clients
How to provide up-to-date information and projections to evaluate a client’s position, assess risk, identify opportunities and threats and make adjustments
If you cannot attend at this time, register to received the recording.
Meet the Speakers
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