Easy routes to move into advisory work

This exclusive one-hour webinar on Wednesday 20th July has been designed tohelp accountants who want to do more advisory work but are unsure how to do this, where to start and how to motivate their clients to pay for financial and business advice.

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Jointly presented by Mark Lee FCA (accountant mentor and speaker) and Duncan Collins (Founder of Runagood)


If you are frustrated by or scared about the constant pressure to move into advisory services, this lunchtime webinar will open your eyes to what you can do without making huge and scary changes to how you operate. Mark and Duncan will help you overcome any resistance or concerns you have about the way accountants are making the move into the delivery of more profitable advisory work. They will also be sharing plenty of insights along with quick wins, commercial ideas and numerous tips as to how you can move beyond a focus on recurring compliance work.

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12.30-13.30 hrs GMT online Wednesday 20th July. You can log on and chat with Mark and Duncan from noon. Let them know your questions, issues and challenges and they’ll address these either immediately or during the webinar.


Limited capacity to ensure you get what you need.

By the end of this session, you will understand:

  • The 6 different types of services accountants provide and what it takes to move ‘up’ the scale 6 types of service
  • Why you need not be scared of expanding beyond compliance work 
  • Different approaches you can adopt as regards the business advice you deliver 
  • How to educate clients to appreciate the value of your advice 
  • How to use your existing business management skills to help your clients 
  • How to get clients thanking you for making them more profitable 
  • The messages you need to promote to win more advisory work
  • How to introduce the idea to clients and to win them  
  • And how other accountants are already doing this 
  • Why the psychology around your advice matters more than the technology you use  


Mark Lee is a respected independent commentator and has long debunked the idea that compliance work is dying. However he is also keen to help those accountants who appreciate the value they can deliver through focusing more on the provision of advisory services. After years of delivering his advice 1-2-1, he is now sharing it more widely and, on this occasion, there is no charge for attending this webinar. 

Duncan Collins - headshot Duncan Collins worked with one million owner managers and trained 5,000 consultants when leading the government’s 20-year strategy to raise the international competitiveness of UK small businesses from 21st to 7th place.  He has developed technology to automate these same techniques and combined them with a the only small business knowledge and performance database of its kind to bring advisory costs down by 90% and to reduce the advisor learning curve by 80%. 


All attendees will also be able to seek any reasonable follow up support or clarification direct from Mark and from Duncan.


Just complete the simple booking form below and we’ll send confirmation of your place and the login details for this webinar which will be presented via Zoom on Wednesday 20 July.

NB: Booking your place authorises both Mark Lee and Runagood to follow up with you by email – with the facility for you to opt out at any time of course.