How to Make Advisory Offers Feel Natural, Not Pushy

 Pitching advisory work shouldn’t feel awkward. 

But for many accountants, it does. 

The Problem 

Without structure, the pitch feels like a leap. 

Clients sense hesitation. Advisors lose confidence. 

The Impact 

Opportunities stall. Value gets lost. Relationships plateau. 

The Fix: Guided Pitch Flow 

Runagood’s Advisor Engine makes the pitch a natural next step. 

It’s aligned with the dashboard, scoped to the client, and built to convert. 

Pitching isn’t selling—it’s enabling. Let the system guide the close. 

👉 [Trial the Advisor Engine with one client]