How to Turn Compliance Clients into Lifelong Advisory Clients

Advisory isn’t a one-off—it’s a rhythm. 

And rhythm builds lifetime value. 

The Problem 

Most firms pitch once, then revert to compliance. 

Advisory becomes episodic, not embedded. 

The Impact 

Upsell opportunities are missed. Client relationships plateau. Revenue stagnates. 

The Fix: Repeatable Advisory Flow 

Runagood’s Advisor Engine builds advisory into the regular rhythm. 

It guides client reviews, surfaces upsell opportunities and repeats the journey—automatically. 

Advisory isn’t a leap—it’s a loop. Let the system make it repeatable. 

👉 Trial the Advisor Engine with one client