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From Compliance to Reliance With Mark Holton 

In today’s competitive landscape, offering more than compliance isn’t just a nice-to-have - it’s essential.
Join advisory expert Mark Holton OAM of Smithink and Dext’s Senior Product Expert Glenn Castle for a focused session on how to build and scale advisory services that make sense for your firm. Together, they’ll walk through:

  • Spotting the Signals: Proven methods to identify advisory opportunities already sitting in your client base

  • Client Conversations that Stick: Communication frameworks that build trust, influence, and long-term engagement

  • Pricing for Value: How to confidently price advisory services — without underselling or overengineering

  • Making the Shift: Workflow and tech strategies to free up time and capacity to deliver higher-value work

Whether you’re testing the waters or ready to double down on advisory, this session will give you the clarity, structure, and tools to move forward with confidence.

Watch On Demand

About our Speakers:

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Mark Holton OAM

Director,  Smithink

A respected consultant in taxation and business management, Mark comes with more than 30 years’ experience as an Accountant and Tax Agent in practice.  Mark specialises in implementing and delivering business advisory services through structured advisory systems and software.

Glenn Castle - Dext
Glenn Castle

Regional Accounting and Product Expert, Dext

Glenn is a Chartered Accountant who has spent over 20 years in the Tax and Accounting space. 5 years in Practice, before making the move into technology where he has spent the past 15 years implementing software into accounting practices of all sizes and as a product manager. Glenn has looked after the design and development of various accounting software solutions and enjoys solving problems through the use of technology.