The SPRS is a core component of the AskMyAdvisor® OS, designed to streamline and simplify the referral process for trusted advisor who are accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors .

Quick Meaning: The SPRS identifies your vital few—the top 20% of your client and advisor relationships. These key individuals are invited to an exclusive level of access that no one else receives. 

This access is available only to the invited individuals and their circle of influence (COI).

Exclusive Access: The SPRS provides a private communication channel to the advisor for Q&A, getting a second opinion, or requesting services.

Integration Methods: We coach two ways to integrate an SPRS:

• DIY Path: This method uses a special code in the email subject line that only your vital few know. It functions like a password to an exclusive club or a secret code to access a new restaurant.
• DFY Path: Our software generates a private Q&A Portal, offering a complete operating system that runs online and through the mobile app.

Both methods are designed to be activated in 10 minutes.

Warning: Select only one path—DIY or DFY. The true power of the SPRS is realized when there is no doubt or question about the single path to use for connection and communication. Having more than one path to you dilutes the effectiveness of the SPRS.

"Delays are the death of referrals"

The single-path referral system (developed by AskMyAdvisor®) addresses and removes these issues by creating a clear, straightforward referral process.

This removes the complexities and questions that often prevent referrals from happening. When you remove delays with a Single Path Referral System you remove...
"Delays are the death of referrals."

When the AskMyAdvisor® OS runs 24/7/365 in the background of an advisor's practice, there's no need to market to strangers again. Why?

Because all client growth comes from referrals from your crème de la crème relationships. These are not ordinary referrals.

As you will learn, with the AskMyAdvisor® SPRS, referrals come exclusively from the advisor's top 20% of client and advisor relationships because they are the only ones invited to access your Single-Path Referral System (SPRS).

To learn why, here is a 90-second walkthrough for you.

On-Demand, our new webinar gives the full playbook of the DIY and DFY (our software) way to activate the AskMyAdvisor® SPRS in less than 10 minutes.

Don't take our word for it, but you will see that there is nothing like this. Click here to hop on the on-demand webinar (no waiting) now. 

Is rooted in "The 90/10 Referral Factor."

Based on polls, 90% of clients say they would refer their advisor, yet only 10% actually do. The #1 reason the 80% don't follow through is that it's not clear exactly how to make a referral when the opportunity arises, which causes delays.

From here the referral process often becomes convoluted and inefficient, leading to delays or, worse, the referral never happening at all. This results in missed opportunities and diminished client acquisition.

The advisor's referral path is now clearly defined with their SPRS, eliminating confusion.

The process is instantly simplified, making it easier for your best clients and advisor relationships to refer you.

Consequently, advisors benefit from an increase in both the number and quality of referrals, driving enhanced client satisfaction and substantial business growth. This client growth is not only good but also scalable.

Now, advisors can focus on being the experts they are, working closely with their most important relationships and the people in their lives, rather than spending time marketing to strangers.

What becomes possible now? See Phase 2.

Once your SPRS is activated, you have added a communication portal for the "ongoing client discovery" of your best client and advisor relationships.

This secondary communication channel allows your top 20% to connect with you whenever a need or question arises, whether at midnight or during a conversation with a friend or colleague.

Here is what the former editor of Barron's said about this (opens new window).

Often, we think we know all we need to know about our best client and advisor relationships, but there are gaps. Important questions get missed during meetings, or they may be postponed, leading to missed opportunities.

The SPRS provides these vital relationships with elevated access to you and a simple path to ask those questions that get missed in meetings, on the phone, or in person.

This strengthens the bond and enhances loyalty.