Advisors- Love Referrals, Hate the Ask? No Sweat, We've Got the Fix!

Because we've got your keys to referral utopia – Plus, no more asking, ever again. Yet, referral onboarding runs on autop

It gets better: It's simpler than you think, with absolutely no cringy, low-status: asking, gifting, gimmicks, etc.🤮

AskMyAdvisor® Method and Software OS
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Expert Takes on the AskMyAdvisor® OS

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"This software has 0 fat."

Chief Data Scientist and Corporate VP at Microsoft

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"This is the way."

Vice Chairman and Senior Partner, Stephan Sinwell, CPA at Deloitte

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"It's Simple and Brilliant."

The Original Referral Coach, author, Bill Cates of Top Advisor Podcast

Finally, A Complete Referral Onboarding OS, Running 24/7/365, on Autopilot.

"Upgrade Your Client Building Process From The Horse & Buggy Era Straight to a Tesla."

Shift from being a part-time advisor and part-time marketer, to what you do best...Being an outstanding advisor, full-time.

What happens now? It's adding a 24/7 sales team to your staff in 10 minutes sans the $250k/yr. in paychecks, days off, complaining, and hiring pains, while you take better care of your top clients. There is nothing like this.

One URL to Rule Them All, Frictionlessly

Unlock a Complete Referral Onboarding and Client Discovery OS that is running 24/7/365, on autopilot.

This by-invitation access, elevates your top 20% client and advisor relationships and their respective COI's, while it automates everything, all through OneURL™, nothing else.

Opens in a new window. Feel free to test it and ask a question.
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The AskMyAdvisor® Method & OS

Transforming the advisor-client relationship by offering the first-of-its-kind complete client discovery and referral onboarding OS.

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Elevate Your Top 20% Client and Advisor Relationships. Why?

They account for 80% of your revenues and referrals each year, they have earned it.

How? Add them to your VIP Inner Circle. Doing this immediately increases engagement with your Inner Circle of your most important relationships and their COI. In turn, you automate your Client and Referral Discovery + Onboarding Operating System (OS).

This changes everything. We'll show you how...⬇

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Your Client Growth Supercharged

How? By giving your Top 20%: Clients, COI advisors and their COI a by-invitation, Black Card-esque access to you. 

Why prioritize the top 20%? It's simple mathematics, fueled by the Pareto Principle that anchors the AskMyAdvisor® Operating System (OS). 

In the world of trusted advisors—be it accountants, attorneys, consultants, financial advisors, realtors, or others—it's this 20% of clients that generates a staggering 80% of the revenue. Your top 20% COI advisors provide 80% of your referrals.

It's not just business; it's recognition. They've earned this distinct, premium service level. Beyond their direct contributions, this influential group and their Circle of Influence (COI) stand as the key catalysts, driving unparalleled client growth through the AskMyAdvisor® OS.

The AskMyAdvisor® foundation. Do you know this about your clients?

We're sure you've seen some of these stats. The question is, have you ever fully considered how they impact your business? We show you how to make these stats work in your favor, where the others are not.

  • 90% would refer
  • 10% Actually do
  • 80% Is wide open
  • 600+ Avg. COI now
  • 6k+ COI of 10 clients
  • 20% Of Clients=80% of revs
  • 80% Unclear how to refer
  • #2 COI Current clients
  • #1 COI Top 20% clients

The Future of Client Building

The First-Ever, Complete OS for Client Discovery+Referral Building Centralized Through One URL, Running on Autopilot 24/7/365.

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    Advisor Benefits

    1. Increased Engagement: The Q&A Portal fosters a more direct and active line of communication between the advisor and their clients, ensuring a stronger, more personalized relationship.
    2. Efficient Time Management: By consolidating client inquiries into a dedicated portal, advisors can better allocate their time to address these queries, optimizing their workflow.
    3. Enhanced Referral System: The exclusivity and by-invitation-only aspect of the portal can enhance the perceived value and prestige of the advisor's services, encouraging more referrals from top-tier clients.
    4. Streamlined Onboarding: The portal facilitates a smoother, more intuitive onboarding process for both new clients and referrals, reducing administrative burdens and enhancing user experience.
    5. Automated Client Discovery: By constantly running, the system ensures that potential client discovery and referral onboarding happens around the clock without the advisor's direct intervention, boosting acquisition opportunities.
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    Benefits for Clients and their COI

    1. Direct Access to Expertise: Clients and their COI can swiftly reach out with any queries or concerns, ensuring they always have a direct line to expert advice and insights.
    2. Exclusivity & Prestige: Being part of an invitation-only portal enhances the sense of exclusivity and recognition, acknowledging the client's importance to the advisor.
    3. Efficient Communication: The portal centralizes communication, eliminating the hassle of traditional back-and-forths via emails or calls, and ensuring questions get addressed promptly.
    4. Frictionless Referrals: If clients or their COI wish to refer someone, the system simplifies the referral process, ensuring that the prospective client or referral gets the attention they deserve.
    5. Consistent Updates: The always-on nature of the portal ensures clients and their COI are continually updated with the latest insights, news, or offerings from the advisor, keeping them in the loop and enhancing their engagement.

How It Works

The AskMyAdvisor® Operating System (OS) revolutionizes the client-building process by zeroing in on a largely untapped resource: latent client referrals. Even though polls show a staggering 90% of clients are ready to refer, only 10% do, leaving an untapped potential of 80%. This dormant referral capacity can be activated by the AskMyAdvisor® OS.

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    Pareto Principle (80/20 Rule)

    Our Client Building OS is driven by the Pareto Principle: The top 20% of clients account for 80% of an advisor's income. The top 20% of COI advisors account for 80% of the referrals.

    Therefore, advisors give Q&A Portal access solely to these important relationships and their COI, enhancing service to the most profitable sector. This approach fosters a high-quality client and prospect group, enabling streamlined and impactful growth.

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    Only the Crème De La Crème

    AskMyAdvisor® OS's inherent selectivity connects only the highest quailifed clients and prospects to you. No one else gets this access. Thus rendering traditional, horse and buggy-esque client-building techniques obsolete.

    By harnessing the potential of latent referrals and focusing on high-value clients and advisor relationships only, the AskMyAdvisor® OS positions itself as a superior system in the realm of client relationship building and management.

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    Additional notes about the OS

    Within 10 minutes, our advisor members have their Q&A Portal LIVE, like this demo (opens new window), ready to connect with their top 20%: Clients, COI advisors and their COI, instantly. Some of the benefits.

    1. Client Referral Activation: Helps to activate the latent referral capacity of clients, enhancing lead generation.
    2. Selective Client Access: Provides premium access to the top 20% of clients who generate 80% of the revenue.
    3. Q&A Portal: A dedicated portal for top-tier clients to ask questions and get personalized responses.
    4. Pareto Principle Analytics: Built-in analytics that track and visualize the 80/20 revenue distribution among clients.
    5. High-caliber Pipeline Management: Facilitates management of high-value clients and prospects, efficiently leading them through the sales pipeline.
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Based on your revenues, what is the value of one referral? $_________

The Referral Valuator: In 60 seconds get the actual dollar amount using our proprietary formula.

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This will make you realize why you never want to miss a referral again.

Similar to Other Giants, AskMyAdvisor® Has Simplified and Industry.

Uber

  • Industry Disrupted: Traditional Taxi Services
  • Old Way: Hailing taxis on streets or calling dispatch centers, often leading to uncertain wait times and variable fares.
  • New Way: A GPS-enabled app for booking rides, offering fare estimates and real-time driver tracking for a predictable, convenient experience.
  • AskMyAdvisor® Analogy: Like Uber's transformation of transportation, AskMyAdvisor® transforms the referral process, directly connecting advisors with their most valuable clients and COIs for a premium, efficient service.

VRBO

  • Industry Disrupted: Vacation Rental and Hospitality
  • Old Way: Booking through travel agents or direct owner inquiries, often involving unclear pricing and availability.
  • New Way: A platform for direct, online booking with transparent pricing and detailed property descriptions.
  • AskMyAdvisor® Analogy: VRBO's direct booking system is mirrored in AskMyAdvisor®'s direct communication line (via Q&A Portals) between advisors and top-tier clients and COIs, ensuring a streamlined, exclusive advisory experience.

Tesla

  • Industry Disrupted: Automotive Sales and Electric Vehicles
  • Old Way: Visiting dealerships, price negotiations, and a generally opaque buying process.
  • New Way: Direct-to-consumer online sales in non-traditional settings with fixed pricing and a focus on innovative electric vehicles.
  • AskMyAdvisor® Analogy: Tesla’s transparent car sales approach reflects AskMyAdvisor®'s method of providing clear, direct access to advisory services for an advisor's top clients and COIs, bypassing traditional referral methods.

DoorDash

  • Industry Disrupted: Food Delivery
  • Old Way: Limited to restaurants with their own delivery services, often with a limited selection.
  • New Way: An app aggregating a variety of restaurants for a unified ordering and delivery experience.
  • AskMyAdvisor® Analogy: Like DoorDash’s aggregation of dining options, AskMyAdvisor® aggregates the top 20% of an advisor's client base and COIs, providing a centralized, high-quality advisory experience.

Stripe

  • Industry Disrupted: Online Payments
  • Old Way: Complex bank integrations and security concerns for online transactions.
  • New Way: A streamlined, accessible platform simplifying online payment processing for businesses.
  • AskMyAdvisor® Analogy: Stripe’s simplification of online transactions parallels AskMyAdvisor®'s streamlined referral process, offering a secure platform for top clients and COIs to engage with trusted advisors.

Tinder

  • Industry Disrupted: Online Dating
  • Old Way: Lengthy profiles, complex algorithms, and a stigma associated with digital dating.
  • New Way: A simple swipe mechanism for quick, socially engaging decision-making in dating.
  • AskMyAdvisor® Analogy: Tinder’s revolution in dating, making it quick and engaging, parallels AskMyAdvisor®'s approach to making client referrals and inquiries quick, direct, and exclusive to top-tier relationships.

Amazon

  • Industry Disrupted: Retail Shopping
  • Old Way: Visiting physical stores or multiple online retailers with varying delivery times.
  • New Way: A one-stop online marketplace with a vast selection, competitive pricing, and rapid delivery.
  • AskMyAdvisor® Analogy: Amazon's one-stop, efficient shopping experience is akin to AskMyAdvisor®'s streamlined referral process, offering a one-stop, efficient system for an advisor’s most valued clients and COIs.

Airbnb

  • Industry Disrupted: Hospitality and Lodging
  • Old Way: Booking hotels or B&Bs through traditional methods with limited personal touch.
  • New Way: Direct connections between travelers and hosts for unique, personal accommodations.
  • AskMyAdvisor® Analogy: Airbnb’s model of direct connection for unique experiences mirrors AskMyAdvisor®'s approach of directly connecting top clients and COIs with advisors for a personalized, high-value advisory experience.

Netflix

  • Industry Disrupted: Home Entertainment and Movie Rentals
  • Old Way: DVD rentals or waiting for TV broadcasts.
  • New Way: On-demand streaming of a vast content library, accessible anytime.
  • AskMyAdvisor® Analogy: Netflix’s on-demand content library parallels AskMyAdvisor®'s approach of providing on-demand, direct advisory access to a select group of top-tier clients and COIs, ensuring quality and convenience.

Spotify

  • Industry Disrupted: Music Consumption
  • Old Way: Buying CDs or downloading individual tracks.
  • New Way: Streaming access to a vast library of music with personalized playlists and discovery tools.
  • AskMyAdvisor® Analogy: Spotify’s personalized music experience reflects AskMyAdvisor®'s tailored advisory experience for top clients and COIs, ensuring they receive relevant and valuable advice.

Each company transformed a traditional process into a more efficient, user-friendly, and direct experience, similar to how AskMyAdvisor® revolutionizes the referral process, focusing on quality and direct engagement with an advisor's most valuable clients and COIs. This ensures a premium, efficient, and highly personalized advisory service.

Ten Years Coaching Pro Athlete Advisors, We Learned a Secret

It's the problem with referrals and simple fix

Simple Integration with Your Current Workflow, By Design.

"The AskMyAdvisor® CRM systems (online and mobile) are designed to seamlessly integrate with 99% of the CRMs on the market."

At AskMyAdvisor®, we understand the importance of integration. Our goal is to provide a solution that requires minimal input while generating maximum output for our accountant, attorney, consultant, financial advisor, and realtor members. We prioritize security and ensure a seamless integration with your current workflow. To learn more about our security protocols, click here.

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The Secret Weapon: A Phone App?

Yes! We'll share why but first...Before we unpack this, consider that 80% of the reasons clients say goodbye to their advisor are "communication-related".

Using our secret weapon - the AskMyAdvisor® mobile app, our advisor members instantly crush competitors in the communication race. What makes it a game-changer?

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  • Only the crème de la crème reach you

    Your top 20% clients and their COI have exclusive reach, ensuring all inquiries are the highest qualified.

  • DEEPEN CLIENT RELATIONSHIPS!

    Being able to connect with you privately just gets them touting how great you are even more!

  • Awe Referrals, Crush your competition!

    A rapid text reply (confirming their question has been received) from a referral leaves them jaw-dropped, especially if their current advisor is sluggish to reply.

  • 24/7 MOBILE CRM AT YOUR FINGERTIPS

     Questions are always readily available for reference and speedy replies+Seamlessly syncs with your online CRM.

  • Realtime notifications

    Quick responses are an unmatched edge you get!

  • Some thoughts on AskMyAdvisor®

    Sinwell transparent background Sinwell transparent background

    Brian's approach takes friction out of the equation. As they often say on the Mandalorian - "This is the way"

    Referrals: for many of us they are the basic input to ensure our pipeline remains thriving. During my career, I always struggled with getting timely referrals even though my clients loved our work - there was too much friction to make it happen organically. Brian's approach takes friction out of the equation. As they often say on the mandalorian - "This is the way"

    Stephen Sinwell, Senior Partner & Vice Chair Deloitte
    • Bill on blue e1617304532469
      Bill Cates
      Bill Cates – Hall of Fame speaker, bestselling author & coach

      "I THINK EVERYONE NEEDS TO HEAR IT BECAUSE IT'S ONE OF THOSE SIMPLE AND BRILLIANT CONCEPTS."

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      Kenneth Hardison Esq.
      President of PILMMA. Known as the “Millionaire Maker”. "PILMMA teaches you what they don't in law school."

      "I'M REALLY INTERESTED IN YOUR APP...HOW'D YOU END UP THE GURU OF REFERRALS?"

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      Seth Greene
      Seth Greene, CEO, The SharkPreneur Podcast with Kevin Harrington. #6 on NASDAQ’s list of “Top Podcasts You Must Listen To.”

      “THAT’S A REALLY SMART IDEA. I COULD SELL THAT TO ALL MY ADVISORS."

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      Tristan Ahumada
      LabCoat Agents, The World’s Largest Online Real Estate Community (+150,500 realtor members).

      "OH SNAP. THAT'S FREAKING SICK!"

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      John Lee Dumas
      John Lee Dumas, host of the award-winning podcast; Entrepreneurs on Fire. +2M monthly listeners

      "I LOVE HOW YOU BREAK THAT DOWN. I HOPE YOU CAN UNDERSTAND THE POWER OF WHAT BRIAN'S TALKING ABOUT."

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      James Pollard
      James Pollard. Host of "Financial Advisor Marketing" Podcast & Founder of The Advisor Coach

      "NOT ONLY IS BRIAN IN THE HEAD OF FINANCIAL ADVISORS, HE UNDERSTANDS HOW THEY THINK, HOW THEY SPEAK, HOW THEY WALK. EVERYTHING. HE ALSO KNOWS EXACTLY WHAT TO DO IN ORDER TO GET FINANCIAL ADVISORS, MORE REFERRALS AND HE LEVERAGES TECH TO DO IT IN A UNIQUE WAY."

    • Gordon
      Steve Gordon
      Founder of Unstoppable CEO Press, bestselling author

      "I GOTTA TELL YOU, I'M EXCITED...IT'S BEEN A WHILE SINCE WE'VE DONE AN INTERVIEW LIKE THIS. TODAY I HAVE THE DISTINCT PLEASURE OF TALKING TO SOMEONE WHO HAS BECOME A FRIEND AND HE'S DOING SOME REALLY INNOVATIVE THINGS AROUND REFERRALS."

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      Thomas C. Helfrich
      Chief Nerd Officer (Founder, Podcast, and YouTube Host)

      "THAT'S WHAT I LIKE ABOUT THIS TECHNOLOGY,  YOU GET HIGHER CONTACTS AND YOU AUTOMATE PARTS OF IT THAT ACCELERATE THE JOURNEY, YOU CAN EFFECTIVELY BE HAVING FOUR OR FIVE CONVERSATIONS AT ONCE...THAT'S AWESOME AND THAT SAVES AN INCREDIBLE AMOUNT OF TIME, NOT WASTING TIME."

    Clip from the Top Advisor Show

    Featuring Brian Ouellette and the AskMyAdvisor® Method

    Cates
    Bill Cates on the AskMyAdvisor® Method....

    "I think everyone needs to hear it because it's one of those simple and brilliant concepts. Sometimes the simplest are the best."

    Brian Ouellette and AskMyAdvisor® In The News...

    Askmyadvisor®

    A Complete Relationship+Referral OS

    "Tech-savviness is not a requirement here."

     Any advisor can activate their Q&A Portal with our simple software in less than 15 minutes

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      🎯ACTIVATED

      A Q&A platform that is by-invitation puts your best clients on a pedestal. It's their AMEX Blackcard access to you. This is the simplest way to uncover new needs.

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      🎯ACTIVATED

      Having a single URL optimizes the referral process. When someone in your top clients' COI has a need, clients only need share one URL. It manages the rest, seamlessly sending referrals to you.

    Learn the AskMyAdvisor® Method for Free In Just 30 Minutes.

    Discover the AskMyAdvisor® Referral Method. You will learn the DIY (Free) and a DFY Software OS ways to automate your referral onboarding. Both options change the referral game and are taught in the webinar...

    Be Everywhere, All the Time. Your Automated Client Discovery + Referral Onboarding Sales Force Never Sleeps.

    • *Our members are in 6 advisor channels: accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors (insurance, mortgage).

    • A minimum of 5 years in production are required for software access. Possible exceptions for SME and ENT membership. Contact for more information.