Unlock Referrals. Unleash Growth.

Elevate Your VIP Relationships To Automate Referral Onboarding with AskMyAdvisor® So You Can Focus On What You Do Best.

A 24/7/365 centralized client OS that's like adding a 3-person sales team in minutes—Experience the unparalleled advantage sans the $250k/yr. in paychecks, days off, complaining, and hiring pains. There is nothing like this.

Please note: A minimum of 5 years in production is required to request software access. Our 6 advisor channels are for accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors. Limited Founding Member seats in each channel. Learn more here.
AskMyAdvisor® Method and Software OS
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AskMyAdvisor® Exclusive Phone App
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Build Your VIP Inner Circle Effortlessly

Discover the power of building a VIP inner circle effortlessly. In turn, automating a client and referral Discovery + Onboarding Operating System.
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Your Client Growth Supercharged

How? By simply giving your Top 20% clients 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 elite 20% that often generates a staggering 80% of the revenue. 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® 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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    The foundation (unique)
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    The reach (massive)
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    How to optimize (simple)
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    How to automate (simpler)

The Foundation. Do you know this about your clients?

  • 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 system is driven by the Pareto Principle: The top 20% of clients account for 80% of an advisor's income. Therefore, advisors give Q&A Portal access solely to these top clients, 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 provides a high caliber lead generation pipeline and unparalleled service offering, rendering traditional client-building techniques obsolete. By harnessing the potential of latent referrals and focusing on high-value clients, the AskMyAdvisor® OS positions itself as a superior system in the realm of client relationship management.

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    Additional notes about the OS

    Within 15 minutes, our advisor members have their Q&A Portal LIVE, like this demo (opens new window), ready to connect with their top 20% clients 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.

Get All 25+ Eye-Opening Client Data Points That Cannot Be Unseen (PDF)

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This will change how you forever view your top 20% clients and their COI as you see what a goldmine they are. You will realize you never want to miss a referral again.

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!

  • AskMyAdvisor® in the news

    Some words about Brian Ouellette's AskMyAdvisor® Method and Software OS.

    • Sinwell
      Steve Sinwell
      Vice Chair & Senior Partner at Deloitte & Touche LLP

      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"

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      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!"

    • John lee dumas and mark cuban
      John Lee Dumas
      John Lee Dumas, host of the award-winning podcast; Entrepreneurs on Fire. +2M monthly listeners

      "I LOVE HOW YOU REALLY BREAK THAT DOWN IN FIRE NATION. I HOPE YOU CAN UNDERSTAND THE POWER AND THE VALUE OF WHAT BRIAN'S TALKING ABOUT RIGHT NOW."

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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."

    • Thomas c. helfrich (@ainerdofficial) • instagram photos and videos
      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. We also provide a DIY option and a DFY option using our software OS. Both options are effective and available below...

    • *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.