About AskMyAdvisor®

Introduction. Why Us?

  • Mission Statement: At AskMyAdvisor®, we believe in the power of relationships. Our mission is to revolutionize the way professionals connect with their clients.
  • Unique Selling Proposition: We offer a unique Q&A-based referral system that automates your client-building process, making it easier for you to focus on what you do best.

Our Unique Software-Wide Advantages

  • Consumer Ratings: Consistently rated as the most effective client referral software.
  • "Life is Too Short Policy": We only partner with professionals who are committed to providing exceptional service.
  • Profit First: Our software is designed to maximize your ROI.
  • Experts: Developed by industry experts to ensure optimal performance.
  • Recognition: Awarded for innovation in client relationship management.
  • Numbers and Tracking: Real-time analytics to help you make informed decisions.
  • Training: Comprehensive tutorials and webinars to get you started.

Our Unique Referral OS Advantages

  • Program Features: Automated Q&A-based referral system that works 24/7/365.
  • Certification: Our system is compliant with industry standards for data security.
  • Insider Information: Exclusive access to advanced features and updates.
  • Retention: High retention rate among our professional users.
  • Savings: Cost-effective plans that offer high value.
  • Alignment: Flexible plans with no long-term commitments.
  • EPLI: We prioritize your data security and privacy.

Our Unique Automation Advantages

  • Efficiency: Our software makes "same-day referrals" possible. 
  • Measures and Controls: User-friendly dashboard for easy management. 
  • Strategy: Built-in features for targeted client engagement. 
  • Communication: Automated yet personalized communication templates. 
  • Our Unique DIY and DFY Options Versatility: Choose between DIY and DFY based on your needs. 

Stronger Business Begins with Stronger Connections

Snapshot of AskMyAdvisor®

And what we've got going on...

  • 1

    What is the AskMyAdvisor® Method?

    The AskMyAdvisorᆴ Referral Method is a counterintuitive approach to marketing and growing a professional services business such as accountants, attorneys, consultants, financial advisors, and realtors. Instead of traditional marketing methods like cold calling, advertising, and networking events, this method focuses on leveraging your existing top 20% clients who contribute to 80% of your revenue, and their Circle of Influence (COI). 

  • 2

    Who is it for?

    The AskMyAdvisorᆴ Referral Method is ideal for accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors who wish to grow their business efficiently by focusing on their existing top clients and their COI.

  • 3

    How does it work?

    The AskMyAdvisor® Method provides an exclusive by-invitation Q&A portal for the top clients and their COI. This secure, private access portal enables these clients to connect with the advisor, ask questions, and identify their needs. With the average person connected to over 600 people through social media, this approach helps the advisor tap into a network of more than 15,000 potential clients who closely resemble their best clients. As clients and their COI use the portal, the method facilitates automatic referrals without the need for the advisor to explicitly ask for them. 

Here's a some more about AskMyAdvisor®...

It's unlike any other client and referral building process.

Interested in replicating your best clients, the top 20%? The key is in generating more referrals from them.

That's where we step in. Or rather, where our AskMyAdvisor® Method and OS does.

Our unique approach leverages the power of Q&A as a mechanism to automate your referral system. The result? A continuous influx of referrals without ever having to directly ask for them.

To get started today, we offer two easy options:

  • The secret? Q&A

    Our unique approach leverages the power of Q&A as a mechanism to automate your referral system. The result? A continuous influx of referrals without ever having to ask for them again.

    To get started today, we offer two easy options:

  • 2. Done-For-You (DFY

    As busy professionals, you might prefer the more streamlined option. Our breakthrough software, designed for simplicity, allows you to activate the AskMyAdvisor system in 15 minutes or less. Opting for the DFY solution means your referral

  • What does this mean for you?

    It's like hiring a $90,000/yr. salesperson, without the associated costs or hassles. This system doesn't take breaks, weekends, or holidays. It doesn't make errors, and it doesn't complain. In essence, considering it's always on, it's akin to adding two to three dedicated salespeople to your team—all in just 15 minutes. 

    Our software even makes "same-day referrals" a reality. Yes, you read that right. No gimmicks, just results.

  • 1. Do-It-Yourself (DIY)

    We provide a comprehensive guide on our system at absolutely no cost to you through our on-demand webinar.

  • Running on autopilot 24/7/365

    Opting for the DFY solution means your referral-generating tool operates 24/7/365, completely on autopilot.

+25 Unique Benefits of the AskMyAdvisor® Referral Method and Software OS

  • Targeting

    Focuses on your top clients who significantly contribute to your revenue.

  • Simplification

    Simplifies client communications via an exclusive Q&A portal.

  • Automation

    Facilitates automatic referrals, eliminating manual requests.

  • Relationships

    Enhances client relationships.

  • Prospects

    Taps into a broad network of potential clients similar to your top clients.

  • Personalization

    Offers a personalized approach to client engagement.

  • Efficiency

    Reduces time spent on less effective marketing tactics.

  • Alignment

    Adopts the Pareto Principle for enhanced productivity.

  • Security

    Provides a secure way for clients to communicate and engage.

  • Trust

    Builds credibility with existing clients and their COI.

  • Referrals

    Encourages referrals through easy COI connections.

  • Opportunities

    Identifies new opportunities via the Q&A portal.

  • Competitiveness

    Establishes a competitive edge over traditional marketing strategies.

  • Cost-efficiency

    Lowers acquisition costs for new clients.

  • Satisfaction

    Improves overall client satisfaction through personalized attention.

  • Focus

    Enables advisors to concentrate more on providing their services and problem-solving.

  • Targeted

    Driven by client needs and questions for focused marketing.

  • Maximization

    Optimizes referral opportunities with minimal effort.

  • Loyalty

    Enhances long-term client loyalty.

  • Relationships

    Fosters a strong sense of community among clients and their COI.

  • Word-of-Mouth

    Amplifies word-of-mouth marketing.

  • Growth

    Supports client growth through a scalable and sustainable approach.

  • Differentiation

    Creates a unique value proposition for your services.

  • Strategy

    Establishes a growth strategy centered on strong relationships.

  • Pareto Principle

    Focuses on the top 20% of your clients who contribute to 80% of your revenue.

  • Conversion

    Boosts your sales conversion rate by targeting relevant audiences.

  • Attention

    Enhances client satisfaction by providing personalized attention.

  • Retention

    Enhances client retention by building strong bonds.