And what we've got going on...
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).
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.
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.
It's unlike any other client and referral building process.
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:
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:
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
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.
We provide a comprehensive guide on our system at absolutely no cost to you through our on-demand webinar.
Opting for the DFY solution means your referral-generating tool operates 24/7/365, completely on autopilot.
Focuses on your top clients who significantly contribute to your revenue.
Simplifies client communications via an exclusive Q&A portal.
Facilitates automatic referrals, eliminating manual requests.
Enhances client relationships.
Taps into a broad network of potential clients similar to your top clients.
Offers a personalized approach to client engagement.
Reduces time spent on less effective marketing tactics.
Adopts the Pareto Principle for enhanced productivity.
Provides a secure way for clients to communicate and engage.
Builds credibility with existing clients and their COI.
Encourages referrals through easy COI connections.
Identifies new opportunities via the Q&A portal.
Establishes a competitive edge over traditional marketing strategies.
Lowers acquisition costs for new clients.
Improves overall client satisfaction through personalized attention.
Enables advisors to concentrate more on providing their services and problem-solving.
Driven by client needs and questions for focused marketing.
Optimizes referral opportunities with minimal effort.
Enhances long-term client loyalty.
Fosters a strong sense of community among clients and their COI.
Amplifies word-of-mouth marketing.
Supports client growth through a scalable and sustainable approach.
Creates a unique value proposition for your services.
Establishes a growth strategy centered on strong relationships.
Focuses on the top 20% of your clients who contribute to 80% of your revenue.
Boosts your sales conversion rate by targeting relevant audiences.
Enhances client satisfaction by providing personalized attention.
Enhances client retention by building strong bonds.
In 10 minutes, using our 3rd-grade simple software, advisors activate their own Q&A Portal & OneURL™ (like this demo).
Advisors then invited their top 20% client and advisor relationships and their COI exclusive access to the URL for Q&A, second opinions, and/or service requests.
This platform handles all Client Discovery+Referral Onboarding automatically. No more chasing referrals. Your most important relationships have one centralized hub (one URL) for all needs, all via OneURL™.
Receiving an AskMyAdvisor® Q&A Portal invite is akin to an AMEX black card invite, only superior.
Ask Brian here. When you do this, you will be testiing the AskMyAdvisor® Software OS simultante
Our 6-step RECHARGE Growth System creates an ongoing path to recurring referrals and client discovery. The 6-step formula, which consists of Relaying, Responding, Reminding, Repeating, Reaping, and Revitalizing, strengthens top client relationships, maintains ongoing engagement, and enhanced referral growth, all in an automated, round-the-clock model driven by the AskMyAdvisor® OS.
The AskMyAdvisor® Method and OS offer a unique approach to client-building, starkly contrasting traditional methods that are focused primarily on marketing to strangers via networking, digital marketing, social media, content marketing, free consultations, community participation, direct mail campaigns, etc.
Instead of indiscriminately seeking growth through strangers, AskMyAdvisor® has advisors flip the switch, focusing exclusively on their top 20% clients and the reach to 1,000s in the COI of these clients.
Our approach fosters growth from within by deeply engaging with these top-tier clients and their Circle of Influence (COI). This eliminates the need for external marketing or direct referral requests, yet it still stimulates growth.
This key clientele is offered a premium, "Black Card"-equivalent service, exclusively available to them and their COI only.
As we work to revolutionize the way established advisors expand their client base moving forward, this groundbreaking approach distinguishes AskMyAdvisor® from all other methods.
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The AskMyAdvisor® Method is unique. It's a 180 degree shift from the old way of client development to the new way, the AskMyAdvisor® way.
What is distinct? The focus flips from marketing to strangers to focusing solely on strengthening your most important client relationships. Who are they? Your top 20% clients, you know...The ones generating 80% of your income each month. You'll see why the Referral Coach, Bill Cates, says, "Everyone needs to hear this."
Get on the guest list here to be the first to get access, plus the bonuses, because we extra love people who bet on us early!
We are handpicking a small group of members to be AskMyAdvisor® case studies.
Who is invited? Our members are established accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors from around the globe.
Certain members have unique niches, specialties, reach, etc.
You have been selected to potentially be a case study.*
What is the benefit to you?
You are instantly put on a pedestal.
This extra attention helps us fast-track you in creating results.
When we say same-day referrals, it's not hype. It should be expected.
How you may ask?
Remember, this is a laser-focused client-growing dev campaign you are part of with the AskMyAdvisor® OS.
There is a reason you only invite your crème de la crème clients (top 20%) and their COI.
Their COI, right now, has needs that you can help with.
Your top 20% clients have needs you are not aware of.
The benefit of your AskMyAdvisor® Q&A Portal, it's driven by Q&A, the ultimate filter system to identify new needs.
PLUS, you are getting showcased. To who?
Showcased to 10,000s of accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors in your local market and beyond.
What's possible from that exposure? Anything!
Why are we doing these case studies?
To increase exposure for our handpicked members.
To improve our coaching systems to deliver to all members.
*You have been invited but do note: We have limited case study spots.
We require you to take action to confirm your interest.
To do this now in 20 seconds:
For members who are accepted, we start right away.
For members waitlisted, you will be put on the...waitlist:)
To increase the likelihood of being selected, confirm interest now.
Our excellent customer support team is ready to help.