What's the Deal with Referrals?
Hey, you top-notch advisors out there, you're sitting on a goldmine with these referrals, right? But let me guess, it's more like a ghost town. Why?
'Cause your clients are wandering around confused, and lost...
Hey, you top-notch advisors out there, you're sitting on a goldmine with these referrals, right? But let me guess, it's more like a ghost town. Why?
'Cause your clients are wandering around confused, and lost...
"I don't wanna bug my advisor."
"Are they even looking for more clients?"
"What if my referral just gets lost in the inbox?"
"How the heck do I connect the two sides?"
"Wait to mention it? That feels weird."
"Can I refer if they're not a client yet?"
"Email? Text? Carrier pigeon? How's this work?"
"How do I make this intro without it being weird?"
Chief Data Scientist and Corporate VP at Microsoft
Vice Chairman and Senior Partner, Stephan Sinwell, CPA at Deloitte
The Original Referral Coach, author, Bill Cates of Top Advisor Podcast
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.
This by-invitation access elevates your top 20% client and advisor relationships and their respective COIs while automating everything through OneAdvisorLink™. That's it.
Transforming the advisor-client relationship by offering the first-of-its-kind complete client discovery and referral onboarding OS.
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...⬇
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.
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.
The First-Ever, Complete OS for Client Discovery+Referral Building Centralized Through One URL, Running on Autopilot 24/7/365.
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.
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.
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.
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.
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.
"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.
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?
Your top 20% clients and their COI have exclusive reach, ensuring all inquiries are the highest qualified.
Being able to connect with you privately just gets them touting how great you are even more!
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.
Questions are always readily available for reference and speedy replies+Seamlessly syncs with your online CRM.
Quick responses are an unmatched edge you get!
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"
"I THINK EVERYONE NEEDS TO HEAR IT BECAUSE IT'S ONE OF THOSE SIMPLE AND BRILLIANT CONCEPTS."
"I'M REALLY INTERESTED IN YOUR APP...HOW'D YOU END UP THE GURU OF REFERRALS?"
“THAT’S A REALLY SMART IDEA. I COULD SELL THAT TO ALL MY ADVISORS."
"OH SNAP. THAT'S FREAKING SICK!"
"I LOVE HOW YOU BREAK THAT DOWN. I HOPE YOU CAN UNDERSTAND THE POWER OF WHAT BRIAN'S TALKING ABOUT."
"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."
"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."
"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."
Featuring Brian Ouellette and 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."
Any advisor can activate their Q&A Portal with our simple software in less than 15 minutes
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.
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.
USA: Bellevue, Washington - Main HQ
Located in Bellevue, Washington, we proudly stand among the Kings of SaaS, Microsoft and Amazon AWS. This prime spot is key in driving our growth and development.
Europe: Barcelona, Spain - Development HQ
Located in the heart of Barcelona, our development center is the foundation of our software aOS, advisor operating system. Here, our team builds, rigorously tests, and is perpetually evolving our software aOS.
*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.
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.
REFERRAL ONBOARDING+
Their COI, right now, has needs that you can help with.
CLIENT DISCOVERY
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!
Make sense?
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.
Get the insider tips we only share with AskMyAdvisor® members. Sign up here (confirm page shares our #1 referral tip).
Watch this video to see what is causing all the friction and how to remove it, quickly.
The AskMyAdvisor® OS automates referral onboarding and client discovery, eliminating referral friction with OneAdvisorPath™ for all communication.
The system follows three stages—Premise. Process, Payoff. They make up our P3 System.
To activate, we share a DIY (free) and a DFY (software) path. Both can be activated in 10 minutes, providing a seamless, 24/7 onboarding system.
It's like adding a sales team without the headaches, time off and +$250,000/yr. in salaries, while the OS runs 24/7/365.
There is nothing like this, but we're biased. Learn for yourself here.
Is on it's way to us. Chat soon!
1. Efficiency and Simplicity
A single, streamlined path reduces the complexity of the referral process, making it easier for clients to refer their advisors without confusion or delay.
2. Increased Referral Frequency
By simplifying the process, clients are more likely to refer their advisors more often, knowing that it is a hassle-free experience.
3. Higher Quality Referrals
A straightforward system ensures that referrals are more targeted and relevant, leading to higher-quality prospects who are more likely to convert into clients.
4. Enhanced Client Experience
Clients appreciate a seamless referral process, which enhances their overall experience and strengthens their relationship with their advisor.
5. Consistent and Reliable Referrals
An automated, single-path system ensures that referrals are consistently generated without relying on manual intervention, providing a steady stream of new business opportunities.
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