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Following da Vinci's principle...Finally, referral onboarding simplified with OneAdvisorLink™
Retd. Chief Data Scientist Microsoft Dean Hachamovitch
Vice Chairman of Deloitte
Stephan Sinwell, CPA
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.
Strengthening the advisor-client relationship by removing the friction that stops referrals from happening.
Polls show that 90% of clients say they'd refer their advisor, yet only 10% do. What happens if you shift the focus to this 80% sweet spot?
You can boost your referral output by 800% within your current client and advisor relationships.
The average person's Circle of Influence (COI) is now +600, thanks to social media.
This means that your top 20 clients have a COI that is more than 12,000 people.
"Birds of a feather flock together."
You want to clone your top 20% clients, the ones account for roughly 80% of your income? Get more referrals from them.
Questions that arise when a client has someone they know who needs an advisor:
"I don't want to inconvenience my advisor."
"Is my advisor accepting referrals?"
"How can I ensure my referral doesn't get lost?"
"What's the best way to share my advisor's contact info?"
"Should I wait until my next meeting to mention the referral?"
"Can someone who isn't a client ask a question?"
"What's the preferred method to share my advisor's contact info?"
"How can I introduce my referral to my advisor effectively?"
"Will my advisor have time to speak with the referral?"
"Can I share my advisor's email for the referral?"
"Is my advisor open to taking on new clients?"
"Should I share my advisor's calendar URL?"
"Which phone number should I share with the referral?"
Many advisors wonder endlessly why they are not getting referrals. It's not them. The fact is, it's rarely intuitive exactly how to connect referrals and advisors.
"Delays are the death of referrals."
To solve this remove all confusion. Make it simple for clients, other advisors and friends to refer you.
Become referrable.
Have one path and one path only to refer you. When people know the one way to refer you and it's clear, you have removed the questions in #3. You also remove the stress and you put yourself top of mind moving forward.
For the AskMyAdvisor® Method, we have two ways of doing this.
One is DIY (using email) and the other is DFY (using our software).
To see a sample of our DFY path for simplifying, click here or the button below (both open new tab) .
Do you know this about your clients and advisor friends?
Knowing this enables you to look at these relationships in a different light. We'll show you how to put it to work.
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"
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.
(To close, click the X upper right side)
Our excellent customer support team is ready to help.
Good to see you here! Sign up to get on the early access invite list.
Disclaimer: Only accredited investors are eligible to invest. This is not an offer to sell or a solicitation to buy securities.
AskMyAdvisor® is currently closed to investors. We will reopen for investment consideration on December 5, 2024.
We exclusively consider individual or family investment partners.
AskMyAdvisor® is undergoing a SOC 2 Type 2 audit. To view our real-time audit status, visit trust.askmyadvisor.co or click the button.
