For Trusted Advisors* There Are 3 Membership Options

From 1 seat to 10,000+ seats, AskMyAdvisor® has one onboarding process for Solo, SMB and Enterprise members. It is self serve and 3rd grade easy to operate, enabling 10 minutes to have full activated.

SOLO

1 to 10 seats

SMB

11 to 500 seats

Enterprise

501 to 10,000+ seats
End-to-End Encryption: Secure communication
✓
✓
✓
SSL standard: Secure connection
✓
✓
✓
10-minute activation: Quick setup
✓
✓
✓
Real-time analytics: Data-driven decisions
✓
✓
✓
Online CRM: Manage relationships easily
✓
✓
✓
Mobile CRM: On-the-go access
✓
✓
✓
Inbox notifications: Stay prompt
✓
✓
✓
Desktop notifications: Immediate updates
✓
✓
✓
Mobile notifications: Alerts anywhere
✓
✓
✓
Text Notifications: SMS alerts
✓
✓
✓
Voicemail notifications (Coming soon): Timely response
✓
✓
✓
Company Branded Dashboard: Cohesive branding
✗
✓
✓
10-Minute Rapid Start: Quick full operation
✓
✓
✓
SOC 2 Compliant
✓
✓
✓
AskMyAdvisor® Data Protection Systems: Robust security
✓
✓
✓
Request access
Request Access
Request Access

SOLO

1 to 10 seats
End-to-End Encryption: Secure communication
✓
SSL standard: Secure connection
✓
10-minute activation: Quick setup
✓
Real-time analytics: Data-driven decisions
✓
Online CRM: Manage relationships easily
✓
Mobile CRM: On-the-go access
✓
Inbox notifications: Stay prompt
✓
Desktop notifications: Immediate updates
✓
Mobile notifications: Alerts anywhere
✓
Text Notifications: SMS alerts
✓
Voicemail notifications (Coming soon): Timely response
✓
Company Branded Dashboard: Cohesive branding
✗
10-Minute Rapid Start: Quick full operation
✓
SOC 2 Compliant
✓
AskMyAdvisor® Data Protection Systems: Robust security
✓
Request access

SMB

11 to 500 seats
End-to-End Encryption: Secure communication
✓
SSL standard: Secure connection
✓
10-minute activation: Quick setup
✓
Real-time analytics: Data-driven decisions
✓
Online CRM: Manage relationships easily
✓
Mobile CRM: On-the-go access
✓
Inbox notifications: Stay prompt
✓
Desktop notifications: Immediate updates
✓
Mobile notifications: Alerts anywhere
✓
Text Notifications: SMS alerts
✓
Voicemail notifications (Coming soon): Timely response
✓
Company Branded Dashboard: Cohesive branding
✓
10-Minute Rapid Start: Quick full operation
✓
SOC 2 Compliant
✓
AskMyAdvisor® Data Protection Systems: Robust security
✓
Request Access

Enterprise

501 to 10,000+ seats
End-to-End Encryption: Secure communication
✓
SSL standard: Secure connection
✓
10-minute activation: Quick setup
✓
Real-time analytics: Data-driven decisions
✓
Online CRM: Manage relationships easily
✓
Mobile CRM: On-the-go access
✓
Inbox notifications: Stay prompt
✓
Desktop notifications: Immediate updates
✓
Mobile notifications: Alerts anywhere
✓
Text Notifications: SMS alerts
✓
Voicemail notifications (Coming soon): Timely response
✓
Company Branded Dashboard: Cohesive branding
✓
10-Minute Rapid Start: Quick full operation
✓
SOC 2 Compliant
✓
AskMyAdvisor® Data Protection Systems: Robust security
✓
Request Access

*Minimum requirement: Our software is exlusively available for trusted advisors who are established accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors with 5 years or more in production. Contact us for exemptions.

3 Membership Options

As a SaaS company, the AskMyAdvisor® Method is transforming the advisor+client relationship forever.

Our relentless focus is on the continual improvement and enhancement of our innovative software.

This software is designed to cultivate deeper and more significant relationships for advisors, their top clients, and their clients' Circle of Influence (COI).

To ensure this commitment continues to fuel our SaaS, we've simplified our processes through a user-friendly, automated sales system.

Regardless of whether you're acquiring one seat or several thousand, our process provides all the necessary information.

Once you choose to request membership access, buying seats becomes a straightforward task. Choose your path below.

Front page intros
Device frame
Message1
Device frame

How this works in 4 steps...

  • 1

    Step 1: Flip Your Focus 180°

    Stop marketing to strangers. Instead, focus on strengthening relationships with your #1 COI, your clients. 

    More specifically focus on your top 20% clients. These clients generate 80% of your revenues. By voting with their wallets for you, they serve as your primary Circle of Influence (COI). 

    By concentrating on your COI, you build deeper relationships.

    What's unique? Click here (opens pop up)
    Content idea (9)
  • 2

    Step 2: Leverage Your #1 COI

    With social media, the average circle of influence (COI) has exploded to over 600 people. This means your top 10 clients link you to 6,000 people, and your top 25 to over 15,000. As the saying goes, "Birds of a feather, flock together," this network is a goldmine of potential clients, perfect for growing your business. Want to replicate your best clients? Get more referrals from them. We'll show the easy way.

    The fuel client growth system for askmyadvisor® presentation
  • 3

    Step 3: Turn the AskMyAdvisor® Referral Method ON

    Whether you opt for the Do-It-Yourself approach (we coach in our webinar), or prefer our Done-For-You (DFY) software, you can easily implement a frictionless referral system into your client-building system that is running 24/7/365. This takes out the guesswork for your clients, making it simple for them to refer you to people in their circle who need your services.

    43
  • 4

    Step 4: Capitalize on Automation with the AskMyAdvisor® DFY Software

    When using our DFY software, it’s like adding a $90,000-a-year salesperson to your team for pennies on the dollar. This software is simple (3rd grade simple, by design) to use. Advisors can have their Q&A Portal LIVE in 15 minutes, working 24/7, 365 days a year. Since it's only accessible by your invited top 20% clients and their COI, same-day referrals are not only possible, they are the goal. It's more like adding two or three salespeople to your team, without the headaches and the +$250,000 in annual salaries.

    Active q&a portal onboarding

Watch this 60 Second Review

Here is the referral dilemma you instantly solve once you activate your AskMyAdvisor® Q&A Portal.

Device frame

Key Security Features for AskMyAdvisor® Members, their clients and the clients' COI

Remember, at its core, the AskMyAdvisor® OS is a connector. Our software demands just basic data: name, phone, email, and a Q&A (max 400 characters) to deliver its transformative impact.

Intentionally designed this way, it stands as the sole Client Discovery+Referral Onboarding engine trusted advisors need.

Though some view our security as over-the-top, we opt for heightened protection for our members, their clients, and the clients' COI.

  • 1

    AWS integration

    Our platform is powered and protected by Amazon Web Services (AWS), a world leader in cloud services. With AWS, data is secured using the most comprehensive security capabilities, ensuring maximum protection.

    Askmyadvisor powered by aws
  • 2

    Exclusive Access

    Each member's AskMyAdvisor® CRM - both online and mobile - is only accessible with their unique username and a secure password. This ensures that only the member has access to their data, preserving the sanctity of client information.

    Members only access
  • 3

    No External Access

    AskMyAdvisor® has built barriers to make certain that no one else – irrespective of their intentions – can access the data within our CRM. Your data remains your own, always.

    Members only access (1)
  • 4

    Continuous Security Monitoring and Upgrades

    Leveraging the power and constant advancements of AWS, we regularly update our systems to stay ahead of potential cyber threats, making sure our security is always a step ahead. We also have integrated overlapping monitoring services to protect our software.

    Members only access (2)
  • 5

    Educational Resources

    To ensure that members maintain strong personal security practices, AskMyAdvisor® provides educational resources and best practices. This helps members set strong passwords and recognize potential security threats.

    Members only access (3)

The Instant AskMyAdvisor® Edge?

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.

An invitation to askmyadvisor is an amex esque upgrade

Have a question?

Ask Brian here. When you do this, you will be testiing the AskMyAdvisor® Software OS simultante

Askmyadvisor® (1)

The Objective?

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.

Recharge system without logosmall

The Old Way vs. The New Way

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.

>>Click the (x) upper right corner to close

Amex clear

AskMyAdvisor® Request for Access

Sign in for instant access.

Error. Your form has not been submittedEmoji
This is what the server says:
There must be an @ at the beginning.
I will retry
Reply
First class vip

More details on this

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."

The book is coming!

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!

Error. Your form has not been submittedEmoji
This is what the server says:
There must be an @ at the beginning.
I will retry
Reply
Mockup of a paperback book placed on a wooden table 33655

You are invited to be an AskMyAdvisor® Case Study

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:

  1. Click here (our AskMyAdvisor® Support Q&A Portal.) 
  2. For your Q&A enter: CASE STUDY
  3. Hit submit

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.

First class vip

Get in Touch

Our excellent customer support team is ready to help.

🤫 VIP Access

Get the insider tips we only share with AskMyAdvisor® members. Sign up here (confirm page shares our #1 referral tip).

✔
Error. Your form has not been submittedEmoji
This is what the server says:
There must be an @ at the beginning.
I will retry
Reply
Untitled (400 x 500 px) (3)

The #1 Killer of Referrals & The Fix In 60-Secs

Watch this video to see what is causing all the friction and how to remove it, quickly.

What is the AskMyAdvisor® OS

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.

Your question...

Is on it's way to us. Chat soon!

Single-Path Referral System SPRS

Benefits

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)

You've been invited as a guest on The AskMyAdvisor® Show🔥

We're looking forward to this!

Please answer two to six of the questions as best you can. We'll do the rest.

  1. The secret to your career: If it were a movie, what would be the defining scene, and who would play you?
  2. The secret to you: What’s the one thing you do that makes your top clients feel like they’re the only ones in the room?
  3. Secrets to advice: What’s the most counterintuitive advice you’ve followed that changed everything?
  4. The secret code of failure: How do you see failure—as a setback or a stepping stone?
  5. The secret to you: If you had to sum up your entire career in one word, what would it be and why?
  6. The secret to minimizing regret: Hypothetical—you're 90 years old with a button to go back to right now—what’s the first thing you’d do or change?

Get in Touch

Our excellent customer support team is ready to help.

Early Bird Access🎁

Good to see you here! Sign up to get on the early access invite list.

Error. Your form has not been submittedEmoji
This is what the server says:
There must be an @ at the beginning.
I will retry
Reply

Just answer 1 or more of the questions below.

  1. The secret to your career:
    If it were a movie, what would be the defining scene, and who would play you?
  2. The secret to you:
    What’s the one thing you do that makes your top clients feel like they’re the only ones in the room?
  3. Secrets to advice:
    What’s the most counterintuitive advice you’ve followed that changed everything?
  4. The secret code of failure:
    How do you see failure—as a setback or a stepping stone?
  5. The secret to you:
    If you had to sum up your entire career in one word, what would it be and why?
  6. The secret to minimizing regret:
    Hypothetical—you're 90 years old with a button to go back to right now—what’s the first thing you’d do or change?

AskMyAdvisor® Investor Information

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.

  • Number of Funding Rounds Completed: 5
  • Most Recent Round: July 2024
  • Pre-money valuation: $30 million

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.

Error. Your form has not been submittedEmoji
This is what the server says:
There must be an @ at the beginning.
I will retry
Reply
Cookie 🍪
Cookies in use to improve your AskMyAdvisor® experience. Enjoy!