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
✓
✓
✓

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
✓

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
✓

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
✓

*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.

    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)