Onboarding Standard

Big Picture Plan

AskMyAdvisor® is transforming how 5.6 million advisors in the US manage client relationships and referrals. We aim to grow rapidly by launching our book, "Inner Circle Secrets of the Elite Trusted Advisor," alongside our innovative software. We target solo advisors (1-10 seats), SMBs (11-500 seats), and enterprises (501-10,000+ seats). All clients use the same streamlined, self-serve sales process, allowing us to focus on making our software the best in the world instead of wasting time and money on long sales cycles.

Self-Serve Onboarding Process

Step 1: Secure Your AdvisorOneLink

  • What You Do: Go to askmyadvisor.app, create your personalized AdvisorOneLink (e.g., askmyadvisor.app/yournamehere) using your email.
  • What Happens Next: You now have a secure link that simplifies referrals in 60 seconds, making it easy for others to connect with you.

Step 2: Activate Your AdvisorIC™ (Advisor Inner Circle)

  • What You Do: Use your AdvisorOneLink to add up to four top advisors to your AdvisorIC™ at no cost.
  • What Happens Next: You now have an exclusive group that makes referrals flow effortlessly between your top connections.

Step 3: Notify Your Advisors

  • What You Do: Inform the advisors in your AdvisorIC™ that they’re included.
  • What Happens Next: Your advisors recognize their elite status and understand how to use the simple referral system you’ve set up.

Step 4: Upgrade to the AskMyAdvisor® OS AdvisorQ&APortal (Optional)

  • What You Do: After setting up your free AdvisorIC™, consider upgrading to the full AskMyAdvisor® OS, which includes the AdvisorQ&APortal and allows you to expand your AdvisorIC™ to 20-25 advisors.
  • What Happens Next: By upgrading, you unlock the full power of AskMyAdvisor®, expanding your network and enhancing client interactions and referrals.

What next?

By following these steps, you quickly set up a powerful referral system through AskMyAdvisor®. Each step builds on the previous, creating a seamless, efficient experience for advisors of all sizes—from solo practitioners to large enterprises.

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

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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.

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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

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AskMyAdvisor® Request for Access

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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!

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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.

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Get in Touch

Our excellent customer support team is ready to help.

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🤫 VIP Access

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

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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.

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Early Bird Access🎁

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

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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?

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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.

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