Key Security Features for AskMyAdvisor® Members

In an age where data breaches are increasingly common, the significance of robust security measures for our trusted advisor members cannot be overstated.

AskMyAdvisor® is acutely aware of the responsibilities that accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors bear when handling sensitive client information. To uphold the trust and confidence these professionals have in our platform, we have gone the extra mile to implement unparalleled security measures.

At the heart of our commitment to data protection is the stringent security architecture of our CRM online and mobile platforms. Below is a detailed breakdown (click the blue button or scroll to the next section).

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.


Below is a Walkthrough in 5-Steps...

  • 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, AskMyAdvisorﾮ provides educational resources and best practices. This helps members set strong passwords and recognize potential security threats.

    Members only access (3)

AskMyAdvisor® prioritizes security above all.

Updated February 2024: Our security framework, designed to protect customer data both in transit and at rest, incorporates SSL certification and AES-256 encryption, among the most secure encryption methods available, ensuring comprehensive protection against breaches.

Key components of our security stack include:

  • Committed to Privacy

    AskMyAdvisor® is committed to the protection of customer data both in transit and at rest. Our security measures include automatic SSL certification and the implementation of AES-256 encryption, one of the most secure encryption methods available, to ensure your data is virtually impervious to breaches.

  • Physical Security

    Amazon Web Services (AWS) is the world’s most comprehensive and broadly adopted cloud platform, offering over 200 fully featured services from data centers globally. Millions of customers—including the fastest-growing startups, largest enterprises, and leading government agencies—are using AWS to lower costs, become more agile, and innovate faster.b Services (AWS) https://aws.amazon.com/what-is-aws

  • AWS Amazon Web Services

    AWS provides physical data center access only to approved employees. All employees who need data center access must first apply for access and provide a valid business justification. These requests are granted based on the principle of least privilege, where requests must specify to which layer of the data center the individual needs access, and are time-bound. Requests are reviewed and approved by authorized personnel, and access is revoked after the requested time expires. Once granted admittance, individuals are restricted to areas specified in their permissions.

  • SSL Certificate

    The core function of an SSL certificate is to protect server-client communication. AskMyAdvisor® using SSL, every bit of information is encrypted.

  • TLS 1.3 Encryption

    Encrypts your data using the latest industry-standard protocols to keep your visitors’ information safe.

  • DDoS Protection

    In a DDoS attack, sites are flooded with unwanted traffic and become unavailable. Cloudflare reroutes this malicious traffic to keep your site accessible at all times.

  • Level 1 PCI Compliance

    AskMyAdvisor® complies with the highest global standard for secure online payments, regardless of the payment provider used.

  • Reliable Responsiveness

    AskMyAdvisorﾮ prides itself on unwavering reliability, providing a 99.99% uptime SLA. Leveraging multi-cloud hosting, expansive CDN coverage, and a vast network of servers worldwide, our platform dynamically scales in response to traffic surges.

  • Optimized Performance

    Each AskMyAdvisorﾮ software service is meticulously optimized for Core Web Vitals and rapid response times, ensuring an unparalleled user experience regardless of network, location, or device.

  • SOC-2 certification

    COMING SOON: Although AskMyAdvisor® collects minimal information, making SOC-2 certification not a necessity. We are voluntarily acquiring it to underscore our serious commitment to SaaS security. This fortifies our security structure, kept constant by our dedicated team.

  • Protection against XSS

    Protection against XSS (Cross-Site Scripting). During XSS attacks, the attacker enters JavaScript (usually into a form’s text areas) into your website. Now, whenever new visitors will access the affected page of form, the script will be executed with malicious impact. Laravel’s inbuilt mechanisms prevent that.

  • SQL Injection

    Laravel’s Eloquent ORM uses PDO binding that protects from SQL injections. This feature ensures that no client could modify the intent of the SQL queries.

  • Vulnerabilities From CSRF

    Vulnerabilities From CSRF (Cross-Site Request Forgery)

    Laravel typically uses CSRF tokens to make sure that external third parties couldn’t generate fake requests.

  • Laravel Authentication System

    Laravel has a robust user authentication process in place with the associated boilerplate code available in the scaffolding. We do not store passwords in our database, so even if our database is leaked, access to their accounts would not be.

  • "Is the app encrypted?"

    Absolutely, all the data is encrypted, especially sensitive data like passwords. We also have two-factor authentication for users who want to enable it.

Artificial Intelligence (AI) Usage & Ethics Policy

Purpose. This policy outlines the responsible and ethical use of Artificial Intelligence (AI) technologies within the AskMyAdvisor® platform.

The aim is to ensure that AI is used to enhance user experience, automate processes, and maintain the highest standards of data privacy and security.

Scope. This policy applies to all AI technologies deployed within AskMyAdvisorﾮ, including but not limited to machine learning algorithms, data analytics tools, and automated decision-making systems.

Transparency. All AI systems will be designed to be transparent in their operations, making it clear when a user is interacting with an AI.

Fairness. AI technologies will not discriminate against any user based on age, gender, ethnicity, or any other personal characteristics.

Privacy. All AI systems will comply with data protection laws and AskMyAdvisor's privacy policy.

Security. Measures will be in place to ensure the security of data processed by AI technologies.

Accountability. AskMyAdvisor® will be responsible for the actions of its AI systems and will provide avenues for redress in the case of errors or issues.

Initial Assessment: Before deploying any AI technology, a risk and ethical assessment will be conducted.

Monitoring. Continuous monitoring will be in place to ensure that AI systems are functioning as intended and adhering to this policy.

Updates. This policy will be reviewed annually or as needed to adapt to technological advancements.

User Consent. Users will be informed and must consent to interact with AI systems where applicable.

Audit. An annual third-party audit will be conducted to ensure compliance with this policy.

Compliance. Failure to comply with this policy may result in corrective action, up to and including termination of access to AskMyAdvisor® services.

Review. This policy will be reviewed at least annually to ensure it remains relevant and up-to-date.

By using AskMyAdvisor® services, you agree to the terms outlined in this AI Policy.

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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.

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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.

🤫 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.

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?

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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