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.
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.
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.
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.
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.
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.
Updated August 2023: Our robust security framework is designed to safeguard customer data both in transit and at rest. With features such as SSL certification and AES-256 encryption, one of the most secure encryption methods available, we work tirelessly to ensure that your data is protected against breaches.
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.
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 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.
The core function of an SSL certificate is to protect server-client communication. AskMyAdvisor® using SSL, every bit of information is encrypted.
Encrypts your data using the latest industry-standard protocols to keep your visitors’ information safe.
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.
AskMyAdvisor® complies with the highest global standard for secure online payments, regardless of the payment provider used.
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.
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.
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.
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 (Cross-Site Request Forgery)
Laravel typically uses CSRF tokens to make sure that external third parties couldn’t generate fake requests.
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.
Absolutely, all the data is encrypted, especially sensitive data like passwords. We also have two-factor authentication for users who want to enable it.
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.
Their COI, right now, has needs that you can help with.
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!
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.