The 1-Pager (PDF) Overview of...
The ADVISOR* Referral App (ARA)
Is rooted in the REFERRAL SECRET we uncovered after +20,000 hours of coaching high production advisors* who work with sports agents & professional athletes...
We uncovered a superior COI (center of influence) relationship.
One better than sports agents. Who is this COI? Your top clients. More specifically, your top 10 to 25 clients. To see how this helps you uncover
new needs from your clients & land referrals so quickly...
Read the 1-pager here that includes the URLs
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Text us at (212) 426-1038
By Invitation AskMyAdvisor®
*For outstanding accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors. The AskMyAdvisor® Software OS is by invitation, only available for an advisor's top 20% client and advisor relationships and their respective COIs. The system automates client acquisition for advisors by sending them frictionless referrals without the advisor having to ask for them. The software enables engagement with the 1,000s of people in their network in a frictionless manner while uncovering new needs from these clients, thereby enhancing and expanding relationships on autopilot. "It is a complete Referral Onboarding and Client Discovery OS. There is nothing like it."
To text (212) 426-1038
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Stop Missing Referrals. Automate Them.™
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