The Best DFY Client-Building Software for Client-Facing Advisors*. Learn Why Below...

Want to Multiply your best clients? No problem. Just give them this...

It's the simplest way for your clients to send their COI to you for help. We'll give it to you, but first, a question...

Want to Multiply your best clients? No problem. Just give them this...

It's the simplest way for your clients to send their COI to you for help. We'll give it to you, but first, a question...

How to fix? Easy, Just Simplify it For them.

90% Would Refer their advisor. Most Do Not.

Polls each year show that 90% of affluent clients would refer their advisors. Most do not.

The Top Few Reasons They Don't Refer...

"I don't want to bother him. I'm not sure if she's taking new clients. Not sure how to do it."

How do you get More referrals from the 90%?

Eliminate the "top reasons they don't refer" by giving them a simple pathway to refer.

What happens when you Remove The Gray area?

First off, gray areas are business killers. Now the path for your clients to give introductions & referrals is clear. But, there is more...

Do you know how large your COI is, Right now?

Between family, friends, social media, etc., the avg. person is connected to +600 people. This means one client has a reach of +600...

This means Your top 10 Clients...

Are connected to +6,000 people. You're top 25 are connected to +15,000. These people are 1 degree away from you...

But, it gets better...

Who most closely resembles your best clients? Isn't it the people in their lives? Heck, yes, it is...Bar none.

HOW VILFREDO PARETO HELPS YOU GET MORE CLIENTS...

The Pareto principle (80/20 rule) drives the AskMyAdvisor client method. Roughly 80% of your revenues come from about 20% of your clients. With your reach to 1,000's, you now only have to focus on your 20%...

Phase 2. Pulling it together

How to simplify it for your clients to refer you on autopilot...

First, identify your best clients (top 20%). Give them private Q&A access to you (it can be a private email address, contact form, etc.).

VIP ACCESS ONLY

It's by invitation-only. This direct access is above and beyond the standard access all clients have.

The "Velvet Rope Effect" is real. This is by invitation for a reason...

Let your invited clients know they can share this private Q&A access with people in their lives, noting that nonclients are welcome (important).

why does Q&A Matter?

Questions identify the problem (pain) & are the #1 way to start a conversation. By going direct to Q&A there's no wasted back & forth. It allows the expert (you) to shine, immediately. Also...

Only the best of the best Get Access to you.

Remember, there are only two types of people with access to you here to Q&A...

Who?

The only people with access to you? Your best clients (top 20%) & the 1,000's of people in their lives who are 1 degree away from you. So now...

Only the Best & Highest Qualified People Reach Out to you!

As a result of you having this Unique Mechanism (UM) in place, 100% of the people asking questions are qualified. There is no higher level of client or prospect you can be in communication with.

Making sense?

If so, take the next step to see how the AskMyAdvisor Software app brings in altogether to have this Q&A system working for you 24/7, 365 days a year. It's adding a +$90,000 a year salesperson to your business for peanuts...

Enter AskMyAdvisor

Words About The AskMyAdvisor™ Referral Method...

"I think everyone needs to hear it because it's one of those simple and brilliant concepts. Sometimes the simplest Are the most powerful."

"Not only is Brian in the head of financial advisors, he understands how they think, how they speak, how they walk. everything. He also knows exactly what to do in order to get financial advisors, more referrals and he leverages tech to do it in a unique way."

"I love how you really break that down in fire nation. I hope you can understand the power and the value of what Brian's talking about right now."

Bill Cates – Hall of Fame speaker, bestselling author & coach.

Here's a clip from Brian Ouellette's upcoming appearance on Bill's Top Advisor show.

"I love how you really break that down in fire nation. I hope you can understand the power and the value of what Brian's talking about right now."

"Not only is Brian in the head of financial advisors, he understands how they think, how they speak, how they walk. everything. He also knows exactly what to do in order to get financial advisors, more referrals and he leverages tech to do it in a unique way."

"I love how you really break that down in fire nation. I hope you can understand the power and the value of what Brian's talking about right now."

John Lee Dumas, host of the award-winning podcast; Entrepreneurs on Fire. With guests ranging from Gary Vaynerchuk, Tim Ferriss, Tony Robbins, it's one of the most influential business podcasts on the planet.

"Not only is Brian in the head of financial advisors, he understands how they think, how they speak, how they walk. everything. He also knows exactly what to do in order to get financial advisors, more referrals and he leverages tech to do it in a unique way."

"I gotta tell you, I'm excited...It's been a while since we've done an interview like this. today I have the distinct pleasure of talking to someone who has become a friend and he's doing some really innovative things around referrals. So if you are a trusted advisor then you're gonna wanna pay attention."

James Pollard. Host of "Financial Advisor Marketing" Podcast & Founder of The Advisor Coach

"I gotta tell you, I'm excited...It's been a while since we've done an interview like this. today I have the distinct pleasure of talking to someone who has become a friend and he's doing some really innovative things around referrals. So if you are a trusted advisor then you're gonna wanna pay attention."

Steve Gordon. Unstoppable CEO. Best-Selling Author. Strategic Coach. Vistage Alum. Simplifier.

unstoppableceo.net

"I'm really interested in your app...How'd you end up the guru of referrals?"

"I gotta tell you, I'm excited...It's been a while since we've done an interview like this. today I have the distinct pleasure of talking to someone who has become a friend and he's doing some really innovative things around referrals. So if you are a trusted advisor then you're gonna wanna pay attention."

"I'm really interested in your app...How'd you end up the guru of referrals?"

Ken Hardison Esq. Founder & President of PILMMA. Ken is known as the “Millionaire Maker” for a reason. He’s helped lawyers across the country double, triple, or quadruple their law practices and income. "PILMMA teaches you what they don't in law school."

“Oh snap! That’s freaking sick!”

"I gotta tell you, I'm excited...It's been a while since we've done an interview like this. today I have the distinct pleasure of talking to someone who has become a friend and he's doing some really innovative things around referrals. So if you are a trusted advisor then you're gonna wanna pay attention."

"I'm really interested in your app...How'd you end up the guru of referrals?"

Tristan Ahumada, CEO

LabCoat Agents, The World’s Largest Online Real Estate Community (+150,500 realtor members). Malibu, California

"Brian, thank you so much for making the time to be here. It's been incredible."

"I like this because it reduces friction and this really makes it easier to engage. And as an advisor, we are making it less difficult for people to build a relationship with us, or just talk with us, to communicate with us."

"Brian’s commitment to making the world a better place is evident through his companies, his advice, and his desire to help those around him."

Eric L. Dunavant, Founder & President of Paradiem, is an author, speaker, and philanthropist. Eric has been featured in a variety of media outlets such as New York Times, Wall Street Journal, and Business Insider.

Paradiem, is the Fastest Growing RIA in Louisiana.

"Brian’s commitment to making the world a better place is evident through his companies, his advice, and his desire to help those around him."

"I like this because it reduces friction and this really makes it easier to engage. And as an advisor, we are making it less difficult for people to build a relationship with us, or just talk with us, to communicate with us."

"Brian’s commitment to making the world a better place is evident through his companies, his advice, and his desire to help those around him."

Recently featured as the cover story for the Points Living Magazine article, "Brian Ouellette and his Entrepreneurial Family." With Washington residents, from the SaaS world, including Jeff Bezos, Bill Gates, Steve Ballmer among other established SaaS players, Points Living Magazine is published exclusively for the residents of Clyde Hill

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"I like this because it reduces friction and this really makes it easier to engage. And as an advisor, we are making it less difficult for people to build a relationship with us, or just talk with us, to communicate with us."

"So that's what I like about this technology, It doesn't solve all the problems. You still have to go do all the work, but you get higher contacts and you automate parts of it that accelerate the journey. So you can effectively BE having four or five conversations at once...That's awesome And a good point. Cause that saves an incredible amount of time, not wasting time."

Josh Elledge - Over 2,500 media appearances. Syndicated TV expert & newspaper columnist. +130K audience. Keynote speaker. We scale 6-figure. consultants to 7-figures.

"So that's what I like about this technology, It doesn't solve all the problems. You still have to go do all the work, but you get higher contacts and you automate parts of it that accelerate the journey. So you can effectively BE having four or five conversations at once...That's awesome And a good point. Cause that saves an incredible amount of time, not wasting time."

Thomas C. Helfrich, Founder of InstantRelevant. Chief Nerd Officer at AiNerd. Host of the AI WITH ATTITUDE Podcast.

"This is an amazing concept. to access my CPA, lawyers, or money managers quickly...would be huge."

"So that's what I like about this technology, It doesn't solve all the problems. You still have to go do all the work, but you get higher contacts and you automate parts of it that accelerate the journey. So you can effectively BE having four or five conversations at once...That's awesome And a good point. Cause that saves an incredible amount of time, not wasting time."

"This is an amazing concept. to access my CPA, lawyers, or money managers quickly...would be huge."

Randolph Rademaker. Client-Side, Angel investor. Bellevue, Washington.

“That’s a really smart idea. I could sell that to all my advisors."

"So that's what I like about this technology, It doesn't solve all the problems. You still have to go do all the work, but you get higher contacts and you automate parts of it that accelerate the journey. So you can effectively BE having four or five conversations at once...That's awesome And a good point. Cause that saves an incredible amount of time, not wasting time."

"This is an amazing concept. to access my CPA, lawyers, or money managers quickly...would be huge."

Seth Greene, CEO, The SharkPreneur Podcast with Kevin Harrington. #6 on NASDAQ’s list of “Top Podcasts You Must Listen To.” Williamsville, New York

Brian Ouellette & AskMyAdvisor™ in the news (partial)...

Want to Multiply your best clients? No problem. Just give them this...

Want to Multiply your best clients? No problem. Just give them this...

Why would you want more referrals from your Best Clients?

How to fix? Easy, Just Simplify it For them.

90% Would Refer their advisor. Most Do Not.

The Top Few Reasons They Don't Refer...

How do you get More referrals from the 90%?

What happens when you Remove The Gray area?

Do you know how large your COI is, Right now?

This means Your top 10 Clients...

But, it gets better...

HOW VILFREDO PARETO HELPS YOU GET MORE CLIENTS...

Phase 2. Pulling it together

How to simplify it for your clients to refer you on autopilot...

VIP ACCESS ONLY

The "Velvet Rope Effect" is real. This is by invitation for a reason...

why does Q&A Matter?

Only the best of the best Get Access to you.

Who?

Only the Best & Highest Qualified People Reach Out to you!

Making sense?

FREE Referral Valuator Calculator ($100 Value. Opens new win

What is the Value of One Referral for you? In 60-seconds...

Words About The AskMyAdvisor™ Referral Method...

"I think everyone needs to hear it because it's one of those simple and brilliant concepts. Sometimes the simplest Are the most powerful."

"Not only is Brian in the head of financial advisors, he understands how they think, how they speak, how they walk. everything. He also knows exactly what to do in order to get financial advisors, more referrals and he leverages tech to do it in a unique way."

"I love how you really break that down in fire nation. I hope you can understand the power and the value of what Brian's talking about right now."

"I love how you really break that down in fire nation. I hope you can understand the power and the value of what Brian's talking about right now."

"Not only is Brian in the head of financial advisors, he understands how they think, how they speak, how they walk. everything. He also knows exactly what to do in order to get financial advisors, more referrals and he leverages tech to do it in a unique way."

"I love how you really break that down in fire nation. I hope you can understand the power and the value of what Brian's talking about right now."

"Not only is Brian in the head of financial advisors, he understands how they think, how they speak, how they walk. everything. He also knows exactly what to do in order to get financial advisors, more referrals and he leverages tech to do it in a unique way."

"Not only is Brian in the head of financial advisors, he understands how they think, how they speak, how they walk. everything. He also knows exactly what to do in order to get financial advisors, more referrals and he leverages tech to do it in a unique way."

"I'm really interested in your app...How'd you end up the guru of referrals?"

"I'm really interested in your app...How'd you end up the guru of referrals?"

“Oh snap! That’s freaking sick!”

"I'm really interested in your app...How'd you end up the guru of referrals?"

"Brian, thank you so much for making the time to be here. It's been incredible."

"I like this because it reduces friction and this really makes it easier to engage. And as an advisor, we are making it less difficult for people to build a relationship with us, or just talk with us, to communicate with us."

"Brian’s commitment to making the world a better place is evident through his companies, his advice, and his desire to help those around him."

"Brian’s commitment to making the world a better place is evident through his companies, his advice, and his desire to help those around him."

"I like this because it reduces friction and this really makes it easier to engage. And as an advisor, we are making it less difficult for people to build a relationship with us, or just talk with us, to communicate with us."

"Brian’s commitment to making the world a better place is evident through his companies, his advice, and his desire to help those around him."

"I like this because it reduces friction and this really makes it easier to engage. And as an advisor, we are making it less difficult for people to build a relationship with us, or just talk with us, to communicate with us."

"I like this because it reduces friction and this really makes it easier to engage. And as an advisor, we are making it less difficult for people to build a relationship with us, or just talk with us, to communicate with us."

"This is an amazing concept. to access my CPA, lawyers, or money managers quickly...would be huge."

"This is an amazing concept. to access my CPA, lawyers, or money managers quickly...would be huge."

“That’s a really smart idea. I could sell that to all my advisors."

"This is an amazing concept. to access my CPA, lawyers, or money managers quickly...would be huge."

Brian Ouellette & AskMyAdvisor™ in the news (partial)...

"Brian Ouellette of Clyde Hill, Wash., bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995."

"Brian Ouellette of Clyde Hill, Wash., bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995."

"Brian Ouellette of Clyde Hill, Wash., bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995."

"Former Wall-Streeter Is Determined To Prevent Millionaire Athletes From Blowing Their Fortune"

"Brian Ouellette of Clyde Hill, Wash., bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995."

"Brian Ouellette of Clyde Hill, Wash., bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995."

How To Get Those All-Important Client Referrals! “An advisor’s number one center of influence is those top 10 to 25 clients,” Ouellette said.

"Brian Ouellette of Clyde Hill, Wash., bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995."

How To Get Those All-Important Client Referrals! “An advisor’s number one center of influence is those top 10 to 25 clients,” Ouellette said.

“The best advisers and planners would rise to the top,” Mr. Ouellette said.

"Brian Ouellette of Clyde Hill, Wash., bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995."

How To Get Those All-Important Client Referrals! “An advisor’s number one center of influence is those top 10 to 25 clients,” Ouellette said.

Expert: "I Wouldn't Be Surprised To See More NFL 'Wipeouts' Like Ex-Raven McAlister" Ouellette said.

“When athletes make it professionally, they need to identify that they did earn this money. They need to treat money with respect.” Ouellette said.

"Brian’s commitment to making the world a better place is evident through his companies, his advice, and his desire to help those around him."

"Brian’s commitment to making the world a better place is evident through his companies, his advice, and his desire to help those around him."

“When athletes make it professionally, they need to identify that they did earn this money. They need to treat money with respect.” Ouellette said.

"Brian’s commitment to making the world a better place is evident through his companies, his advice, and his desire to help those around him."

“When athletes make it professionally, they need to identify that they did earn this money. They need to treat money with respect.” Ouellette said.

“When athletes make it professionally, they need to identify that they did earn this money. They need to treat money with respect.” Ouellette said.

“When athletes make it professionally, they need to identify that they did earn this money. They need to treat money with respect.” Ouellette said.

"Get Same-Day Referrals From Your Top 10 Clients with Brian Ouellette"

“When athletes make it professionally, they need to identify that they did earn this money. They need to treat money with respect.” Ouellette said.

“When athletes make it professionally, they need to identify that they did earn this money. They need to treat money with respect.” Ouellette said.

Brian Ouellette & AskMyAdvisor featured in (partial List)...

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