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...
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Text us at (212) 426-1038
By Invitation AskMyAdvisor®
*For client-facing trusted accountants, attorneys, consultants, financial advisors, realtors, VCs & other trusted advisors...The AskMyAdvisor® CARBON+ software is by invitation, only available for an advisor's best clients (top 20%) and the people these clients invite. 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. "A first-of-its-kind software and system, there is nothing like it."
To text (212) 426-1038
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Stop Missing Referrals. Automate Them.™
90% of advisor clients would refer. Most don't.
The solution? Make it simpler to refer. So simple that you never have to ask for one again. We show you how here...
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