Clients want to refer their advisors. Few do. Want the fix? Make referring simpler.
Born in Paris France in 1848, Italian economist, Vilfredo Pareto is the founder of the Pareto Principle. The Pareto principle states that for many outcomes, roughly 80% of consequences come from 20% of causes. Other names for this principle are the 80/20 rule and the law of the vital few.
Oftentimes there is a reflex to perpetually focus on finding new clients or to sit back and passively wait for referrals to come. What if you invested more time on developing your most important clients...What becomes possible focusing on your #1 COI?
AskMyAdvisor Method is a frictionless relationship building system for client-facing accountants, attorneys, financial advisors, realtors, VCs and other trusted advisors that requires an ADVISOR Q&A Portal to enable advisors to work closer with their best clients (top 20%) thus strengthening these relationships to uncover new needs from them, while it provides a simple path for these clients to share the advisor (AKA refer) with their COI.
This Q&A PORTAL is accessible by their best clients (top 20%) and the clients COI, exclusively.
With a Q&A PORTAL activated, it provides a centralized location online where all the above can occur without the advisor ever having to ask for a referral again, all while the system runs on autopilot.
It can be implemented in a DIY way (with just a private email address and/or plugging various service providers together) OR it can be implemented in DFY way with the AskMyAdvisorConnect Software.
The AskMyAdvisorConnect SOFTWARE driven by The AskMyAdvisor Method is a DFY relationship building software.
It is 3rd grade simple to operate to enable an advisor member to generate their personal ADVISOR Q&A PORTAL & CUSTOM URL and have it ready to share with the world in <15-minutes.
It’s the easy button pathway to build a centralized location, online that is a hub to strengthening their best relationships, while being the single best way to replicate their best clients (top 20%) by getting more referrals from them.
It is a by-invitation, premium service from the advisor that is only available for the advisors handpicked clients (top 20%) and the client’s COI to access.
Problems are identified by the questions. These are typically the #1 pain for a person. Having a centralized location for Q&A eliminates endless back and forth. Furthermore, since the advisor is a problem solver, he or she can begin solving the problem immediately, eliminating endless back and forth. Putting a game plan and solution together is accelerated by this system. It is efficient at its core.
Because it’s selective who gets access to it, 100% of the questions that come in are the crème de la crème of people asking the questions. There is not a higher level of client or prospect. This makes the process highly efficient for all people involved.
Retired financial advisor (PaineWebber/UBS, Oppenheimer & Co.), founder of 3 companies (1-angel & PE investor-backed, 2-bootstrapped).
Since 2010, Brian has been coaching a wide range of financial advisors. From retired pro athletes (in just about every sport, including Super Bowl winners, Olympic medalists, national team captains, national champions, MLB all-stars) turned financial advisor, to Barron's Top 100 Advisors, Forbes Best-In-State Wealth Advisors & America's Top Wealth Advisors, to rock-solid advisors from the US, Canada & Europe & everyone in between. Brian coaches and works with some of the most elite financial advisors on the planet. With AskMyAdvisor, he is also working with accountants, attorneys & realtors. To see some of his media accolades, click here.
XXXX is an absolute ROCK STAR! So much so, we keep him a secret from others who may try to poach his masterful skills!:)
Professional content writer, proofreader, researcher, and editor. With 5+ years of experience in article writing, ebook writing and editing, non-fiction writing, and proofreading--He's skilled in pinpointing and rectifying various grammatical, vocabulary, formatting, and sentence structure errors (areas Brian needs assistance with, daily, sometimes hourly:), etc. As a diligent researcher, he writes on almost every aspect and offers services for blog writing as well.
Graphic/print/web designer with 4+ years of experience. Creative designer of icon, infographic, flyer, brochure, web graphics, mobile app design, user interface design...Basically anything we need, Shaurya takes care of business!
He graduated with an MCA from Gujarat Technological University (GTU), Gujarat, India and a BCA from Saurashtra University, Gujarat, India.
Commander's Intent statements lead our business at every step & turn. Why? It accelerates accomplishing the desired end result (the goal), while keeping us fluid to adapt to challenges that arise in getting to the desired result.
Simply said, "We find a way!"
Defined by retired Navy Seal, Jocko Willink: "The mission must explain the overall purpose and desired result, or “end state,” of the operation. While a simple statement, the Commander’s Intent is actually the most important part of the brief. When understood by everyone involved in the execution of the plan, it guides each decision and action on the ground.”
― Extreme Ownership: How U.S. Navy SEALs Lead and Win
We are creators, educators & enablers (the good kind!:).
We are driven with a relentless intent to help more people, by actually...Helping more people (crazy thought right? lol).
Driven with this at our core, we work with our members, who we view each one as a strategic partner, to reach new heights in business & life, while helping others at the same time.
Hitting new heights, they would not have hit otherwise, without our partnership.
This framework is what we operate within and it drives our entire AskMyAdvisor platform.
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."
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Stop Missing Referrals. Automate Them.™