The Best DFY Client-Building Software for Client-Facing Advisors*. Learn Why Below...
What is the AskMyAdvisor Method?
First off, the premise of this relationship building method that began in the 1800's
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.
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How this impacts your business growth as a trusted advisor*
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?
A little Bit About Us...
Brian Ouellette, Founder, Bellevue, Washington USA
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.
NOT DISCLOSED, Our Chief Programmer, Web Developer SECRET WEAPON, Somewhere in India (maybe)
XXXX is an absolute ROCK STAR! So much so, we keep him a secret from others who may try to poach his masterful skills!:)
Shoaib Fayyaz, Chief Editor, Copywriter, R&D, Pakistan
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.
Shaurya Vasa, Chief of Graphics, Print & Web Designer, India
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.
"For Our Strategic Partners (Members) & Ourselves--We Are Relentless In Getting Results--Led By A Commander's Intent In Each Step." Why is it the engine that drives AskMyAdvisor™?
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
Our Commander's Intent...
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.
Polls say, 90% of your clients would refer you. Most don't.
But it gets worse...If your best clients can't easily refer you. Learn how to fix this in 15 min. by just making it easier for them.