The Best DFY Client-Building Software for Client-Facing Advisors*. Learn Why Below...
Polls each year show that 90% of affluent clients would refer their advisors. Most do not.
"I don't want to bother him. I'm not sure if she's taking new clients. Not sure how to do it."
Eliminate the "top reasons they don't refer" by giving them a simple pathway to refer.
First off, gray areas are business killers. Now the path for your clients to give introductions & referrals is clear. But, there is more...
Between family, friends, social media, etc., the avg. person is connected to +600 people. This means one client has a reach of +600...
Are connected to +6,000 people. You're top 25 are connected to +15,000. These people are 1 degree away from you...
Who most closely resembles your best clients? Isn't it the people in their lives? Heck, yes, it is...Bar none.
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%...
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.).
It's by invitation-only. This direct access is above and beyond the standard access all clients have.
Let your invited clients know they can share this private Q&A access with people in their lives, noting that nonclients are welcome (important).
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...
Remember, there are only two types of people with access to you here to Q&A...
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...
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.
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...
Uncover the actual dollar amount (it's not what you think). How big your reach is (enormous!). How to automate referrals (simplify). Don't miss out! Click the button to let the calculator crunch your numbers...
Bill Cates – Hall of Fame speaker, bestselling author & coach. The “original” Referral Coach… With corporate clients like Ameriprise, Merrill Lynch, UBS, New York Life & dozens of others, Bill has taught more than 300,000 advisors over the past 30 years.
John Lee Dumas, host of the award-winning podcast; Entrepreneurs on Fire. Awarded ‘Best of iTunes.’ Over 1.4 million listens per month. With guests ranging from Gary Vaynerchuk, Tim Ferriss, Tony Robbins, Barbara Corcoran, to Brian Ouellette, it's one of the most listened to & influential business podcasts on the planet.
Steve Gordon. Unstoppable CEO. Best-Selling Author. Strategic Coach. Vistage Alum. Simplifier.
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."
James Pollard. Host of "Financial Advisor Marketing" Podcast & Founder of TheAdvisorCoach.com
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.
Josh Elledge - Over 2,500 media appearances. Syndicated TV expert & newspaper columnist. +130K audience. Keynote speaker. We scale 6-figure. consultants to 7-figures.
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, Medina, Hunts Point, and Yarrow Point. It has been well-loved in the community since 2010.
Randolph Rademaker. Client-Side, Angel investor. Bellevue, Washington.
Tristan Ahumada, CEO
LabCoat Agents, The World’s Largest Online Real Estate Community (+150,500 realtor members). Malibu, California
Thomas C. Helfrich, Founder of InstantRelevant. Chief Nerd Officer at AiNerd. Host of the AI WITH ATTITUDE Podcast.
Seth Greene, CEO, The SharkPreneur Podcast with Kevin Harrington. #6 on NASDAQ’s list of “Top Podcasts You Must Listen To.” Williamsville, New York
The Pareto principle states that for many outcomes, roughly 80% of the results come from 20% of the causes. We agree. And the #1 way to rapidly add clients? Work closer with the top 20% of your clients & the people in their lives. We show you how.
Want to learn the simple way to open up the 20% to refer you, without you ever having to ask for a referral again? BTW, they don't even know they are referring you. They are simply bringing people to you for help. If so...
In 90-seconds learn how this simple software app uncovers new needs from your top clients while sending referrals to you (without being needy having to ask) online on autopilot, 24/7. There's nothing like this Q&A app
AskMyAdvisor™ By Invitation
*For client-facing trusted advisors: accountants, attorneys, financial advisors, realtors, VCs & other professional advisors. AskMyAdvisor™ is by invitation and only shared with the top 20% of an advisor's clients & COIs. Our Referral Activation Software (RAS) automates the referral process for advisors to get recurring referrals without asking for them. The goal is to strengthen the best relationships while opening up access to the 1,000's of people connected to these top clients.
To text (212) 426-1038
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Stop Missing Referrals. Automate Them.™
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.