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The AskMyAdvisor® CARBON+ Software app builds this in less than 15 minutes.
For established advisors, referrals are clearly king
How do you get more referrals without being low-status or needy asking for them? It's easy...
clients are referral goldmines & want to refer you
We know that 90% Would Refer their advisor. But Most Do Not.
The 90/10 Factor. Each year, polls show that 90% of affluent clients would refer their advisors. Only 10% do. The gold? It's in the 80% gap.
The Top 3 Reasons They Don't Refer...
- "I don't want to bother him."
- "I'm not sure if she's taking new clients."
- "How? Give my advisor's phone number or email. I'll just do it another time*."
*BTW, "I'll just do it another time" often never comes. This is a big, fixable problem.
What is the best way to get referrals on autopilot from the 90%?
First, remove the "top 3 reasons they don't refer" by making it intuitive for them to share you with the people in their lives. Then, automate it so you never have to ask for a referral again.
What happens when you Remove The Gray area?
First off, gray areas are business killers. When you make the pathway crystal clear for your clients to give introductions & referrals, they can occur automatically. But, there is more...
Trick question...Who Is your #1 COI, Right now?
It's the people who vote for you with their wallets...Your clients. But we take it up a notch higher. Your #1 COI is the top 20% of your clients. More on that momentarily.
good news, Right? It gets better...Do you know how large your COI Reach is?
Actually, switch MASSIVE for large. Between family, friends, social media, etc., the average person is connected to +600 people. This means one client has a reach of +600...
This means Your top 10 Clients...
Who are also your #1 COI...
- 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 EVEN better...
Who most closely resembles these clients? Is it the strangers? Hmmm, nope! 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 Method. Do you now see how, with your COI of 1,000s and 80% of revenue coming from 20% of your clients, you can focus purely on them?
Phase 2. Pulling it together
How to simplify it for your clients to refer you on autopilot...
First, identify your best clients (top 20%). Make a list of them
Now offer THem A premium service (they've earned It)
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).
All SEO has been blocked. Seriously!
It's by invitation only for a reason. Only invited clients of yours get your private Q&A Portal URL. That is the gateway. The golden ticket they have? They can share it with people in their lives (invited nonclients are welcome).
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 Can Reach 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.
why does Q&A Matter?
When you go to the doctor, what happens 100% of the time? You are asked questions, right? This is how you diagnose the problem.
Questions=Efficiency
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...
Making sense?
If so, take the next step to see how the AskMyAdvisor ReferralRocket+ DFY software turns this system on for you in 15-minutes to have it working 24/7/365. It's adding a +$90,000 a year salesperson to the staff for peanuts...
FREE Referral Valuator Calculator ($100 Value. Opens new win
What is the Value of One Referral for you? In 60-seconds...
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...
Words About The AskMyAdvisor® Method and Operating System OS
"I think everyone needs to hear it because it's one of those simple and brilliant concepts. Sometimes the simplest Are the most powerful."
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."
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.
"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."
"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."
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. ."
Steve Gordon. Unstoppable CEO. Best-Selling Author. Strategic Coach. Vistage Alum. Simplifier.
unstoppableceo.net
"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."
Josh Elledge - Over 2,500 media appearances. Syndicated TV expert & newspaper columnist. +130K audience. Keynote speaker. We scale 6-figure. consultants to 7-figures.
“Oh snap! That’s freaking sick!”
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."
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."
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.
"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."
Randolph Rademaker. Client-Side, Angel investor. Bellevue, Washington.
“That’s a really smart idea. I could sell that to all my advisors."
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)...
"Brian Ouellette of Clyde Hill, Washington, bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995."
"Brian Ouellette of Clyde Hill, Washington, bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995."
"Brian Ouellette of Clyde Hill, Washington, 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, Washington, bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995."
"Brian Ouellette of Clyde Hill, Washington, 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, Washington, 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, Washington, 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)...
