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New FinTech App from AskMyAdvisor™ to Revolutionize How Advisors Trigger Around-The-Clock Referrals
Disruptive App provides an online Q&A platform that sends advisors referrals from their top clients on autopilot
NEWS PROVIDED BY
Feb 04, 2021, 10:05 ET
BELLEVUE, Wash., Feb. 4, 2021 /PRNewswire/ -- The SaaS FinTech company AskMyAdvisor™ today announced the official launch of a new disruptive App that automatically sends client referrals to their advisors. This App is exclusively available for advisors who are accountants, attorneys, financial advisors or realtors. The development of the App represents more than 20,000+ hours of R&D.
The AskMyAdvisor app provides a single platform for an advisors clients and their potential referrals to Q&A with the expert...The advisor. This creates new connections, seamlessly and allows an advisor. by simply answering a question, to solve a known problem, instantly.
As part of the App launch, AskMyAdvisor™ has opened their free, on-demand class titled, How to Trigger 1,000's of (Potential) Referrals From Your Top Clients--Without Asking. This training teaches the successful 3-step referral system they developed working directly with financial advisors, attorneys, realtors, sports agents and professional athletes since 2010.
According to Brian Ouellette, CEO/Founder of AskMyAdvisor™ (a retired financial advisor and coach of elite advisors), "The problem we're solving has to do with the fact that, statistically, only about 10% of advisors¹ consistently ask for referrals. Yet, as we know, referrals are the life blood of a successful advisory practice.
How can you fix this and add more referrals than you know what to do with? "It's simple. Enable advisors to engage in targeted Q&A with their top clients and their clients' vast network of connections."
As Ouellette explained, between family, friends, social media, the average person now is connected to 600+ people. This means that 10 to 25 clients are connected to 6,000 to 15,000+ people. This reach is so massive, the possibility to never market outside of one's top 25 clients becomes possible.
Brian notes, "Who most closely resembles these clients? Yep, their network."
Ouellette added, "With a push of a button, the App generates an online landing page for Q&A with the expert...The advisor (click for a demo). The Q&A App instantly identifies a PROBLEM (the question) and allows the advisor to reply with a SOLUTION (the answer). This strengthens current relationships. For referrals it creates an incredible foundation from the start. This becomes a game changer."
This Q&A approach can instantly trigger a seamless conversation with clients and their network of connections. It opens up new possibilities to uncover additional client needs and help the people they know who have questions, need for a second opinion, or a need for advisor services.
Industry research supports the premise of the App. Last week, a Transamerica & InvestmentNews report titled, "Marketing, Technology Top Advisers' List of Strategic Focus Points This Year²," highlights for 2021:
- 23% of financial advisors see growing wallet share with current clients as their most important path to growth.
- 69% feel that adding new accounts similar to existing clients is the most urgent "to do" this year.
- Combined, that is a whopping 92% of advisors who believe to grow in 2021 they need to further develop current clients or replicate them.
The core of what the AskMyAdvisor™ App develops is that 92%. It only targets an advisors' top clients & the 1,000's of people and businesses connected to them.
"Couple this with the flood of questions COVID has created and it's the perfect time to launch this App to market," Ouellette added. "To help more advisors by actually...Helping more advisors. We cannot wait to see results this App creates for these advisors."
Advisor training:
Click here to access the free, on-demand training
How To Trigger 1,000's of (Potential) Referrals from Your Top 25 Clients--Without Asking
Media inquiries:
Click here for media kit and contact form
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Media Contact:
Brian Ouellette
CEO & Founder
Featured in InvestmentNews, WSJ, IBD, CBS Sports, American Banker
(212) 426-1038 (text or call)
AskMyAdvisor™
askmyadvisor.co/contact
Muck Rack Bio
LinkedIn Profile
October 30, 2020-- "AskMyAdvisor, revolutionizing the bridge between clients, their vast relationships and connections to financial advisors"
Brian Ouellette, Founder of Pro Athlete Direct and Founder/Creator of the new software service (or SaaS) company AskMyAdvisor joins Enterprise Radio. AskMyAdvisor plans to revolutionize the bridge between clients, their vast relationships and connections to financial advisors.
Listen to host Eric Dye & guest Brian Ouellette discuss the following:
- What’s the reason you originally started Pro Athlete Direct?
- What is the key thing you’ve learned the past 10 years working with financial advisors on the other side of the desk & sports agents?
- What is the AskMyAdvisor app and what does it have to do with Pro Athlete Direct?
- How does it work if I’m a financial advisor? How does it work on the client side?
- Where can one get more information?
October 9, 2020-- Financial Advisor Magazine
How To Get Those All-Important Client Referrals.
"For Brian Ouellette, a former financial advisor..."
"Who is now a business coach, building a successful financial advisory business is done through tapping into the top 10 to 25 existing clients of the financial advisor. "
July 11, 2020--The Wall Street Journal
Brian Ouellette of Clyde Hill, Washington, bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995.
Check This Out...
[BLUEPRINT] Brand New On-Demand Training For Advisors* Reveals...
3 Steps To Instantly Engage Your Top 25 Clients' 1,000's of (Potential) Referrals Without You Asking For A Referral.