Clients want to refer their advisors. Few do. Want the fix? Make referring simpler.
Part of your job is being bombarded by information, needs & requests all day and night long. Sound about right? We want to simplify your job the best we can so we just threw this 1-pager together to help you out!
Treat this as a "data buffet" to help you pick & choose what helps you figure out what the heck we're doing to help more people by actually...Helping more people. Couple this with all the questions & needs that COVID has brought about for all of us, we want to do our best to help people the best.
Here is a quick message (video) from Brian (opens in new window) on how to best use this.
Any questions or needs, just email Brian Ouellette (founder) direct at email@example.com or contact him via phone (text or call) at
(212) 426-1038. Thank you!
About Brian Ouellette
Links of interest:
COVID has caused problems for everyone in some capacity. Many people have questions and concerns. Advisors are experts in answering questions and putting a plan in place.
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."
To text (212) 426-1038
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