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.
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*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. It is a Referral Activation System (RAS) that automates the referral process for advisors so they can get recurring referrals without ever having to ask for one again. The goal is to strengthen the best relationships while opening up referral access to the 1,000's of people connected to these top clients.
To text (212) 426-1038
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