Cheatsheet & Media Kit Just For You!
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 brian@askmyadvisor.co or contact him via phone (text or call) at
(212) 426-1038. Thank you!
About Brian Ouellette
- Retired financial advisor (PaineWebber, UBS, Oppenheimer & Co.)
- Company founder (1 angel & private equity fund investor backed & 2 bootstrapped)
- Formerly held his Series 6, 7, 63, 65, 66 licenses
- Former market commentator, while he was a financial advisor (FOX NEWS This Morning, Seattle) with +3,000 live TV appearances to the 12th largest media market in the US.
- He & his companies (Shoewallet Active Gear, ProAthleteDirect & AskMyAdvisor) featured in: The WSJ, Investors Business Daily, NBCs Today Show, CNN, NY1, Runner’s World, Shape magazine, Woman’s Day, KOMO Radio, Chicago Tribune, Dallas Morning News, Washington Times, Wendy Williams Show, InvestmentNews, OnWallStreet, Financial Advisor magazine, Private Wealth magazine, ESPN Radio, CBS Sports, amongst dozens of others and +250 radio stations
- Brian is comfortable & has vast experience appearing & communicating on TV, radio, podcasts, phone interviews, webinars, social media events , etc. Have a need, feel free to ask him.
- Driven by: Helping more people by actually...Helping more people.
Links of interest:
- Brian Ouellette Linkedin Profile
- Muckrack Bio
- AskMyAdvisor blog
- Recent podcast interview, AskMyAdvisor, revolutionizing the bridge between clients, their vast relationships and connections to financial advisors
- Want to see a Free DEMO of what your Q&A page could look like? Click here
- As of Jan. 14, 2021, askmyadvisor.co has an Alexa US Traffic ranking of 37,017
Interesting talking points We've Come Across:
- Between family, friends, works, school, hobbies, social media, the avg. person is connected to 600 people.
- THEN 1 client=600 connections
- Then 10 clients=6,000 connections
- Then 25 clients=15,000 connections
- BTW, who most closely resembles current clients? Yep, the people in their lives
- Connections are required for ANY relationship to begin. At some point their is a connection.
- Same holds true for for clients. A connection needs to be made.
- Our Q&A app is a connection creator. Whether it be strengthening current relationships and/or adding new connections & referrals.
- Overview of Why an advisor would want this service
- Access to our current ON-DEMAND CLASS. In 34-minutes learn the entire A to Z on the opportunity & our service. This is our primary education & sales engine. This is where people can request a FREE BETA SEAT (limited seats & limited time before we go live).
General Information
Interesting talking points regarding our Q&A app
- It’s fill in the blank, low technology that anyone can use (if you can fill-in-the-blank you can create your web page)
- It showcases an advisor in a favorable, deeply personal way (not found on other sites)
- Can have a live personalized URL, ready to share, in <15 minutes
- Only share with top 10 to 25 clients in the first 45 days
- The reach is so large, no need to ever market outside of your top clients
- Solves the problem of you gotta call my guy scenario
- Showcases the advisor in a way that current clients have not seen
- People that arrive on the Q&A landing page are REDHOT contacts
- Easy to share the URL
- Phone app provides instant notifications so the advisor can reply instantly building an unbreakable first impression
- Available 24/7
- Works on autopilot
- Available worldwide
- Runs on autopilot
- Provides a complimentary channel to dialogue
- Strengthens current relationships
- Helps those clients that fall into the “I don’t want to bother my advisor” scenario
- Is exclusive
- Makes your clients love you even more
- Tremendous ROI potential
- "Did you know that the human head weighs 8 pounds?" (Haha, what movie?:)
- Tax-deductible business expense
- May be covered by companies marketing budget allocation
- User friendly
- Beautiful to look at
- Stunning to look at some may say
- Whether someone is 20 or 100, easy to use
- Share your Q&A URL as a P.S. or email signature
- Share your Q&A URL in meetings, zoom calls, etc.
- Share your Q&A URL on phone calls
- Eliminates a client ever saying you gotta call my guy or my advisor, she’s the best here’s the email (these scenarios the result often is nada) by providing a dedicated URL to Q&A, get 2nd opinions, etc.
- Members will get access to our community The Network
- Think of this (The Network) as a FB group on steroids that we built from the ground up. This means no FB. It’s a private thinktank for our elite advisor members to come together learn and share best practices from each other. There is nothing like this on the planet.
