The Best DFY Client-Building Software for Client-Facing Advisors*. Learn Why Below...
For client-facing accountants, attorneys, financial advisors, realtors, VCs, consultants, and other trusted advisors...
Powered by the Pareto principle (80/20), our unique referral method will change the way you expand and grow your business, forever.
BTW, you only share this method with your best clients (top 20%) & their COI...And you never ask for a referral.
Your entire referral system that's working for you 24/7/365 days a year...
We share 3 ways to get frictionless referrals (2 DIY, 1 DFY). With our DFY software, it's like adding a +$90,000/yr. salesperson to the staff for peanuts.
Including chapters from our friends: John Lee Dumas (foreword), Alex Hormozi, Bill Cates (epilogue), Mark Lack, Dennis Yu, James Pollard, Steve Gordon, Roland Frasier, and others...
"There's nothing like this relationship-building method & software."
AskMyAdvisor™ By Invitation
*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. Our Referral Activation Software (RAS) automates the referral process for advisors to get recurring referrals without asking for them. The goal is to strengthen the best relationships while opening up access to the 1,000's of people connected to these top clients.
To text (212) 426-1038
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Stop Missing Referrals. Automate Them.™
But it gets worse...If your best clients can't easily refer you. Learn how to fix this in 15 min. by just making it easier for them.