So, here's a recap and some bonus notes to consider...
Additional notes to consider:
We have reason to believe our method is the best way to uncover new needs from your best clients (top 20%) while opening yourself up to the 1,000s of people in their lives who have questions, need second opinions and/or your services.
Developed from the +25 bullet points above, we have built a first of it's kind software app.
This app allows you to automate your entire client building process.
It is 3rd-grade simple to operate (by design).
In <15-minutes, you can have this turned on to share with your invited clients.
Interested in how to get an invite to apply for an available member slot? Keep reading...
This method automates the referral process for +90% of your clients who want to refer you.
As a result, this uncovers new needs from your clients and opens access to the thousands of people in their lives and...
There's a little more to it but not much more.
It's simple, by design.
Ready for the next step? Get your referral valuation based on your numbers below...
Say something interesting about your business here.
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."
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