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AskMyAdvisor® By Invitation Relationship and Referral Software
AskMyAdvisor® By Invitation Relationship and Referral Software
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So, how do you put this to work? First, a quick recap:

Below is a quick review. Then we'll pull it together to create a 1-page game plan for you. Cool?

So, here's a recap and some bonus notes to consider...

  • 9 out of 10 clients will refer their advisor. Most don't
  • Top 3 reasons they don't, "I don't want to bother him. I'm not sure if she's taking new clients. Not sure how to do it." 
  • How to fix? Eliminate the reasons they don't refer by...
  • Making it simple for the 90% of your clients to refer you.
  • The Pareto principle says 20% of your clients account for 80% of your revs. 
  • The avg. person's connected to +600 people. 
  • Your top 10 clients are connected to +6,000 people. 
  • Your top 25 clients are connected to +15,000 people.
  • Who most closely resembles your top clients? Their family, friends and vast COI-- Bar none. 


Additional notes to consider: 

  1. Each new client adds a new reach to another +600 people.
  2. Working closer with your top clients makes those relationships grow stronger.
  3. BTW, in reference to the last bullet point, the #1 reason clients leave their advisor? Poor communication (Financial Advisor magazine, "Top 5 Reasons Why Clients Fire Advisors"). 
  4. When you work closer with your best clients, the risk of losing a client due to "poor communication" disappears.
  5. When your clients refer you, they don't do it for toaster ovens or Amazon gift cards.
  6. They do it for status. 
  7. Status is the basis for why we refer in the first place (this goes back to our "crocodile & caveman brains", we discuss in our book).


Added benefits:

  1. This enormous reach decreases the number of people need to market to.
  2. It becomes small enough to automate (we can show you how).
  3. You can spend more time working with the clients you enjoy most.
  4. Consider that for a moment...Only working with your favorite clients.
  5. You automate the process, so referrals come to you (you don't ask for them).
  6. You can now focus a higher % of your day on your expertise, helping your clients vs. having to always market for new business.
  7. Marketing is now built into your business and automated.
  8. This changes the amount of free time you have each day, week, month.
  9. Could this free up more time to spend with family & friends? Yes.
  10. Could this free up more time for your hobbies & travel? Yes.
  11. Could this make you a more fulfilled advisor and person? Yes.
  12. Is that not only good for you, but also good for your family, friends, clients? Yes.
  13. This business model strengthens your best client relationships.
  14. This business model opens up a new access to the 1,000's of people 1 degree away from your best clients.
  15. You are now working closer with the people you care most about. 
  16. What does that look for you? 
  17. What becomes possible? Everything.
  18. Is it starting to make sense what is going on with the AskMyAdvisor Method?


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...

Next up...

Phase 3. New software app does all the above, plus...

To create your private Q&A portal to share with your invited clients & the people in their lives...

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...


  • This enables frictionless referrals.
  • You never have to ask for referrals again, but...
  • Referrals can now come automatically. 
  • The software is 3rd-grade simple to operate (by design). 
  • Your Q&A Portal can be live & ready to share with your best clients (top 20%) in 15-minutes. 
  • It's working 24/7, 365 days a year. 
  • No days off, no weekends, no holidays. No complaining, ever.
  • It's accessible from around the world.
  • Includes built-in private CRM (online and on the mobile app) that is activated automatically.
  • CRM Friendly. It's compatible with +99% of the CRMs on the market (Salesforce, Hubspot, Zoho, etc.) 
  • It's like adding a +$90,000 a year salesperson to the staff for peanuts...
  • Actually, since it's working for you 24/7, 365 days a year...
  • It's more like adding +2 more salespeople at +$180,000 a year for pennies.

  

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...

SO, HOW DO YOU PUT THIS TO WORK? FIRST, A QUICK RECAP...

Click to open menu

Click the menu above for a quick review (opens new window)

Click for a quick review (opens new window)

Grab interest

Say something interesting about your business here.

Next Step: What is a Referral Worth In actual Dollars & Cents to your business?

The Referrral Valuator Calculator

PHASE 3. NEW SOFTWARE APP DOES ALL THE ABOVE, PLUS...

Click the menu above for a quick review (opens new window)

Click for a quick review (opens new window)

They want to refer you...

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By Invitation AskMyAdvisor®

*For outstanding accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors. The AskMyAdvisor® Software OS is by invitation, only available for an advisor's top 20% client and advisor relationships and their respective COIs. 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. "It is a complete Referral Onboarding and Client Discovery OS. There is nothing like it."

To text (212) 426-1038

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