WHAT DOES THIS APP DO FOR ADVISORS* & THEIR TOP CLIENTS? Take <2 min. to review (you'll glad you do)
What is it? It's an online software app that allows your clients & your clients' networks (of 1,000's) to Q&A 24/7 with the expert (you!). Members (advisors) are able to create a shareable Q&A Landing Page URL in <15 minutes. Here questions are delivered (automatically) to your work email & you can answer them 24/7. This allows you to strengthen your current client relationships AND help the people closest to your clients, while making new connections & building new client relationships, quickly. Same day introductions are the goal.
Why? Instead of a client waiting to schedule a call or email their advisor, now they can just ask any questions via a dedicated, private Q&A URL available 24/7. They are also invited to share the Q&A URL with the people in their lives who have questions, need for a 2nd opinion, etc. This opens up a powerful, new communication channel, focused on solving problems.
How? Simply share your customized URL (askmyadvisor.app/YOURNAMEOF CHOICE) via email, email P.S., email signature, snail mail, newsletters, blog, web page, social media, during meetings, during online meetings, in webinars or wherever you communicate with your top 10-25 clients. It's that simple. You now have bait in the water 24/7. Think of the possibilities. Think of how much more you can help people with this service in place?
Check out the images here (below) to see a breakdown of the 4 sections of your Q&A Landing Page & how they work in sync to move the reader (either one of your top 10 to 25 clients OR someone one of these top clients invited to access your URL to ask a question, get a 2nd opinion, etc.
*(Accountants. Attorneys. Financial Advisors. Real Estate Agents).
The Backstory of AskMyAdvisor & Why There's Nothing Like It
This is it, it's pretty simple!
As you can see, sitting 1 degree behind your top 25 clients sit 1,000s of people who not only most closely resemble your top 25 clients, but...Do you think (maybe) some of them...
- Have money questions that COVID has brought about? YES.
- Have ongoing...Tax strategy, retirement planning/distribution, investing, savings, etc. questions? YES.
- Have a need for a 2nd opinion on a major life event? YES.
- Have a need for a 2nd opinion on their current advisor? YES.
- Want a simple way to get answers? YES.
- Trust the people closest to them to recommend elite advisors for help? YES.
Over the past +10 years and investment of +20,000 hours we've studied this, firsthand, thru our R&D and Trial & Error with 1,000's of financial advisor clients & guests and our findings STRONGLY SUGGEST...HECK YES!!!!
Now, you the advisor (financial advisor, attorney, real estate agent) have a simple
URL to share for Q&A with your clients & their network of 1,000's.
To learn more about this & how to partner with us, click here.