The Backstory of AskMyAdvisor & Why There's Nothing Like It

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.