BRAND NEW: Trusted Advisor (financial, legal, real estate & tax) Referral Builder.
MULTIPLY YOUR BEST CLIENTS
(TOP 20%) BY ADDING THIS
NEW SERVICE...
We discovered an easy way to do this (you never
ask for a referral with it). We'll give it to you. But first,
a question...
FREE Referral Valuator ($100 Value, opens in a new window)
WHAT'S THE REAL VALUE OF ONE REFERRAL?
In 60-seconds, uncover...The actual dollar amount (it's not what you think). How big your COI is (enormous!). How to automate referrals (simplify). Don't miss out! Click the button to let the calculator crunch your numbers...
LET'S MAKE IT EASIER FOR THE 90% OF YOUR CLIENTS...
90% WOULD REFER THEIR ADVISOR. MOST DON'T.
Polls each year show that 90% of affluent clients
would refer their advisors. Most do not.
THE TOP FEW REASONS THEY DON'T REFER...
"I don't want to bother him. I'm not sure if she's taking new clients. Not sure how to do it."
HOW DO YOU GET MORE REFERRALS FROM THE 90%?
Eliminate the "top reasons they don't refer" by clarifying the pathway to refer.
WHAT HAPPENS WHEN YOU REMOVE THE GRAY AREA?
First off, gray areas are business killers. Now the path for your clients to give introductions & referrals is clear. But, there is more...
DO YOU KNOW HOW LARGE YOUR COI IS, RIGHT NOW?
Between family, friends, social media, etc., the avg. person is connected to +600 people. This means one client has a reach of +600...
THIS MEANS YOUR TOP 10 CLIENTS...
Are connected to +6,000 people. You're top 25 are connected to +15,000. These people are 1 degree away from you...
BUT, IT GETS BETTER...
Who most closely resembles your best clients?
Isn't it the people in their lives? Heck, yes, it
is...Bar none.
HOW VILFREDO PARETO
HELPS YOU GET MORE CLIENTS...
The Pareto principle (80/20 rule) drives the AskMyAdvisor client method. Roughly 80% of your revenues come from about 20% of your clients. With your reach to 1,000's, you now only have to focus on your 20%...
HOW DO YOU MAKE THIS WORK FOR YOU? FIRST, A QUICK RECAP...
Trusted advisor client thoughts about referrals
Across trusted advisor* channels, polls annually report that:
- 90% of clients say they would refer their advisor.
- This means 9 out of 10 clients would refer their advisor.
- Most clients do not refer.
-
The top 3 reasons they give for not referring:
- "I don't want to bother him."
- "I'm not sure if she's taking on new clients."
- "Not sure how to do it."
*Trusted advisors: accountants, attorneys, financial advisors, realtors, and other trusted advisors.
Make this odd referral stat work for you, today...
These are telling stats. Here's how to make them work for you:
- Eliminate the reasons they don't refer more.
- Making it simple for the 90% of your clients to refer you.
- 20% of your clients account for 80% of your revenues.
- 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-- Bar none.
Bonus: Consider this, too...
Each new client you add increases your reach another +600 people. When you work closer with your top clients those relationships grow stronger.
- As a preface, the #1 reason clients leave their advisor? Poor communication (Financial Advisor magazine, "Top 5 Reasons Why Clients Fire Advisors").
- When you work closer with your best clients, the risk of losing a client due to "poor communication" disappears.
- When your clients refer you, they don't do it for toaster ovens or Amazon gift cards.
- They do it for status.
- 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).
- This enormous reach decreases the number of people you need to market to and have as clients.
- It's now small enough to automate (we can show you how).
- You can spend more time working with the clients you enjoy most.
- Consider that for a moment...Only working with your favorite clients.
- You automate the process, so referrals come to you (you don't ask for them).
- You can now focus a higher % of your day on your expertise, helping your clients vs. having to always market for new business.
- Marketing is now built into your business and automated.
- This changes the amount of free time you have each day, week, month.
- Could this free up more time to spend with family & friends? Yes.
- Could this free up more time for your hobbies & travel? Yes.
- Could this make you a more fulfilled advisor and person? Yes.
- Is that not only good for you, but also good for your family, friends, clients? Yes.
- This business model strengthens your best client relationships.
- This business model opens up a new access to the 1,000's of people 1 degree away from your best clients.
- You are now working closer with the people you care most about.
- What does that look for you?
- What becomes possible? Everything.
- Is it starting to make sense what is going on with the AskMyAdvisor Method?
Based off the above, what we identified
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...
*Accountants, attorneys, financial advisors, realtors--only.
Minimum of 5 years in production required for membership.
Our New SaaS Fintech App Sends People To The Expert--You!
©2020-2021 AskMyAdvisor™
HOW TO SIMPLIFY IT FOR YOUR CLIENTS TO REFER YOU ON AUTOPILOT...
First, identify your best clients (top 20%). Give
them private Q&A access to you (it can be a
private email address, contact form, etc.).
VIP ACCESS ONLY
It's by invitation-only. This direct access is above
and beyond the standard access all clients have.
THE "VELVET ROPE EFFECT" IS REAL. THIS IS BY INVITATION FOR A REASON...
Let your invited clients know they can share this private Q&A access with people in their lives,
noting that nonclients are welcome (important).
WHY DOES Q&A MATTER?
Questions identify the problem (pain) & are the
#1 way to start a conversation. By going direct to Q&A there's no wasted back & forth. It allows the expert (you) to shine, immediately. Also...
ONLY THE BEST OF THE BEST GET ACCESS TO YOU.
Remember, there are only two types of people with access to you here to Q&A...
WHO?
The only people with access to you? Your best
clients (top 20%) & the 1,000's of people in their lives who are 1 degree away from you. So now...
ONLY THE BEST & HIGHEST QUALIFIED PEOPLE REACH
OUT TO YOU!
As a result of you having this Unique Mechanism
(UM) in place, 100% of the people asking questions
are qualified. There is no higher level of client or prospect you can be in communication with.
MAKING SENSE?
If so, take the next step to see how the
AskMyAdvisor Software app brings in altogether
to have this Q&A system working for you 24/7, 365 days a year. It's adding a +$90,000 a year
salesperson to your business for peanuts...
OUR NEW ADVISOR SOFTWARE APP TAKES IN ALL THE ABOVE...
If so, take the next step to see how the
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...
NEXT STEP: WHAT IS A REFERRAL WORTH IN ACTUAL DOLLARS & CENTS TO YOUR BUSINESS?
FREE Referral Valuator ($100 Value, opens in a new window)
WHAT IS THE VALUE OF ONE REFERRAL FOR YOU? IN 60-SECONDS...
Uncover the actual dollar amount (it's not what you think). How big your reach is (enormous!). How to automate referrals (simplify). Don't miss out! Click the button to let the calculator crunch your numbers...
WORDS ABOUT THE ASKMYADVISOR™ REFERRAL METHOD...
"I THINK EVERYONE NEEDS TO HEAR IT BECAUSE IT'S ONE OF THOSE SIMPLE AND BRILLIANT CONCEPTS. SOMETIMES THE SIMPLEST ARE THE MOST POWERFUL."
Bill Cates – Hall of Fame speaker, bestselling author & coach. Widely regarded to be the “original” Referral Coach…for good reason! With corporate clients like Ameriprise, Merrill Lynch, UBS, New York Life & dozens of others, Bill has taught more than 300,000 advisors over the past 30 years.
"I'M REALLY INTERESTED IN YOUR APP...HOW'D YOU END UP THE GURU OF REFERRALS?"
Ken Hardison Esq. Founder & President PILMMA. Ken is known as the “Millionaire Maker” for a reason. He’s helped lawyers across the country double, triple, or quadruple their law practices and income. Founder of PILMMA. "PILMMA teaches you what they don't in law school."
"BRIAN, THANK YOU SO MUCH FOR MAKING THE TIME TO BE HERE. IT'S BEEN INCREDIBLE."
Eric L. Dunavant, Founder & President of Paradiem, is an author, speaker, and philanthropist. Eric has been featured in a variety of media outlets such as New York Times, Wall Street Journal, and Business Insider. Paradiem, is the Fastest Growing RIA in Louisiana.
"I LOVE HOW YOU REALLY BREAK THAT DOWN IN FIRE NATION. I HOPE YOU CAN UNDERSTAND THE POWER AND THE VALUE OF WHAT BRIAN'S TALKING ABOUT RIGHT NOW."
John Lee Dumas, host of the award-winning podcast; Entrepreneurs on Fire. Awarded ‘Best of iTunes.’ Over 1.4 million listens per month. With guests ranging from Gary Vaynerchuk, Tim Ferriss, Tony Robbins, Barbara Corcoran, to Brian Ouellette, it's one of the most listened to & influential business podcasts on the planet.
"I GOTTA TELL YOU, I'M EXCITED...IT'S BEEN A WHILE SINCE WE'VE DONE AN INTERVIEW LIKE THIS. TODAY I HAVE THE DISTINCT PLEASURE OF TALKING TO SOMEONE WHO HAS BECOME A FRIEND AND HE'S DOING SOME REALLY
INNOVATIVE THINGS AROUND REFERRALS. SO IF YOU ARE A TRUSTED ADVISOR THEN YOU'RE GONNA WANNA PAY ATTENTION."
Steve Gordon. Unstoppable CEO. Best-Selling Author. Strategic Coach. Vistage Alum. Simplifier.
unstoppableceo.net
"NOT ONLY IS BRIAN IN THE HEAD OF FINANCIAL ADVISORS, HE UNDERSTANDS HOW THEY THINK, HOW THEY SPEAK,
HOW THEY WALK. EVERYTHING. HE ALSO KNOWS EXACTLY WHAT TO DO IN ORDER TO GET FINANCIAL ADVISORS, MORE REFERRALS AND HE LEVERAGES TECH TO DO IT IN A UNIQUE WAY."
James Pollard. Host of "Financial Advisor Marketing" Podcast & Founder of TheAdvisorCoach.com
"I LIKE THIS BECAUSE IT REDUCES FRICTION AND THIS
REALLY MAKES IT EASIER TO ENGAGE. AND AS AN ADVISOR,
WE ARE MAKING IT LESS DIFFICULT FOR PEOPLE TO BUILD A RELATIONSHIP WITH US, OR JUST TALK WITH US, TO COMMUNICATE WITH US."
Josh Elledge - Over 2,500 media appearances. Syndicated TV expert & newspaper columnist. +130K audience. Keynote speaker. We scale 6-figure. consultants to 7-figures.
"BRIAN’S COMMITMENT TO MAKING THE WORLD A BETTER PLACE IS EVIDENT THROUGH HIS COMPANIES, HIS ADVICE, AND HIS DESIRE TO HELP THOSE AROUND HIM."
Recently featured as the cover story for the Points
Living Magazine article, "Brian Ouellette and his Entrepreneurial Family." With Washington residents, from the SaaS world, including Jeff Bezos, Bill Gates, Steve Ballmer among other established SaaS players, Points Living Magazine is published exclusively for the residents of Clyde Hill, Medina, Hunts Point, and Yarrow Point. It has been well-loved in the community since 2010.
“OH SNAP! THAT’S FREAKING SICK!”
Tristan Ahumada, CEO
LabCoat Agents, The World’s Largest Online Real Estate Community (+150,500 realtor members). Malibu, California
"SO THAT'S WHAT I LIKE ABOUT THIS TECHNOLOGY, IT
DOESN'T SOLVE ALL THE PROBLEMS. YOU STILL HAVE TO GO
DO ALL THE WORK, BUT YOU GET HIGHER CONTACTS AND
YOU AUTOMATE PARTS OF IT THAT ACCELERATE THE
JOURNEY. SO YOU CAN EFFECTIVELY BE HAVING FOUR OR
FIVE CONVERSATIONS AT ONCE...THAT'S AWESOME AND A GOOD POINT. CAUSE THAT SAVES AN INCREDIBLE AMOUNT
OF TIME, NOT WASTING TIME."
Thomas C. Helfrich, Founder of InstantRelevant. Chief Nerd Officer at AiNerd. Host of the AI WITH ATTITUDE Podcast.
"THIS IS AN AMAZING CONCEPT. TO ACCESS MY CPA, LAWYERS, OR MONEY MANAGERS QUICKLY...WOULD BE
HUGE."
Randolph Rademaker. Client-Side, Angel investor. Bellevue, Washington.
“THAT’S A REALLY SMART IDEA. I COULD SELL THAT TO ALL MY ADVISORS."
Seth Greene, CEO, The SharkPreneur Podcast with Kevin Harrington. #6 on NASDAQ’s list of “Top Podcasts You Must Listen To.” Williamsville, New York
BRIAN OUELLETTE & ASKMYADVISOR™ IN THE NEWS (PARTIAL)...
"BRIAN OUELLETTE OF CLYDE HILL, WASH., BOUGHT HIS FIRST BROOKS BROTHERS SUIT WHEN HE ENTERED THE PAINEWEBBER & CO. TRAINING PROGRAM IN 1995."
"FORMER WALL-STREETER IS DETERMINED TO PREVENT MILLIONAIRE ATHLETES FROM BLOWING THEIR FORTUNE"
HOW TO GET THOSE ALL-IMPORTANT CLIENT REFERRALS! “AN ADVISOR’S NUMBER ONE CENTER OF INFLUENCE IS THOSE TOP 10 TO 25 CLIENTS,” OUELLETTE SAID.
“THE BEST ADVISERS AND PLANNERS WOULD RISE TO THE TOP,” MR. OUELLETTE SAID.
EXPERT: "I WOULDN'T BE SURPRISED TO SEE MORE NFL 'WIPEOUTS' LIKE EX-RAVEN MCALISTER" OUELLETTE SAID.
"BRIAN’S COMMITMENT TO MAKING THE WORLD A BETTER PLACE IS EVIDENT THROUGH HIS COMPANIES, HIS ADVICE, AND HIS
DESIRE TO HELP THOSE AROUND HIM."
“WHEN ATHLETES MAKE IT PROFESSIONALLY, THEY
NEED TO IDENTIFY THAT
THEY DID EARN THIS
MONEY. THEY NEED TO
TREAT MONEY WITH RESPECT.” OUELLETTE
SAID.
"GET SAME-DAY
REFERRALS FROM YOUR
TOP 10 CLIENTS WITH
BRIAN OUELLETTE"
THE PREMISE...
THE ASKMYADVISOR METHOD™ IS DRIVEN BY THE PARETO PRINCIPLE (THE 80/20 RULE)
The Pareto principle states that for many outcomes, roughly 80% of the results come from 20% of the causes. We agree. And the #1 way to rapidly add clients? Work closer with the top 20% of your clients & the people in their lives. We show you how.
*Accountants, attorneys, financial advisors, realtors--only.
Minimum of 5 years in production required for membership.
Our New SaaS Fintech App Sends People To The Expert--You!
©2020-2021 AskMyAdvisor™
THE 20% ARE YOUR BEST RELATIONSHIPS, YOUR TOP CLIENTS. THE ASKMYADVISOR METHOD™ ENABLES ADVISORS (YOU) TO STRENGTHEN THESE RELATIONSHIPS & REPLICATE THEM, ON AUTOPILOT. "THERE'S NOTHING QUITE LIKE THIS."
Want to learn the simple way to open up the 20% to refer you, without you ever having to ask for a
referral again? BTW, they don't even know they are referring you. They are simply bringing people to you for help. If so...
*Client facing accountants, attorneys, financial advisors, realtors, and other trusted advisors. Min. of 3 years in production required for membership.
Our New SaaS Fintech App Sends People To The Expert--You!
©2020-2021 AskMyAdvisor™