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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.

  1. As a preface, the #1 reason clients leave their advisor? Poor communication (Financial Advisor magazine, "Top 5 Reasons Why Clients Fire Advisors"). 
  2. When you work closer with your best clients, the risk of losing a client due to "poor communication" disappears.
  3. When your clients refer you, they don't do it for toaster ovens or Amazon gift cards.
  4. They do it for status. 
  5. 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).
  6. This enormous reach decreases the number of people you need to market to and have as clients.
  7. It's now small enough to automate (we can show you how).
  8. You can spend more time working with the clients you enjoy most.
  9. Consider that for a moment...Only working with your favorite clients.
  10. You automate the process, so referrals come to you (you don't ask for them).
  11. You can now focus a higher % of your day on your expertise, helping your clients vs. having to always market for new business.
  12. Marketing is now built into your business and automated.
  13. This changes the amount of free time you have each day, week, month.
  14. Could this free up more time to spend with family & friends? Yes.
  15. Could this free up more time for your hobbies & travel? Yes.
  16. Could this make you a more fulfilled advisor and person? Yes.
  17. Is that not only good for you, but also good for your family, friends, clients? Yes.
  18. This business model strengthens your best client relationships.
  19. This business model opens up a new access to the 1,000's of people 1 degree away from your best clients.
  20. You are now working closer with the people you care most about. 
  21. What does that look for you? 
  22. What becomes possible? Everything.
  23. 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...

NEW DFY SOFTWARE APP DOES ALL THE ABOVE

To create your private Q&A portal to share

with your invited clients & the people in their lives...

This software automates the referral process for your clients...

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. 

When is it working for the advisor and their clients to use?

  • 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?

Referral Value Calculator (FREE)
On-Demand Webinar Access (FREE)

WANT TO PUT THIS METHOD TO WORK FOR FREE? HOP ON OUR LATEST WEBINAR...

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"

 

 

*Client facing accountants, attorneys, financial advisors, realtors, and other trusted advisors. Min. of 3 years in production required for membership.

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