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SoloADVISOR Member Package Available Right Now
Founding Member Pricing Has Limited Seats Per Advisor Channel*. Do Not Miss Out.
$2,500
Annual Access Fee
$250
Monthly Fee
$10,000
ThinkTank Membership
15 Minutes
Time to Activate?
LIMITED SEATS AND TIME AVAILABLE FOR SPECIAL PRICING.
Included with your membership
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THE CORE SERVICE: The Q&A Referral App.
Be open for referrals on autopilot in <15 min.
$2,997 Value
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AskMyAdvisor Online CRM
This simplifies tracking & follow-up.
$997 Value
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AskMyAdvisor Mobile CRM
This simplifies tracking & follow-up.
$997 Value
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+AskMyAdvisor Open CRM Integration
Integrates with +99% of the available CRMs
$997 Value
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The Q&A Referral Phone App.
Reply quickly to inquires, giving you an edge on other advisors.$2,000 Value
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Membership to “The Network”
Our members-only thinktank.
$10,000 Value
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MediaWatch ALERTS
Learn how to get 3rd party media coverage for free.
$2,997 Value
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Message Wizard
Prebuilt emails. Just copy, paste, personalize, then send.
$1,500 Value
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Realtime Analytics
Makes it easy to track results
$1,997 Value
+$25,000 in value...But it's much higher. What is the value of replicating your best clients? An additional $50,000 to +$250,000 a year...What happens when you do that over and over again?
No reason to procrastinate. Plus, becoming a Founding Member gives you a head start on every other advisor out there!
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60-DAY GUARANTEE (BUILT IN INSURANCE)
Simplifies making the investment into your business.
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CLOUD BASED WITH AMAZON WEB SERVICES
Established security practices and industry standards that billion-dollar companies use are used by us.
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YOUR DATA IS SECURE
We use a 256-bit encryption protocol to keep your private date secure at all time.
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ALL RECEIVED DATA ONLY AVAILABLE TO MEMBERS
To protect member data 100%, only members have access to their CRMs available with their user name and password.
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FULLY TAX DEDUCTIBLE BUSINESS EXPENSE*
*We are not tax advisors. Please consult your tax advisor to verify (btw, we're 99% certain you can deduct;)
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MEMBER SUPPORT
Text: +1 (212) 426-1038
Email: help@askmyadvisor.co
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*Advisor channels: Accountants, attorneys, consultants, financial advisors, realtors, and other professional advisors.
Currently, all Founding Members get a lifetime membership seat to The ThinkTank.
What is The Network? This is our $10,000 a year, members only Think-Tank for our member advisors from around the globe.
Each advisor channel has a limited number of available seats. Once a cap is hit, found in a channel, founding member pricing closes.
Limited Seats Per Advisor Channel*
Founding Member Pricing
$2,500 annual access fee
$250/monthly
4 payment options...
*Accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors.
Minimum of 3 years in production required for membership access.