The Instant AskMyAdvisor® Edge?

In 10 minutes, using our 3rd-grade simple software, advisors activate their own Q&A Portal & OneURL™ (like this demo).

Advisors then invited their top 20% client and advisor relationships and their COI exclusive access to the URL for Q&A, second opinions, and/or service requests.

This platform handles all Client Discovery+Referral Onboarding automatically. No more chasing referrals. Your most important relationships have one centralized hub (one URL) for all needs, all via OneURL™.

Receiving an AskMyAdvisor® Q&A Portal invite is akin to an AMEX black card invite, only superior.

The Objective?

Our 6-step RECHARGE Growth System creates an ongoing path to recurring referrals and client discovery. The 6-step formula, which consists of Relaying, Responding, Reminding, Repeating, Reaping, and Revitalizing, strengthens top client relationships, maintains ongoing engagement, and enhanced referral growth, all in an automated, round-the-clock model driven by the AskMyAdvisor® OS.

AskMyAdvisor® Request for Access

Sign in for instant access.

You are invited to be an AskMyAdvisor® Case Study

We are handpicking a small group of members to be AskMyAdvisor® case studies.

Who is invited? Our members are established accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors from around the globe.

Certain members have unique niches, specialties, reach, etc.

You have been selected to potentially be a case study.*

What is the benefit to you?

You are instantly put on a pedestal.

This extra attention helps us fast-track you in creating results.

When we say same-day referrals, it's not hype. It should be expected.

How you may ask?

Remember, this is a laser-focused client-growing dev campaign you are part of with the AskMyAdvisor® OS.

There is a reason you only invite your crème de la crème clients (top 20%) and their COI.

REFERRAL ONBOARDING+

Their COI, right now, has needs that you can help with.

CLIENT DISCOVERY

Your top 20% clients have needs you are not aware of.

The benefit of your AskMyAdvisor® Q&A Portal, it's driven by Q&A, the ultimate filter system to identify new needs.

PLUS, you are getting showcased. To who?

Showcased to 10,000s of accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors in your local market and beyond.

What's possible from that exposure? Anything!

Make sense?

Why are we doing these case studies?

To increase exposure for our handpicked members.

To improve our coaching systems to deliver to all members.

*You have been invited but do note: We have limited case study spots.

We require you to take action to confirm your interest.

To do this now in 20 seconds:

1. Click here (our AskMyAdvisor® Support Q&A Portal.) 
2. For your Q&A enter: CASE STUDY
3. Hit submit

For members who are accepted, we start right away.

For members waitlisted, you will be put on the...waitlist:)

To increase the likelihood of being selected, confirm interest now.

Get in Touch

Our excellent customer support team is ready to help.

Get in Touch

Our excellent customer support team is ready to help.

Just answer 1 or more of the questions below.

1. The secret to your career:
   If it were a movie, what would be the defining scene, and who would play you?
2. The secret to you:
   What’s the one thing you do that makes your top clients feel like they’re the only ones in the room?
3. Secrets to advice:
   What’s the most counterintuitive advice you’ve followed that changed everything?
4. The secret code of failure:
   How do you see failure—as a setback or a stepping stone?
5. The secret to you:
   If you had to sum up your entire career in one word, what would it be and why?
6. The secret to minimizing regret:
   Hypothetical—you're 90 years old with a button to go back to right now—what’s the first thing you’d do or change?