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Advisors, You’re Getting Blindsided by the #1 Referral Killer You Don’t Even Know Exists

This silent assassin operates inside every trusted advisor’s business, yet almost no one sees it. Watch the video. Then click the button below...

Reveal the #1 Referral Killer
 

The #1 Killer of Referrals is Delays.

The 9010 Factor: Baseline of the AskMyAdvisor® OS

What is it? Client polls report that 90% of clients say they'd refer their advisor, yet only around 10% do. 

 

The reason that 80% do not is that referral onboarding is not intuitive, simple, and straightforward. This causes confusion, confusion causes delays.

How the P3

Works and Why the AskMyAdvisor® Method Keeps Advisors in One of the Three Channels

The P3 Framework is the foundation of how referrals happen and how the AskMyAdvisor Method ensures advisors are always positioned for success. Every advisor is always in one of three channels, and understanding these channels is the key to unlocking consistent, high-quality referrals.

Overview

AskMyAdvisor® is a smart robot for trusted advisors that never sleeps. It’s an automated referral onboarding system that brings in referrals and inquiries from your top 20%—without you ever having to ask.

But here’s the key: it’s not for everyone. It’s a private connector that only works for your top 20%—your best clients, your most trusted advisor relationships, and the people in their inner circles.

They access you through a private link called AdvisorOneLink™. If they don’t have the link, they’re not in. It’s like handing out a Black AMEX with your name on it—exclusive, direct, and reserved for the relationships that matter most.

Here’s where it gets better: the need to ask for referrals? Gone. The AskMyAdvisor® OS uses its built-in Q&A system to create natural connection points. Questions come in. Answers go out. Referrals happen.
All automated. All on autopilot. All behind the scenes.

This isn’t just a tool. It’s your automated client-building machine, running 24/7 while you focus on what you do best.

How Does the Method Work?

  • Trusted advisors (accountants, attorneys, consultants, financial advisors, and realtors) activate the AskMyAdvisor® OS in 10 minutes.
  • They invite their top 20% clients and COI advisors to an exclusive, private channel using OneAdvisorLink™.
  • Clients and advisors can ask questions, request services, or refer seamlessly—removing delays and increasing high-quality introductions.
  • No more chasing referrals. The system automates referral onboarding and client discovery, ensuring same-day referrals without asking.

Target Audience

  • Established Trusted advisors: Accountants, attorneys, consultants, financial advisors, realtors, and other high-value professionals who depend on referrals.
  • Accredited investors seeking high-impact client acquisition without traditional sales efforts.
  • Ideal for professionals who value exclusivity, efficiency, and automation in their business.

Product Features

✅ AdvisorOneLink™ Technology. One direct path to the advisor shared with their top 20% relationships and respective COIs.
✅ 24/7/365 Automated Client Discovery. Referral onboarding happens in real time, without manual requests.
✅ Compliance-Ready & Confidential. Meets U.S. securities and professional compliance standards.
✅ No Opt-ins, No Funnels, No Cold Outreach. Eliminates traditional marketing complexities.
✅ Limited Access for Top Advisors. Invite-only access ensures high engagement and exclusivity.

Process

Two paths to integrate in 10 minutes. Both are always on, running on autopilot to onboard referrals and be available for client and advisor discovery.
DIY System: Use email address, phone or the "free for life"  AskMyAdvisor® AdvisorOneLink™
DFY System: Complete software OS