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About Brian Ouellette and his AskMyAdvisor® Software OS

 

Meet Brian Ouellette
Brian started as a financial advisor at PaineWebber and UBS. His results were so strong, FOX 13 Seattle built a studio in his office. From there, he went live over 3,100 times in four years as the network’s money guy, covering one of the wildest market runs in U.S. history.

That seat gave him a front-row view of how powerful referrals are, and how often they break.

Next, Brian launched Shoewallet Active Gear, a sports apparel company that took off fast. It was featured on NBC’s Today Show as a Top Fall Fitness pick, and profiled in Women’s Day, Shape, and Runner’s World. Customers included Skechers, the U.S. Department of Defense, Dunkin' Donuts, Susan G. Komen, Southwest Airlines, and Virginia Tech.

Then in 2010, Brian read a headline that changed everything. It was the Sports Illustrated story, “How and Why Athletes Go Broke.” The stat was brutal. Eighty percent of pro athletes lose everything within a few years of retiring. The article called it a financial pandemic. Brian saw the fix—better advisors. He launched Pro Athlete Direct, a coaching service built to support elite advisors who served pro athletes. Many of his clients were former athletes themselves. Super Bowl champs. MLB All-Stars. Team captains. D1 legends. Barron’s Top 100 advisors. They had walked the path and wanted to give back.

That return to the advisor world exposed a deeper truth. The real pandemic wasn’t just financial. It was structural. The biggest threat to growth wasn’t lack of desire. It was referral delay.

 Too many advisors were guessing, chasing, or stuck. Not from lack of skill, but from broken systems. So Brian built AskMyAdvisor.

AskMyAdvisor is the Referral OS.
One link. One path. Always on. No chasing. No confusion. No delay. Referrals flow.

 

AskMyAdvisor® Mission Statement

Our Mission
To remove referral delays and make growth simple, automatic, and predictable for trusted advisors. More action. Less waiting. Clients get help faster. Advisors grow faster.

Why It Matters
You need a system that works even when you are not. AskMyAdvisor connects you with your top clients and advisors without chasing, guessing, or delay. You stay focused on what matters—serving.

AskMyAdvisor Mission Statement
Referrals die from one thing: delay. We eliminate it.

Here’s how:
We remove the confusion that kills momentum—
Who reaches out
What number or email to use
Can a non-client refer
Is the advisor taking new clients

We replace it all with one clear system: the ODP. One Direct Path.