Meet Brian Ouellette, Founder of AskMyAdvisor®
Brian’s career is a natural progression of mastering connection and growth. He began as a financial advisor at PaineWebber and UBS where his results were so strong FOX 13 built a studio right inside his office. This experience taught him the power and frustration of referrals.
From there, Brian founded Shoewallet Active Gear, a sports apparel brand, diving deep into entrepreneurship and scaling businesses. Alongside, he coached accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors, helping them break through growth barriers using his evolving approach.
Each step sharpened Brian’s understanding of what truly drives referrals, leading him to develop the AskMyAdvisor® Method and OS. This software automates the referral process that once wasted hours and stalled growth, turning your top clients and advisors into a nonstop growth engine.
Our Mission
To remove referral delays and make client growth simple, automatic, and reliable for elite trusted advisors.
Why It Matters
You deserve a referral system that runs nonstop, connecting you with your vital clients and trusted advisors even when you are not hustling. AskMyAdvisor® gives you that edge so you can focus on what you do best: serving clients and building lasting relationships.
AskMyAdvisor® Mission Statement
We remove delays. Delays are the number one killer of referrals.
We solve this by eliminating the roadblocks that cause them. These include confusion about how to connect the referrer and advisor, who contacts who, what phone or email to use, whether non-clients can ask questions, and if the advisor is even taking referrals.
To eliminate that confusion, our advisors standardize referral onboarding using an ODP, a One Direct Path.
We teach two ways to activate it:
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DIY: Use our free-for-life AdvisorOneLink™ or choose one (and only one) of the following ODP options: a private email address, a subject line VIP code, a private voicemail line, or a landing page
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DFY: Our flagship software handles the entire OS for you
Either path takes under 10 minutes to activate and then runs 24/7 on autopilot.
One path. Always on. No confusion. No delay. Referrals flow.
