Values
AskMyAdvisor® and Brian Ouellette Values
Here's a short list for you. These are some of the core values that make up the foundation of the AskMyAdvisor® OS.
The open source method
The AskMyAdvisor® Method is open source. We teach both the DIY way (free) and the DFY way (software). Our education runs through every channel: reports, playbooks, webinars, podcast, and book. This allows us to speak objectively in all ways, always. This is important because it acclerates us teaching the method vs. being like the 99% others who are pitching, selling, etc.
Education based marketing
Objective beats subjective. We believe the best coaching is done by teaching, not selling. Every report, playbook, webinar, podcast, and book is built to educate advisors first.
Across all channels we share both paths: DIY (free) and DFY (software, paid). This gives us credibility because we are teaching the method openly, not pitching it.
It also holds us accountable to maintain a superior paid software product. If DFY is not clearly better, no advisor will move from DIY (no revenue) to DFY (revenue). This creates alignment on all sides all ways, always.
No paid affiliates
Most software companies rely on affiliate programs. We do not. This keeps us objective as education based marketers (see above). We allow the underwriting of the annual commitment fee, which lets trusted advisors share a credit code with the accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors they introduce to AskMyAdvisor®. This credit can range from $50 up to +$250 per year, per seat. Objective information always beats subjective promotion.
No pricing trickery
We do not hide fees or play games. No phantom charges. Every month we send multiple reminders before billing. Most software companies hope you forget. We refuse.
No marketing or sales spending
Our customers are our marketing. The product delivers so much value that advisors spread it themselves.
Clarity wins
If it is not simple, it does not scale. Confusion kills referrals. We build clarity into everything.
Speed over perfection
Ten minutes beats ten weeks. We move fast, then refine.
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No pricing trickery
We do not hide fees or play games. No phantom charges. Every month we send multiple reminders before billing. Most software companies hope you forget. We refuse.
No marketing or sales spending
Our customers are our marketing. The product delivers so much value that advisors spread it themselves.
Trust first
Advisors live on trust. Our system protects and multiplies it.
Top 20% focus
Not everyone gets an invite. We elevate the best relationships.
Simplicity sells
The shortest path always wins. One link, one path, one system.
Autopilot growth
The best marketing is invisible. Our OS runs 24/7 so advisors do not chase.
Proof over promises
We do not sell hype. We show results.
Empire mindset
We do not play small. We are building the future of how advisors grow.
Zero churn standard
As necessary as a phone and email. Our mission each day is to make our aOS so useful that leaving is unthinkable.
