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AskMyAdvisorÂŽ A to Z Framework

AskMyAdvisorÂŽ A to Z Framework

DIY (Free)

DFY (Premium)
Manual. Simple. Gets the job done. Use your AdvisorOneLink™ as a basic referral link, or route introductions to a private email or voicemail box. Fully automated. Effortless. Like a Tesla. Plug your AdvisorOneLink™ into your VIP Q&A Portal, powered by the AskMyAdvisor® OS.
You follow up. You handle next steps. It’s like riding a bike: you’re in full control, but doing all the pedaling. This portal captures the question, surfaces the pain point, and schedules the meeting, all before you and the referral ever speak.
No automation. No portal. No AI. Just a clean way to say, “Yes, I’m open to referrals.” Invite-only for your top 20% of clients, advisors, and COIs. You don’t chase. You don’t follow up. The OS takes over.
Free forever.Basic. Reliable. But manual. Referrers share the link. Zip their lips. The OS does the rest. Always on. Always working.

A. Audience

  1. AskMyAdvisor is built for trusted advisors: accountants, attorneys, consultants, financial advisors, and realtors.

  2. Focus is on the top 20% of clients and advisors, those who drive 80% of referrals and revenue.

  3. It’s invitation-only by design. No ads. No public spam. Elite only.

B. Big Problem

  1. 90% of clients say they'd refer. Only 10% actually do.

  2. Why? Delays, confusion, and awkwardness kill the moment.

  3. Advisors are forced to market to strangers instead of working with warm introductions.

C. Core Solution

  1. The AskMyAdvisor OS creates a One Direct Path (ODP) for referrals.

  2. It uses a single AdvisorOneLink to handle all referral onboarding and Q&A, automatically.

  3. DIY or DFY. Set it up in 10 minutes. It runs 24/7. Referral-ready forever.

D. Differentiators

  1. Not a CRM. It connects with your CRM.

  2. Runs like a $90K/year salesperson without taking breaks.

  3. Eliminates all referral confusion, forever. No more asking.

E. Entry Points

  1. Free forever AdvisorOneLink.

  2. Lead magnet: 15-Minute Referral Autopilot cheatsheet.

  3. Bootleg book: Referral Secrets of the Elite Trusted Advisor.

  4. On-demand, no opt-in webinars for activation.

F. Flywheel

  1. Gift > Link > Loop.

  2. A simple engine that multiplies your best relationships.

  3. Each link invites new referrals. Each loop deepens trust. Each gift builds loyalty.

  4. Every part is connected. It’s a system, not a tool.

 

 

 

G. Growth Model

  1. No paid ads. Zero CAC. All growth from existing trusted relationships.

  2. Top advisors share their link, get results, and invite others.

  3. Razor NFT drops and same-day referral wins tied to performance.

H. How It Works

  1. Step 1: Share your AdvisorOneLink with top clients and COIs.

  2. Step 2: They refer, ask questions, and interact—without friction.

  3. Step 3: You onboard new relationships. Same day. No follow-ups needed.

I. Infrastructure

  1. Website: askmyadvisor.pro with minimal nav and sticky CTA.

  2. App: Invite button, SquawkBox alerts, 1-way notifications.

  3. Built on Laravel, TinyMCE, ConvertKit, Stripe, and Kajabi.

J. Justification

  1. If 90% say they’re willing to refer, why only 10%?

  2. It’s not a people problem. It’s a system problem. And now it’s solved.

K. Key Features

  1. Always-on referral onboarding.

  2. Customizable Inner Circle access.

  3. Fully automated or ultra-simple DIY setup.

  4. Fastest path to same-day referrals.

L. Launch Strategy

  1. 30-day soft proof followed by continuous momentum campaigns.

  2. Podcast flywheel: 500 to 1,000 episodes released each month.

  3. Each asset reinforces the ecosystem: book, podcast, playbook, Razor NFTs.

M. Mission

  1. To eliminate the #1 referral killer—delay—and unlock 100% of advisor potential.

  2. To let advisors work only with clients they love and clone their best relationships.