The AskMyAdvisor® Method (Open Source)
A Standard for Trusted Advisors
The AskMyAdvisor® Method is now open source.
Any advisor, firm, or organization can study, share, and apply the Method freely.
Our software, the AskMyAdvisor® OS, is the only software system that runs the Method on autopilot.
What is the Method?
Referrals stall because of confusion.
Clients want to help, but they hesitate.
The AskMyAdvisor® Method fixes that.
One Direct Path™. One link. One action.
No confusion. No delay.
Why Open Source?
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To expand the standard.
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To eliminate referral confusion everywhere.
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To build trust and transparency in the advisor–client world.
When everyone speaks the language of the Method, trusted advisors win.
How to Use It
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Read the framework.
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Apply it with your top 20% relationships.
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Choose the DIY (free) or DFY (software) path.
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When you are ready for automation, the OS runs it for you.
Documents
Legal Note
This open source release covers the AskMyAdvisor® Method documentation.
The AskMyAdvisor® OS, platform, and related software remain proprietary.
