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The AskMyAdvisor® Method (Open Source)

A Standard for Trusted Advisors

The AskMyAdvisor® Method is open source.

Any advisor, firm, or organization can learn it, share it, and use it freely.

We teach it two ways:

  • DIY: Do it yourself using our free software and blueprint.

  • DFY: Done for you with our flagship software.

Both activate in under 10 minutes and run your referral onboarding system all day, every day.

Our software, the AskMyAdvisor® OS, is the only system that runs the Method automatically.

What the Method Solves

Referrals die because of delay.
Delay happens because of confusion.

Clients want to help but get stuck.
They are not sure what number to give, who should reach out, or if you even take referrals.

The AskMyAdvisor® Method clears up the confusion instantly.

One Direct Path™. One link. One action.
No confusion. No delay.

Why Open Source

To set a clear standard for how referrals work.
To remove confusion between clients and advisors.
To build more trust in every professional relationship.

When everyone follows the same simple process, everyone wins.

This lets us teach the Method, not pitch it.

Just like every advisor needs a phone number and email to do business, every trusted advisor now needs an AdvisorOneLink™.
It is the single point of connection.
No more phone numbers. No more emails shared.

One link. One path. Total clarity for VIP clients, advisors, and their circles of influence.

This is the Black Card Upgrade your top 20 percent have earned.

How to Use It

  1. Read the framework.

  2. Apply it with your top 20 percent relationships.

  3. Choose your path: DIY (free) or DFY (software).

  4. When ready, let the OS automate it for you.

The Tesla Clause

This open source release is based on trust.

Allowed: Study it, teach it, use it, and share it.
Not allowed: Copying, misusing, or claiming it as your own.
Protected: The AskMyAdvisor® OS and all software remain private and protected.

As Elon Musk said when Tesla opened its patents:

“We will not start patent lawsuits against anyone who, in good faith, wants to use our technology.”

We take the same approach. Use it in good faith, and you are welcome.

Legal Note

This open source release covers the AskMyAdvisor® Method documentation only.
The AskMyAdvisor® OS and all related software are proprietary and protected.

Competitive Advantage

We open sourced the AskMyAdvisor® Method so any trusted advisor can set up a DIY or DFY referral onboarding system in 10 minutes and keep it running all year.
It is the only system that removes referral delays and keeps client growth on autopilot.

[NEW] Category #3: B2A  Business to Advisor B2A

You know B2C and B2B.
Neither fit the 5.6 million accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors in the United States.

We created B2A, Business to Advisor.
B2A defines how the trust-based advisor market works.
We lead it.

B2B → B2C → B2A™.
We have created the B2A™ category (Business to Advisor) and the aOS™ (Advisor Operating System) that delivers it.

1. First-Mover Advantage

We built the first complete Referral Operating System for trusted advisors.
Others add small tools to CRMs or chase mass marketing.
We built the full system that focuses on the top 20 percent of relationships that create 80 percent of results.

2. Network Effects

Our Advisor Inner Circle grows stronger with every new member.
It connects top advisors one step away from the most influential people.

3. Proprietary Technology

  • AdvisorOneLink™: Patent pending referral automation

  • ODP™ (One Direct Path): Removes confusion and delay

  • aOS™ (Advisor Operating System): Complete architecture for growth

4. Intellectual Property

AskMyAdvisor® is a registered USPTO trademark.
Our hybrid IP plan combines open sourcing with selective patents:

  • File narrow provisional patents on automation and system design.

  • Keep the Method open to grow adoption.

  • Trademark all key names and systems to protect the brand.

5. Education-Based Marketing

We teach the DIY Method free and sell the DFY System for speed and results.
This builds trust before a sale and creates long-term client value.

6. Customer Stickiness

Once installed, the OS becomes as essential as email or a phone.
Zero churn comes from daily, irreplaceable value.

7. Trojan Horse Strategy

We grow through books, kits, and education that travel faster than ads.
Every touchpoint spreads the Method and the brand.

8. Controlled Distribution

We own our platform, our data, and our delivery.
We do not rely on third-party algorithms.
We control the full client experience from start to finish.

Expert Endorsement

“Referrals used to have too much friction to happen naturally.
Brian’s approach takes friction out of the equation.
As they often say on The Mandalorian, this is the way.”
– Stephen Sinwell, CPA, Vice Chairman at Deloitte