The SaaS FinTech company AskMyAdvisor today announced the official launch of a new disruptive App that automatically sends client referrals to their advisors. This App is exclusively available for advisors who are accountants, attorneys, financial advisors or realtors. The development of the App represents more than 20,000+ hours of R&D.
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According to Brian Ouellette, CEO/Founder of AskMyAdvisor™ (a retired financial advisor and coach of elite advisors), “The problem we’re solving has to do with the fact that, statistically, only about 10% of advisors¹ consistently ask for referrals. Yet, as we know, referrals are the life blood of a successful advisory practice.
How can you fix this and add more referrals than you know what to do with? “It’s simple. Enable advisors to engage in targeted Q&A with their top clients and their clients’ vast network of connections.”
As Ouellette explained, between family, friends, social media, the average person now is connected to 600+ people. This means that 10 to 25 clients are connected to 6,000 to 15,000+ people. This reach is so massive, the possibility to never market outside of one’s top 25 clients becomes possible.
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Brian notes, “Who most closely resembles these clients? Yep, their network.”
Ouellette added, “With a push of a button, the App generates an online landing page for Q&A with the expert…The advisor (click for a demo). The Q&A App instantly identifies a PROBLEM (the question) and allows the advisor to reply with a SOLUTION (the answer). This strengthens current relationships. For referrals it creates an incredible foundation from the start. This becomes a game changer.”
This Q&A approach can instantly trigger a seamless conversation with clients and their network of connections. It opens up new possibilities to uncover additional client needs and help the people they know who have questions, need for a second opinion, or a need for advisor services.
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