The Ask My Advisor OS

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The Ask My Advisor OS

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We help advisors (accountants, attorneys, financial advisors, realtors) strengthen their relationships with their top clients while helping their (clients') vast networks get thru COVID by providing a simple Q&A app to ask questions & get answers.

11/07/2025

To the advisors* out there: Do you know the avg. advisor marketing spend in the US is, +$9,000/yr?

In the ballpark for you?

Advisors who are... accountants, attorneys, financial advisors, realtors and other advisors, together, spend more than $50B/yr. on their marketing/sales budgets.

The problem? Most of it is wasted on gimmicks that don't fix the real issue.

Let’s back up.

👑Referrals are king, bar none!
If you've been in a business a few years, if you're not 100% by referral, at least half of new clients should be coming from referrals, right?
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10/28/2025

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

B2C built markets.
B2B built industries.
Neither built trust.

There are 5.6M trusted advisors in the United States: accountants, attorneys, consultants, financial advisors, and realtors. None fit those models.

So we built the missing one.
B2A™ Business to Advisor.

B2A is how the trust-based advisor market works.
AskMyAdvisor® built the aOS™ (Advisor Operating System) that makes it work.

Want the advantage before the rest of the 5.6M catch on?
Be an early adopter.

Claim your free for life AdvisorOneLink™ (limited Founding Member links).

Just fill in your name:
askmyadvisor.pro/YOURNAMEHERE

👉 Comment Link or DM me for your private access.

P.S. Quick adopters can share the link with their advisor partners.

10/15/2025

For referrals, do you ever share your phone number or email?
🛑Stop that!

Of the 5.6M advisors* in the US, 99.9% do.

They hand out a phone number.
They give out an email address.

It feels normal.
It's how it's always been done!
But it kills referrals by causing delay.

Referrals don’t die from lack of desire.
They die from delay.
Delay is the #1 killer of referrals.
And nobody talks about it.

Here's how...
Client, advisor friends with a referral wonder...
“Who contacts who, first?”
“Which phone number do I share?”
"Can a non client ask a question?"

80% of the time this leads to...“I’ll get to it later.”
(aka delay)

BTW, later never (rarely) comes.

And once again, delay has won!

The fix is simple:
Stop sharing your phone number and email.

Instead...Give people a single path to you, no more, no less.

One direct path.

We call it an ODP™ (One Direct Path).

One link.
Umbrella to all (phone, email, you, plus...).
Always on.
Always clear.
In place to onboard referrals automatically.

If confusion kills, then clarity wins, right? Yes.

Remove the confusion, remove the delay.
That’s how referrals actually move.

We have the free 10 min. fix (one page PDF blueprint). Want it?
1. Like this post
2. Comment: ODP
I'll send it to you.

*Advisors who are accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors spend over $60B/yr. on marketing gimmicks, tricks, copy, etc. +95% of it, a waste when you remove the obstacles with an ODP™.

10/09/2025

Your best clients aren’t sending referrals.

Not because they don’t love you.
Not because they forgot.
Not because they’re too busy.

Because they don't know how.

Sounds funny, right? As an advisor, most say...

When a client has a referral of course they'll send them to me.

The real problem?

It's not about asking for them more.
It's not offering incentives 🤮
(BTW, the psychology of "why" people refer has 0 to do with either)

It's the fact there is confusion on the referral process.

Who contacts who, first? What phone number to share? WIll an email get lost in the inbox? What do they say? Can non clients even ask questions? The list goes on.

The common denominator with the above questions? Each one is adds delay.

The Real #1 killer of referrals? Delay.

This begs the question...
What happens when delay is removed?

Well, the 80% (see image) start referring. The 10% can refer more.

This changes everything.

We share the 10-minute fix (free) at stopreferraldelay DOT info

The best part? Of the 5.6M accountants, attorneys, financial advisors, realtors, and other trusted advisors in the US, only a few (our members) are doing this.

This is changing.

Are you an early adopter of tech and want more referrals? Get the free 10 minute fix at stopreferraldelay DOT info

P.S. Have an advisor buddy who needs to see this? Share it with them.

09/28/2025

Free for life, get your AdvisorOneLink™ the key to the AskMyAdvisor® OS.

09/21/2025

Red Hot Link RHL™

What is it? A hidden Gmail shortcut* opens up all your email subscriptions.

What’s unique? One click opens a list of all your email subscriptions.

This is not only helpful for unsubscribing.

I just found ones that I still wanted to see but have been missing.

How to access it? Here’s the Red Hot Link RHL™

🚨 Go to →
mail.google DOT com/mail/u/0/

P.S. Have 🔥 RHL link of your own? Post the link as a comment.

Thank you Matty McTech at solo DOT to/setupspawn for the share!
Matty McTech

09/17/2025

Advisors* lose referrals from 3 killers:
• Client confusion (who contacts how? What contact info to share? Etc.)
• Referral procrastination (I'll do it another time)
• Zero process (leave it to luck!)

Each leads to delay...
The #1 killer of referrals (BTW, #2 killer isn't even close)

Want to fix this in 10 minutes? Check this out about the avg. client...

90% say they’d refer. Only 10% do.

You read that right.

Polls consistently show that 90% of clients say they'd refer their accountant, attorney, financial advisor, realtor…

…but only 10% actually follow through.

What about the missing 80%?

The biggest killer of referrals isn’t bad service.
It’s confusion on how to refer. This causes delay.

Your clients don’t refer because:

– They want to but forget
– They mean to but don’t know how
– They get put on the spot… and freeze

It’s not intent that’s missing.
It’s having a simple path to do so. Advisors do not have a standard, yet.

The fix? Remove delay.

Have an ODP™ One Direct Path for all referrals to use. This sets a standard. Easy to remember, share and automates referral onboarding, all at once.

🟢 Want the free blueprint (one page PDF)?
DM me or comment “referrals” and I’ll send you a simple visual explainer. No pitch. Straight up DIY system you can turn on in the next 10 minutes. 0 downside, all upside. Don't miss this.

*Advisors who are accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors

08/20/2025

The #1 referral killer? Delay.
When clients want to refer someone to you, what happens?
❌ They hunt for your contact info
❌ They second-guess the best way to reach you
❌ They get busy and forget
❌ The referral dies

The solution: One Direct Path. ODP™
Give your top clients ONE link. ONE way to connect people to you. No confusion. No delay.

But it gets better. Your ONE link is by invitation, only available for your top 20% (clients/advisors) and their circles.
Per the 80/20 rule, they = 80% of your referrals and revenues.

Result? Referral bottleneck broken.

P.S. Want to see how this works? Message me or comment "ODP" and you can be an early adopter of our free for life AdvisorOneLink™ that looks like this askmyadvisor.pro/YOURNAME
Never share your phone number(s), email, etc. again. One link (your ODP) has it all.

07/29/2025

"You ever try to give someone a referral?"
It’s like passing a note in class, except...

Your friend doesn't know who to hand it to, and your teacher never gets it.

AskMyAdvisor® found the fix. It's easy.

Remove the confusion.
Hand ‘em one link. That’s it.
No confusion. No delay.

Put referral onboarding on autopilot.

Have you noticed lately there is a push for simplification?

That's this. Super simple. One link to remember.

We call it the ODP™ OneDirectPath

Stop losing referrals to delay. Make it easy.

07/18/2025

Referrals aren’t broken. You are.

Well, not you… but your system.

People want to refer you.
They just don’t know how. Or when. Or where.
So they don’t.

AskMyAdvisor® fixes that with one link.
No delay. No guessing. No lost opportunity.
Boom, referrals on autopilot.

Get out of your own way.
Simplify. Simplify. Simplify.

Grab the cheat code in my profile.

Address

2265 116th Avenue N. E
Bellevue, WA
98004

Website

https://www.askmyadvisor.ai/

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