Advisors, You’re Getting Blindsided by the #1 Referral Killer You Don’t Even Know Exists

This silent assassin operates inside every trusted advisor’s business, yet almost no one sees it. Watch the video. Then click the blue button.

Reveal the #1 Referral Killer
 

The #1 Killer of Referrals is Delays.

The 9010 Factor: Baseline of the AskMyAdvisor® OS

What is it? Client polls report that 90% of clients say they'd refer their advisor, yet only around 10% do. 

 

The reason that 80% do not is that referral onboarding is not intuitive, simple, and straightforward. This causes confusion, confusion causes delays.

How the P3

Works and Why the AskMyAdvisor® Method Keeps Advisors in One of the Three Channels

The P3 Framework is the foundation of how referrals happen and how the AskMyAdvisor Method ensures advisors are always positioned for success. Every advisor is always in one of three channels, and understanding these channels is the key to unlocking consistent, high-quality referrals.

Product Description

AskMyAdvisor® is the first always-on referral and client onboarding OS for trusted advisors. It provides private, invitation-only access for top 20% clients and COI advisors using OneAdvisorLink™ technology, eliminating friction in referrals and creating direct, high-value client relationships 24/7.

This is not just a referral tool—it’s an automated client-building system that runs without the need for manual outreach.

How Does Your Business Work?

  • Trusted advisors (accountants, attorneys, consultants, financial advisors, and realtors) activate the AskMyAdvisor® OS in 10 minutes.
  • They invite their top 20% clients and COI advisors to an exclusive, private channel using OneAdvisorLink™.
  • Clients and advisors can ask questions, request services, or refer seamlessly—removing delays and increasing high-quality introductions.
  • No more chasing referrals. The system automates referral onboarding and client discovery, ensuring same-day referrals without asking.

Target Audience

  • Trusted advisors: Accountants, attorneys, consultants, financial advisors, realtors, and other high-value professionals who depend on referrals.
  • Accredited investors seeking high-impact client acquisition without traditional sales efforts.
  • Ideal for professionals who value exclusivity, efficiency, and automation in their business.

Product Features

✅ OneAdvisorLink™ Technology – A single, private path for top 20% clients and advisors to connect, ask questions, and refer instantly.
✅ 24/7/365 Automated Client Discovery – Referral onboarding happens in real time, without manual requests.
✅ Compliance-Ready & Confidential – Meets U.S. securities and professional compliance standards.
✅ No Opt-ins, No Funnels, No Cold Outreach – Eliminates traditional marketing complexities.
✅ Limited Access for Top Advisors – Invite-only access ensures high engagement and exclusivity.

Monetization

Simple, transparent pricing:
💰 DFY Model: One-time commitment fee + monthly subscription
💰 DIY Model: Free access for self-implementation