Brian Ouellette

9:07 AM Tuesday. Two advisors. Same message from a top client: “Told a friend about you.” One had an ODP™ link. One did not. 1:18 PM Friday. One closed dream client. The other? Crickets. Why’d one win?👇Click below

"The best clients come from referrals, there is no exception."

Brian Ouellette, a University of Washington graduate, began his career on the Chicago Board of Trade (CBOT) as a runner before returning to Seattle to build his private client practice at PaineWebber. In 2000, he became the Market Commentator for Q13 FOX News This Morning, reporting live daily for over 3 ½ years and making more than 3,000 live TV appearances during one of the most significant boom-and-bust cycles in stock market history.

In 2004, he sold his book of business and founded Shoewallet Active Gear, a product featured on NBC's Today Show, CNN, NY1, and over 250 radio stations, as well as in publications like Shape and Runner's World. Shoewallet produced private label versions for Boeing, the Department of Defense, Skechers, and more across the U.S. and Canada.

In 2010, after reading Sports Illustrated’s "How & Why Athletes Go Broke," Brian recognized the urgent need for athletes to have better advisors. This led him to create Pro Athlete Direct™, an education-based marketing service for advisors to help athletes manage their finances, taxes, legal matters, and real estate needs. His experience helped him develop a system that allowed advisors to build strong connections with sports agents and their athlete clients, guiding them in making strategic financial decisions.

Brian has coached a range of trusted advisors across the U.S. and internationally, including former pro athletes, Barron's Top 100 advisors, Forbes Top Wealth Advisors, and top-producing realtors.

After over 20,000 hours of coaching and R&D, the AskMyAdvisor® referral app was born. This software provides trusted advisors—financial advisors, attorneys, realtors—with a simple way for their top clients to connect them with the people in their lives, making recurring referrals effortless.

“Let’s get straight to the point. After a career as a financial advisor and a coach to the industry’s best, I turned to software for one reason: I discovered how to increase referrals by 800%. The secret? Strip away the complexities that kill referrals. Focus on one thing—a single, exclusive pathway for referrals, accessible only by the top 20% of your client and COI relationships. This approach isn’t just a shift from the old way; it’s revolutionary. And it led directly to the creation of the AskMyAdvisor® Method & OS. Once you see it, you won’t just use it—you’ll wonder how you ever managed without it.” – Brian Ouellette

Learn more at tip.askmyadvisor.co/webinar

Founder

After 10 years & +20,000 hours of R&D, we have built the first Q&A app for you (accountants, attorneys, financial advisors, realtors) to share with your top 25 clients to strengthen those relationships & tap into new ones, quickly. 

How does it work? AskMyAdvisor Referral Method Software provides client-facing accountants, attorneys, financial advisors, realtors, venture capitalists, and other trusted advisors with a frictionless method of retaining and growing their best clients. By using the software, they can avoid tech overwhelm, resulting in 5-10 times more referrals on a recurring basis, while working only with clients they love.

It's a simple solution to the problem, "Oh, you've got to call my guy!" Or,  "My financial advisor's great, email her." 

Instead you just share your dedicated URL (format follows: askmyadvisor.app/YOURNAMEOFCHOICE) as a dedicated channel to Q&A where your top clients & the people in their lives can easily ask their questions, get second opinions, etc. 

Members also receive the Phone App (for instant notifications allowing our members to reply to questions within minutes) & get access to The Network. 

This is our private community of our advisor members, who are elite accountants, attorneys, financial advisors, realtors from the US & abroad, to come together. 

This is a private think tank.

Think of it as a Facebook Group  on steroids (BTW, it's our community built from the ground up, so no FB login).

America made 911 a standard in 1968. That standard has changed lives. Advisor referrals? Still running like it's 1967.

Founder, AskMyAdvisor®. 90% of clients would refer their advisor. 80% still don’t. One link. Bottleneck gone.

View newsletter: The AskMyAdvisor Newsletter

Picture this. A building is in flames, and someone is still figuring out who to contact. Referrals shouldn’t work this way, but they do. The building 

Open article: 🚨 If 911 Emergency Calls Worked Like Advisor* Referrals, People Would Die by Brian Ouellette • 5 min read

🚨 If 911 Emergency Calls Worked Like Advisor* Referrals, People Would Die

+5.6M US advisors* accept the complexity of intros (aka referrals) as normal. It's not. Nor it is complicated.

Ask yourself this... Why is a referral ever needed? 

Someone has a question (tax, legal, financial, real estate).
Advisors are experts who can answer. That's it.

Advisors spend +$50B/yr. (avg. of $9k per advisor) putting lipstick on a pig with marketing/sales hacks, tips, etc. 

A few are doing this...
Make it simpler to ask them questions.

That is all.
*Advisors who are accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors.

𝐓𝐡𝐞 𝐓𝐡𝐫𝐞𝐞 𝐕𝐢𝐥𝐥𝐚𝐢𝐧𝐬 𝐨𝐟 𝐑𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬:
𝐓𝐡𝐞 𝐀𝐬𝐤 "The greatest gift you can give me is ten referrals..."
𝐓𝐡𝐞 𝐁𝐫𝐢𝐛𝐞 "Send three referrals that become clients, get your choice of toaster ovens"
𝐓𝐡𝐞 𝐌𝐢𝐧𝐠𝐥𝐞 Networking events where everyone pretends to like each other

𝐀𝐬 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐬, 𝐰𝐞 𝐰𝐞𝐫𝐞 𝐭𝐚𝐮𝐠𝐡𝐭 𝐭𝐡𝐫𝐞𝐞 𝐭𝐡𝐢𝐧𝐠𝐬 𝐚𝐛𝐨𝐮𝐭 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬.
𝐓𝐡𝐞 𝐀𝐬𝐤. "The greatest gift you can give me is ten referrals..." 
(Said to the client who already pays you.)

𝐓𝐡𝐞 𝐁𝐫𝐢𝐛𝐞. "Send three referrals that become clients, get your choice of toaster ovens." 
(No joke. These were real.)

𝐓𝐡𝐞 𝐌𝐢𝐧𝐠𝐥𝐞. Networking events where everyone pretends to enjoy standing in a hotel ballroom eating cold shrimp and exchanging cards they'll never look at again.

𝐍𝐨𝐧𝐞 𝐨𝐟 𝐢𝐭 𝐰𝐨𝐫𝐤𝐬.
Ok. That's dramatic. It sometimes works.

And because it sometimes works, over 5.6M accountants, attorneys, financial advisors, realtors, and trusted advisors in the US... accept it.

𝐁𝐮𝐭 𝐡𝐞𝐫𝐞 𝐢𝐬 𝐰𝐡𝐚𝐭 𝐚𝐜𝐭𝐮𝐚𝐥𝐥𝐲 𝐡𝐚𝐩𝐩𝐞𝐧𝐬 𝐰𝐡𝐞𝐧 𝐚 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥 𝐰𝐨𝐫𝐤𝐬.
Two people are talking. One (referral) has a question. 

The other knows someone (advisor) who can answer it.

That's it. That's a referral.

It was never about you asking. It was always about them having a question.

Stop asking. Stop bribing. Stop mingling.

Start making it easy for the question to reach you.

We have a simple one page blueprint. 
For the ones who want a clearer picture what I am talking about. And how to fix it, while the other 5.6M advisors stay satisfied with sometimes.

Enter the secret password in the comments below:
𝐁𝐥𝐮𝐞𝐩𝐫𝐢𝐧𝐭

Most companies don’t break when growth slows.
They break when growth works.

Revenue increases. Teams grow. Budgets scale.
And suddenly everything gets harder, not easier.

At Harucon, we step in at that moment.

We work with e commerce brands, SaaS companies, and consumer businesses that already have traction, demand, and momentum. From the outside, they look successful. Inside, margins are tightening, complexity is compounding, and every growth step creates more pressure.

This is not a marketing problem.
It’s a system problem.

We don’t advise.
We don’t run campaigns.
We buy in.

Harucon takes equity and operates from within the business. Our role is to rebuild the company as one connected economic system where growth improves margins instead of destroying them.

We focus on what most teams avoid looking at closely.
Unit economics that quietly deteriorate at scale.
Operational structures that leak profit.
Decision making based on intuition instead of signal.
Growth that looks impressive but cannot survive pressure.

Our work is not about acceleration.
It’s about control.

Control over marketing efficiency.
Control over costs and cash flow.
Control over scalability.
Control over exit readiness.

The outcome is a business that grows without constant escalation.
One that becomes simpler as it gets bigger.
One that can be scaled, optimized, and eventually sold with confidence.

Buy and build.
Equity aligned.
Execution focused.

If growth feels heavier every quarter, something in the system is wrong.
That’s where our work starts.

Cem Atik

RIP manual product feed optimization.

Sonnet 4.6 just made Google Merchant Center 10x easier.

Most ecom brands are still:
- Writing generic product titles that kill CTR
- Guessing at attributes that affect quality scores
- Watching CPCs climb with no idea why

I spent 3 months testing a different approach.

The results:
→ 100% increase in clicks
→ 35% CTR improvement
→ Quality scores that finally made sense
→ CPCs dropped without touching bids

Tested across multiple 7-figure stores.

Across multiple product categories.

And it worked every single time.

The secret isn't the AI.

It's knowing exactly how to prompt it for feed data.

I documented the whole process:
- Exact prompts for product titles
- Feed templates optimized for conversion
- Before/after examples with real numbers

Want it?

1. Connect with me
2. Comment "PROMPT"

I'll send it to your DMs today.

PS - Repost for priority access to the full guide.

€2B+ Revenue. Exit Ready by Design. We Build What Buyers Want.

R.I.P Google Ads Margins.

AI Max just broke them.

Most brands are still setting it up like a normal Search campaign.

That's why they're bleeding budget.

Wasted spend. Collapsed margins. PMax cannibalization.

Here's the truth nobody wants to say out loud:

The campaign wasn't the problem.

The setup was.

AI Max fixes that, but not the way most advertisers use it.

Not as a smarter Search campaign.

As an intent-based revenue engine.

Here's what the AI Max Scaling Framework actually does:

→ Targets user intent instead of keywords
→ Setup configurations that eliminate wasted spend from day one
→ Brand exclusions and URL rules that keep you in full control
→ Weekly optimization routine that protects ROI as you scale
→ Exact scaling triggers so you never increase spend blindly
→ Identifies the number one mistake killing AI Max performance right now

The old way:
Launch → Overspend → Panic → Turn Off → Miss Revenue

The new way:
Structure → Control → Scale → Protect Margins → Win

We tested this across multiple 7-figure eCommerce accounts.

Real numbers. No inflating:

→ $2.3M generated using this exact framework
→ Margins protected
→ Zero PMax cannibalization
→ AI Max outperforming standard Search
→ Full control over traffic without sacrificing AI optimization

While everyone else is burning budget on default settings

This framework works with Google's AI instead of against it.

Want the AI Max Scaling Framework?

Comment "MAX" below.

I'll send it straight to your DMs.

PS - Repost and I'll include the exact setup configurations we use across every 7-figure account.

R.I.P Wasted Google Ads Spend.

Claude Sonnet 4.6 just ended it.

Most advertisers are still guessing their way through Google Ads.

That's why they plateau.

Burned budgets. Collapsed ROAS. Zero scalable structure.

Sonnet 4.6 changes the game when you use it properly.

Not as a campaign builder.

As a $2B-tested growth system.

Here's what the Google Ads OS actually includes:

1. Claude Sonnet 4.6 CTR strategy
2. How to scale while protecting ROAS
3. Complete Google Shopping build
4. Merchant Center CPC and feed optimization guide
5. Account structures built for clean data
6. Weekly optimization routines
7. Negative keyword and search query control
8. Creative and landing page CVR lift strategies
9. PMax strategies built specifically for 2026
10. AI Max frameworks from live 7-figure accounts
11. 2026 feed optimization systems updated this month

Instead of: Launch → Guess → Burn → Pause
You get: Structure → Test → Scale → Protect

Just updated with 15 new 2026 resources.

These are the exact frameworks behind $2B+ in Google Ads revenue.

Results from accounts running this system:

→ ROAS protected while scaling spend aggressively
→ Feed optimization driving 35%+ CTR improvements
→ AI Max outperforming standard Search consistently
→ PMax structured for control, not just volume
→ Weekly routines that compound performance month over month

Want the complete Google Ads OS?

Comment "OS" below.

I'll send you access straight to your DMs.

PS - Repost and I'll include the AI Max framework we used to generate $2.3M last month.

This AI Ad Software is trained on $2B+ revenue generated.

And I'm giving it away for FREE ↓

The AI:
✅ Audits your ads in seconds
✅ Identifies what's killing performance
✅ Fixes your copy in real time
✅ Rewrites headlines that convert
✅ Optimizes CTAs on the spot

ALL in one conversation.

Based on frameworks that I have personally built, and used to generated over $2B+ with performance marketing.

Built using Claude.

Want it?

1. Connect with me
2. Comment "AUDIT"

I'll send it directly.

P.S. - This is what we use before taking on any client. Not theory.

€2.4B+ Revenue. Exit Ready by Design. We Build What Buyers Want.

R.I.P generic product pages

One of our clients went from 1.4% to 3.8% conversion in 12 days.

Your ads are bleeding budget.

But the problem isn't your traffic.

Most brands obsess over ad creative and targeting while their product page quietly kills every conversion opportunity.

Cold visitors don't browse. They evaluate risk.

And if your page doesn't guide them from curiosity to confidence in seconds, they're gone.

I just created The Product Page Conversion Blueprint.

This is the exact structure we use to turn cold traffic into buyers without relying on brand recognition.

Inside you'll find:

→ The above-the-fold formula that decides if your page lives or dies
→ How to structure benefits so cold traffic actually cares
→ Proof placement that builds trust before asking for the sale
→ The objection handling framework that stops cart abandonment
→ Mobile optimization checks that most brands completely miss

This isn't about copywriting tricks.

It's about decision architecture.

A strong product page makes your traffic work harder. A weak one punishes every euro you spend on ads.

One of our clients restructured their page using this blueprint and saw conversion rate jump from 1.4% to 3.8% in 12 days. Same traffic. Same offer.

Want the full blueprint?

Connect with me and comment "PAGE"

I'll send it over.

STOP tracking ROAS in your ads.

We made $1.2M without looking at it once.

I know. Sounds insane.

But ROAS is a symptom metric.

It tells you something happened.

It doesn't tell you WHY.

Or whether you're actually profitable.

Here's what 99% of D2C founders miss:

→ MER (Marketing Efficiency Ratio)
→ CAC vs LTV ratios that don't lie
→ CM1, CM2, CM3 contribution margins
→ Payback period (this one alone changes everything)
→ EBITA % targets for real, sustainable scale

Our clients using this dashboard:

- Cut wasteful spend by 40%
- Found hidden profit leaks draining thousands per month
- Built investor-ready reporting in days
- Scaled without guessing what was working

Most brands plateau or crash because they're flying blind with the wrong number.

You don't have to.

Want the full KPI dashboard template?

1. Connect with me
2. Comment "KPI"

PS — Repost and I'll send it to you first.

“Another webinar? I’ve seen a hundred of those.”

I get it.

Most webinars are 45 minutes of fluff followed by a 30-minute pitch.

This isn’t that.

Here’s what’s NOT happening on Feb 26th:

- No 20-minute intro about my life story
- No vague “mindset” advice
- No bait-and-switch where the real stuff is behind a paywall
- No 45-minute pitch at the end

Here’s what IS happening:

→ A real case study with real numbers, you’ll see the actual dashboards
→ The scaling framework we use with every client
→ Actionable takeaways you can implement the next morning
→ Live Q&A where I answer your specific questions

I’m not doing this to sell you something.

I’m doing this because I want every serious E-Com operator to see what’s possible when you get the fundamentals right.

February 26th. Free. Live.

Comment "WEB" and I’ll DM you the link.

taplio

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The Battle

Brian Ouellette

Cem Atik

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Brian Ouellette's LinkedIn Performance

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