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

My marketing career in 28 sentences:

1. Quit job at Sam's Club to start an eComm business

2. Borrow $40k from my dad

3. Lose $35k in the first four months

4. Realize you suck at marketing

5. Spend $4k+ on useless marketing courses and masterminds

6. Use your last $300 to buy Breakthrough Advertising (yes, it cost $300 in 2013)

7. Read the book three times in 2 weeks

8. Make $200k in 6 months

9. PayPal shuts down your account and keeps half the money for another six months

10. Quit eCommerce and spend a year reading, thinking, and writing

11. Start freelancing and get fired from your first client

12. Double down on consulting and double your rates

13. Get three retainers and feel on top of the world

14. Blow up your retainers by taking on too much work

15. Get so stressed you get shingles at 26 years old

16. Take a month off to heal

17. Get hired as a full-time content marketer at an agency

18. Spend a year and a half learning the ropes of content marketing

19. Start a content marketing consulting business on the side

20. Get so busy you have to quit your agency job

21. Marketing starts to make sense

22. Close a 6-figure content marketing deal with a big brand

23. Rethink everything you knew about marketing

24. Design a "unified theory" of marketing and put it together into a 20,000-word PDF

25. Get better results for clients and yourself

26. Post about your experiences on Twitter and LinkedIn

27. Build a following of people who are interested in what you're doing

28. Learn to deal with haters and trolls

---

Want a content engine that converts right off the bat and positions your brand for the long term?

Shoot me a DM.

Josue Valles

Founder at The-Flyer-1™

The best creative work doesn't come from staring at a blank page. It comes from staring at two different things and finding the connection between them. It comes through curation, synthesis, and lateral thinking.

Subscribe for weekly frameworks 👇

https://curationlabs.substack.com/

I build curated assets that last.

If you're a founder or C-level exec looking to build your personal brand, I can help you build a curated library of assets that'll help you grow fast without sacrificing quality.

If you're a consultant or agency who wants to incorporate curation into their marketing arsenal, I offer a 12-week workshop where I guide you through my entire process.

Want to learn more?

Send me a DM.

The best book on creativity I've ever read is 48 pages long, was written in 1939 by an ad man who left school in 6th grade, and takes about 30 minutes to read. Here's his entire method:

The book is "A Technique for Producing Ideas" by James Webb Young. 

Young wasn't an academic...he was a copywriter at J. Walter Thompson who created one of the most controversial ads in history (a 1919 deodorant ad so blunt that 200 women cancelled their magazine subscriptions and female copywriters told him he'd insulted every woman in America. Sales went up 112%.)

Here's the method:

Step 1: Gather raw material (both specific and general).

Young says the quality of your ideas is directly tied to the quantity and diversity of what you feed your brain. 

* Specific material is research about the actual problem. 
* General material is everything else: history, psychology, random conversations, unrelated industries. 

The more pieces you have, the more combinations are possible.

Step 2: Mentally chew the material.

Take the facts and turn them over. Look at them from different angles. Try fitting pieces together like a puzzle. Young says most people quit here because it's uncomfortable...you're holding a bunch of disconnected information and nothing clicks yet. That discomfort is the process working, not failing.

Step 3: Drop it completely.

Stop thinking about the problem. Go for a walk. Watch a movie. Sleep. Your subconscious is still connecting the pieces even when your conscious mind has moved on.

Step 4: The idea shows up on its own.

Young says it'll come to you "while shaving, or bathing, or most often when you are half awake in the morning." This only works if you did steps 1-3 honestly. If you skipped the research or rushed the chewing, nothing shows up in the shower.

Step 5: Test it against reality.

Take your idea to other people. Let them poke holes in it. Young says most people are so attached to the flash of insight from step 4 that they skip this entirely, and the idea dies on contact with the real world. Good ideas survive criticism, but great ideas get better from it.

The underlying principle is simple: 

An idea is nothing more than a new combination of existing elements. 

You can't combine things you haven't collected, and you can't connect dots you've never seen.

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The Battle

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