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).

ATTN: Established (3+ yrs) accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors.

You agree that referrals are king, yes?
(If that is not an emphatic yes, skip this post.)

So why do “good referrals” die?
Not because people are lazy.

Because the handoff process to refer is a mess.
Email intro?
Phone number swap.
Who contacts who?
Advisor taking referrals?
Can non client ask a question?
Endless back and forth...

All of it is confusion wrapped in different ways.
 
Which leads the referral to...
Dead on arrival from one 🤬dirty word: delay.

The good news, we found the fix.
Fix: Have a standard for all referrals.

Have One Direct Path (ODP) for all referrals.
One path to you. One standard.
One link. One controlled flow.
One thing to remember instead of 10.

In an emergency, how many options are there? One.
You call 911. That's a standard.

Referrals should be no different, but they're are.

What happens with one direct path?
One link replaces the steps, questions and confusion that cause delay.

Fixing this one killer, what happens?
More referrals. Faster. Cleaner. No chasing.

Want the full One-Page PDF Blueprint based on this (image)?

Comment PDF and I will send it.
Just had coffee with Nate Short about this exact topic (I'll send PDF your way!)


P.S. Per this post, who is the first person who comes to mind? 
Using the toolbar to share makes it easy to send their way. 
Worse case, you let them know you're thinking of them. 
Better case, you help them remove this referral killer.

Founder, The AskMyAdvisor® OS. 🔐SOC 2 compliant software. Advisor built for Advisors. “Referrals are king. Delay is the killer. One link removes delay. That is all.”

𝐈𝐟 911 𝐰𝐨𝐫𝐤𝐞𝐝 𝐥𝐢𝐤𝐞 𝐚𝐝𝐯𝐢𝐬𝐨𝐫* 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬, people would die. Seriously.

𝐈𝐦𝐚𝐠𝐢𝐧𝐞 𝐭𝐡𝐢𝐬:
You have an emergency.

But instead of dialing 911, you have to:

→ Dig through contacts
→ Guess which number to call
→ Wonder who reaches out to who
→ Leave a voicemail
→ Hope someone responds

Absurd, right?

911 𝐰𝐨𝐫𝐤𝐬 𝐛𝐞𝐜𝐚𝐮𝐬𝐞 𝐢𝐭 𝐢𝐬 𝐚 𝐬𝐭𝐚𝐧𝐝𝐚𝐫𝐝.

One number.
No thinking.
No delay.
Lives saved.

𝐍𝐨𝐰 𝐥𝐨𝐨𝐤 𝐚𝐭 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬.
Client polls show 90% say they would refer their advisor.
But only 10% actually do.

That missing 80%?
They do not forget you.
They get stuck.

Confusion = delay.

𝐃𝐞𝐥𝐚𝐲 𝐤𝐢𝐥𝐥𝐬 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬.

No clear process.
No single path.
Too many options.
Too much friction.

𝐌𝐮𝐥𝐭𝐢𝐩𝐥𝐞 "𝐰𝐚𝐲𝐬 𝐭𝐨 𝐫𝐞𝐟𝐞𝐫" 𝐢𝐬 𝐧𝐨𝐭 𝐛𝐞𝐭𝐭𝐞𝐫.

It is worse.

Two paths split attention 50%.

Ten paths kill it completely.

We found the fix.

𝐖𝐞 𝐜𝐚𝐥𝐥 𝐢𝐭 𝐨𝐧𝐞 𝐝𝐢𝐫𝐞𝐜𝐭 𝐩𝐚𝐭𝐡 𝐎𝐃𝐏™

It is one standard.
One clear referral path.
Not two. Not ten. One.

𝐓𝐨 𝐫𝐞𝐟𝐞𝐫 𝐲𝐨𝐮:
Clients and advisor friends share one link.
Zip their lips.
That's it.

No confusion. No delay.

Standards create action.

Clarity converts.

𝐅𝐮𝐧 𝐟𝐚𝐜𝐭
Referral are King.
Advisors spend over $50B/yr. on sales and marketing.
Yet, still miss the king killer: Delay.

Remove delay with one direct path the game changes.

Not in weeks or months.

In about 10 minutes.

𝐓𝐨 𝐭𝐡𝐞 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐬 𝐭𝐡𝐚𝐭 𝐠𝐞𝐭 𝐢𝐭, 𝐫𝐞𝐬𝐞𝐫𝐯𝐞 𝐲𝐨𝐮𝐫 𝐟𝐫𝐞𝐞 𝐎𝐃𝐏™
DM me or comment below: "one link"


P.S. While reading this, who is that one advisor friend who came to mind?
Before sharing it, here’s what happens when you ping them...
𝐖𝐨𝐫𝐬𝐭 𝐜𝐚𝐬𝐞: you show you're thinking of them.
𝐁𝐞𝐭𝐭𝐞𝐫 𝐜𝐚𝐬𝐞: you help them.
𝐁𝐨𝐧𝐮𝐬: you’re the one who put the AskMyAdvisor® Method on their radar first.
Either way, it’s worth a ping.

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

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Most SaaS companies need days or weeks of work to earn one sales call.

Ads. Posts. DMs. Emails. Webinars.
Then the call.
Then maybe a customer.

We flipped that.

None of the above. 

Instead it’s one self serve path in 90 seconds.

First value lands at 37 seconds.

Steve Gordon  Bill Cates, Unlocking Exponential Growth  Pierre Herubel Wes Bush … a few simplifiers who understand this. 

We release in less than 72 hours.
Message me, or comment VIP to get on the early list.


P.S. Reserve your private AdvisorOneLink🔑 when you get on the list. Format is:
askmyadvisor.app/your-name
One link. No delay. More referrals.

The avg. COI (per person) is now 600+. This is a combo of Facebook, x, Instagram, LinkedIn, Substack;)

So think about this…
10 clients, advisors, friends of yours have a reach of 6,000
25 a reach of 15,000+

That’s there size of an arena!Birds of a feather flock together.

Moral of the story… if you want to replicate your top 10 client and advisor relationships? Get more intros/referrals from them.

Easiest path to do this. Standardize how referrals get to you. 

Like 911 is the standard for emergencies. Have one standard path all referrals reach you. 

Not two. Not 10. Just one. We call it one direct path.

Open article: Brian Ouellette (@askmyadvisor) by substack.com

It’s me, hi 👋🏻

I’m a B2B SaaS marketer with 8+ years of hands-on growth experience, turning smart strategy into measurable results. From brand marketing and inbound to account-based programs, I craft campaigns that connect brands to customers and move the pipeline.

I lead international teams with a mix of drive and empathy, aligning product, sales, content and customer success so plans turn into action.

Curious, practical and relentlessly solution-focused, I love a good challenge, and I believe the best ideas often start over coffee.

☕ Fancy a chat? Let’s swap ideas and see how we can shake things up.

Highlights
➝ Led global marketing projects across brand, content and digital channels
➝ Designed and scaled ABM and digital-selling strategies that deliver results
➝ Expert in budget optimisation, cross-functional collaboration and team growth

Laura Fornaroli

If you’re leading a beauty or cosmetic brand in 2026, this is the uncomfortable question you need to ask yourself: your customers are more informed than ever, is your team actually ready for them? 👀

Today’s customers don’t “discover” products in store anymore; they arrive already educated by TikTok, Instagram, professional reviews, influencers and digital content.

They compare, challenge and expect confident, expert answers, and in a fast-growing beauty and cosmetic market, this changes everything.

Growth looks great on paper, but when teams aren’t fully prepared, it quickly becomes fragile, leading to missed sales, weak or inconsistent recommendations, diluted brand storytelling and a #customerexperience that falls short of a premium promise.

This is where many beauty brands struggle, and it’s exactly what we’ll unpack during the next #MobieTalks 🎙️, on March 3rd, online.

Together with Kasper Heemskerk, International Education Director at Balmain Hair Couture, Jesse Bosselaar and Giulia Venerus from MobieTrain, we’ll share how Balmain Hair Couture built a modern digital academy to empower professionals across the Benelux region.

If you’re responsible for brand, growth, frontline training or customer experience in beauty and cosmetic retail, this is not a session you want to “catch up on later”.

👉🏻  Save your seat and join the conversation: https://lnkd.in/dbz78v5n #MobieTrain

Marketing Manager | Leading Marketing Strategy, Demand Generation & Brand Positioning | ABM, B2B SaaS & AI

Everyone shared their Wrapped in December. We didn’t.
Not because we forgot. But because some years deserve a second look 😌
And MobieTrain Wrapped ’25 is definitely one of them.

Looking back, one thing is clear: 2025 wasn’t just busy. It was impactful.

Behind every number, milestone, and highlight in this Wrapped, there’s a huge amount of work that doesn’t always show up on a slide or in a chart. And that’s where our Product and Customer Success teams truly shine 👏🏻

Building, improving, fixing, listening, rolling out updates, and supporting customers day after day, all while keeping the product moving forward. The kind of work that doesn’t always make it into a Wrapped… but absolutely makes the difference.

So here it is.
MobieTrain Wrapped ’25.

A little late, but very on brand 🧡🚀
Because great products and great teams are always worth celebrating.
Even in January #MobieTrain

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The Battle

Brian Ouellette

Laura Fornaroli

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The Battle

Brian Ouellette

Laura Fornaroli

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

Performance ScoreLaura Fornaroli's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreBrian Ouellette's LinkedIn Performance