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.

No alternative text description for this image

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

B2B company doing 6-7 figures/year? Want to know the secret of how to get 10+ high-ticket clients for every month? Read this 👇👇

I've helped 20+ B2B offers just like you supercharge their client acquisition funnel.

And that's everyone...

From 6-figure paid ads agencies for beauty clinics to 7-figure GTM agencies in the UK.

Now...

Because you're on my profile, there's 4 things I already know about you:

1. You're looking to scale your business
2. You know you need consistent leadflow
3. You don't want to risk your budget on uncertain strategies.
4. You want qualified, premium clients

I get it.

I had the same realizations not too long ago.

When I was first helping agencies,

90% of them either had a client acquisition bottleneck and/or wanted to generate more revenue.

Once I realized the current state of the digital agency market & the overpowered growth engine that top 1% agencies are using,

I transitioned to be a Growth Partner who helps agencies go from: 

Some inconsistent, low-quality leads to predictably generating high-volme of high quality leads (and in turn revenue.)

And now they're also saying:

"Booked 6 sales calls in one day"
"We're gonna have to pause, way too many leads"
"Our MRR 5x'ed in 60 days"

Why is this happening and what am I doing?

I'll show you my system - DM me "system" or go starbornai.com

Paolo Trivellato

It took us 100 days to turn a dead B2B SaaS on LinkedIn...

Into a funnel booking 5-10 demos/day 

In the first 100 days, we generated:
 → $48,668 in new MRR
 → 672 demo calls booked
 → Over 30,000 followers added across all accounts

This wasn’t a launch spike.

This was infrastructure.

Here’s exactly what we did.

When Prosp (an outreach tool) came to us, they had:
 → A solid product
 → No consistent inbound
 → Founder-led growth hitting a ceiling

The problem wasn’t the offer.

It was that nobody important was seeing it.

Step 1: Strategy before content

We didn’t “post more.”

We:
 → Mapped their exact ICP buying triggers
 → Identified what SaaS buyers already trusted on LinkedIn
 → Built a lead magnet designed to pre-qualify demos
 → Positioned the founder as the authority, not the tool

Step 2: Authority launch

We launched with content that:
 → Explained the problem better than competitors
 → Showed clear opinions, not generic SaaS advice
 → Directed attention into a single conversion path

No virality chasing.

Only relevance.

Step 3: Conversion system

Attention doesn’t pay the bills.

So we installed:
 → Comment-to-DM conversion flows
 → Qualification before calendar links
 → Pre-call proof to eliminate tire-kickers

Every conversation had context.
 
Every call had intent.

The results (first 100 days)
→ $48,668/month added
 → 672 demos booked
 → Consistent inbound from LinkedIn alone

And this isn’t a one-off.

We’ve used the same system to:
 → Launch Phantomwriter to $11,633/month in under 60 days
 → Help William Brown cash collect $580,000+ in a single month
 → Generate 12 meetings in one day for Eugenio Zabell with one post

The companies didn’t change.

The demand architecture did.

Want the exact system we use?

1. Connect with me
2. Comment “DEMAND”

I’ll send you the full breakdown.

Agencies & SaaS: Add $15,000-$50,000/mo in 90 days with a LinkedIn Inbound Funnel

One post we wrote added $5,000 in Monthly Recurring Revenue in 24 hours for a B2B SaaS.

Instead of spending months trying to crack LinkedIn content...

This B2B SaaS decided hire us, and we did it in one post.

The result? 

$5,000 in projected monthly recurring revenue added to his business within 24 hours.

But here's where it gets better:

We took that same post, repurposed it with a slight tweak, and it generated another 2,000 comments.

Combined results:
- Over 400,000 impressions
- Hundreds of high-quality leads
- Multiple closed deals from one piece of content

I just put together a document revealing the EXACT post it was, and the strategy behind it.

Comment "POST" and I'll send it over.

P.S - I'll only be sharing it for the first 24 hours.

$22.5K closed from one LinkedIn post.

No ads. No spam DMs. Just content.

Here's the problem most B2B founders face:

Your LinkedIn is active. Posts are going out. Meetings are booked.

But the pipeline quality is terrible.

Wrong buyers. Curiosity calls. Freelancers asking for "tips."

You're busy, not profitable.

Liam Sheridan had the same issue until we installed a simple inbound funnel on top of his content.

We didn't post more.

We built a system that makes the right people raise their hand, self-qualify, and close.

Here's what we changed:

→ Positioning that disqualifies non-ICP instantly
→ Content engineered to attract true buyers (not lurkers)
→ Comment-trigger mechanism that turns posts into qualified leads
→ DM qualification flow that protects the calendar
→ Sales call framework designed for high-ticket closes

Result: Liam closed a $22.5K deal organically.

I've documented the entire system in a breakdown doc:

- The 3 content pillars we used to filter buyers
- The exact DM flow (5 messages that qualify without pitching)
- Post templates you can copy
- The "decision asset" stack that creates trust
- Profile setup that converts like a landing page
- Complete content-to-close path

This is the same playbook we use to generate $15K-$50K/month from LinkedIn for founders and sales leaders.

Want the full breakdown?

1. Connect with me
2. Comment "22"

I'll send it over.

Become the #1 authority in your niche in 90 days.

(Using a LinkedIn Inbound Funnel)

We recently did this for an AI automation consultant.

When he came to us 90 days ago, nobody knew his name.

Nobody trusted him.

Nobody wanted to work with him.

Nobody believed he could actually deliver results.

So we implemented our signature LinkedIn Inbound Funnel, and guess what happened...

He went from:

✅ 1,000 to 28,000 followers
✅ Booked over 100 appointments for his agency offering
✅ Became the #1 fastest growing authority in his niche

(And he generated multiple five figures from the traffic)

I'll give you the full breakdown of our exact strategy so you can get similar results.

Just comment "AUTHORITY" and I'll send it over.

A GTM agency went from 0 to 5 qualified meetings, consistently every week.

Using ONLY LinkedIn lead magnets.

Most B2B agencies struggle with lead quality.

They get inquiries. Lots of them. But 90% are tire-kickers, unqualified, or just curious.

This agency specializes in cold email for B2B SaaS companies. They needed a system that attracted REAL buyers, not browsing window shoppers.

So we built them a lead magnet strategy that changed everything.

The result? 4-5 QUALIFIED appointments every single week. Not just any calls - these were decision-makers at B2B SaaS companies ready to improve their outbound.

I documented the entire process in a step-by-step breakdown:

- The exact lead magnet framework they used
- How they positioned it to attract only qualified prospects
- The LinkedIn distribution strategy that drove consistent results
- Real examples of posts that generated booked calls
- How they filter out unqualified leads before they waste time

This works especially well for agencies and consultants who are tired of unqualified leads clogging their pipeline.

Want the full breakdown?

Connect with me and comment "QUALIFIED"

I'll send it over.

One LinkedIn post landed me a $227M/year company as a client.

Here's the exact funnel we used to close the deal:

Most people treat LinkedIn like a megaphone.

They post. They hope. They pray someone DMs them.

That's not a funnel. That's gambling.

We engineered a system that turns a single post into qualified conversations with decision-makers.

The breakdown:

→ The Hook: A pattern interrupt that stops the scroll (not clickbait, genuine insight)
→ The Value Bomb: Actionable intel they can use immediately
→ The Soft CTA: An invitation to go deeper, not a hard sell
→ The DM Sequence: How we moved from comment to close in 4 messages
→ The Meeting Framework: The exact structure that got us a signed contract

This wasn't luck. It was architecture.

The same funnel has since generated:
- 49 qualified calls in 10 days for a B2B client
- 3 five-figure deals for a consulting firm
- Consistent pipeline without cold outreach

I've mapped out the entire funnel step-by-step.

Every template. Every message. Every transition point.

If you're posting content but not closing deals, this is the missing piece.

Comment "227" and connect with me

I'll send you the full breakdown.

I'm building a team of content killers.

Here's what I need:

- Real ghostwriting experience (not theory)
- Fast learner who can execute
- Sharp thinker (110+ IQ minimum)

I'll provide full training on our exact system.

The one we use to book 25-30 calls per month for clients.

But I need people who can move quickly and deliver results.

If you've ghostwritten for actual clients before and want to join a team that's scaling fast...

DM me or tag someone in the comments that would be a good fit!

LinkedIn completely changed in the past 6 months and it's over for you if you haven't noticed

Everyone's still posting the same corporate slop wondering why their reach dropped 90%

Meanwhile guys who understand the new game are printing distribution

Here's what's actually working:

The founder-led content shift (corporate pages are dead)

Growing a company page from scratch is damn near impossible now

Nobody wants to follow some sterile corporate account posting HR speak

People follow people.

Look at Adam Robinson - 140k followers, turned that into $6M ARR for RB2B in a few months

That distribution is impossible to replicate with ads or cold outreach

If you're building from scratch, skip the company page entirely

Put 100% into your personal account, 3-5x per week minimum

Don't even touch the corporate page until you're nailing personal content

The content ecosystem play (this is how you scale past the algorithm ceiling)

LinkedIn is capacity constrained - you hit diminishing returns after 1 post/day

You can't just spam 20 posts like X and keep getting linear results

So smart founders aren't running one account, they're running 3-5+

Your founding team, key employees, all posting coordinated content

This creates the illusion you're everywhere on the timeline without overwhelming any single audience

Here's the progression:

- Months 1-3: One founder posting consistently
- Months 4-6: Layer in 2-3 co-founders
- Month 7+: Incentivize junior employees to start posting

Some companies literally pay $500 bonuses for hitting posting cadence

With AI flooding the timeline, you need ways to certify content as human and real

If you have an office, treat it like a film set:

- Proper lighting setup
- Branded elements (Pylon painted their SF office purple)
- Designated person capturing B-roll daily
- Behind-the-scenes footage library

Posts with relevant media (video/photo) consistently outperform text-only now

This isn't optional anymore - it's the difference mbetween looking AI-generated and authentic

Content shelf life is up (algorithm showing week-old posts now)

Half your feed is content from days or weeks ago

LinkedIn tweaked the algorithm to extend shelf life and reduce the content treadmill

This means:

- Evergreen topics > trendjacking
- Your posts get second/third life weeks later
 -Current events posts die fast when resurfaced

Balance your content - trendjacking gets attention but evergreen content has staying power

If someone sees your "breaking news" post a week later, it's dead weight

ChatGPT and Claude can pump out "pretty okay" LinkedIn posts in 10 seconds

The timeline is flooded with generic AI garbage that reads fine but has zero substance

What AI cannot replicate:

- Your specific metrics and outcomes
- Personal anecdotes only you can share
- Your actual writing voice and personality
- Personal interests that humanize you

The game COMPLETELY shifted.

Most B2B teams are paying $60–$120 CPM to fill webinars.

Meanwhile LinkedIn organic allows you to capture 1,000s of registrants for $0

Here's why the gap keeps widening:

Paid ads = renting cold attention
- $60–$120 CPM
- $20–$40 per registration
- 30–40% show-up rate
- Fatigue before the event even runs

Organic content = earned attention
- 50k–200k impressions, $0 spend
- Higher intent registrations
- Better show-up rates
- Trust already exists before the ask

Webinars have a trust timing problem (not a trafficp roblem)

Paid asks for attention before trust exists, but organic builds trust before the ask.

That's why organic wins on:
→ Cost per attendee
→ Show-up rate
→ Post-webinar call quality

Most teams default to paid because it feels measurable.

But CPMs are telling you the truth...

Organic LinkedIn is mispriced right now.

If you're filling webinars with ads, you're playing the MOST expensive version of the game.

taplio

The Battle

Brian Ouellette

Paolo Trivellato

Followers

Posts

Engagements

Likes

Performance ScoreBrian Ouellette's LinkedIn Performance

Performance ScorePaolo Trivellato's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Brian Ouellette

Paolo Trivellato

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 ScorePaolo Trivellato's LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreBrian Ouellette's LinkedIn Performance