Brian Ouellette

AskMyAdvisor®

The AskMyAdvisor® OS, built exclusively for established accountants, attorneys, consultants, financial advisors, realtors and other trusted advisors, automates the referral onboarding process with OneAdvisorLink™.

Founder

🎙The AskMyAdvisor® Show

Podcast Host

ProAthleteDirect™

Founder at ProAthleteDirect | Helping Professional Athletes Achieve Financial Stability

ProAthleteDirect was born after an NBA sports agent buddy shared a pivotal Sports Illustrated article titled "How & Why Athletes Go Broke." 

The article revealed that up to 80% of professional athletes face severe financial difficulties within 2 to 5 years of retirement.

As a retired financial advisor with experience at PaineWebber, UBS, and Oppenheimer & Co., I was deeply moved by these statistics. 

Moved by the severe gap in this industry, I invested 30 days in intensive research and development before founding ProAthleteDirect.

Our mission is to connect accredited investor clients with top-tier advisors, including accountants, attorneys, financial advisors, and realtors, to address and prevent what Sports Illustrated described as a "financial pandemic." Clearly, existing advisory services were failing many athletes, and ProAthleteDirect is committed to reversing this trend by providing the financial guidance and support athletes need to secure their futures.

Shoewallet Active Gear LLC

Our primary business is manufacturing private label shoewallets for brands (corporate, non-profit, military) & events (running, walking, trade-shows, product launches, etc.) like the Boston Marathon, Race for the Cure. 

Private label customers include: The Department of Defense (DOD), Skechers, Southwest Airlines, UCLA, Virginia Tech, Dunkin' Donuts, The United States Air Force (USAF), Susan G. Komen Foundation, and 100's of others of brands around the US & Canada.

We sell direct to the end users only (no distributors).  

We also offer the retail Shoewallet™ for $11.99 at shoewallet.com and Amazon. 

With our streamlined platform, we are able to offer our high profile promotional product, giveaway or point of purchase item to end users looking to expand their brand, message or product launch.

Each Shoewallet is packed with a Free ID card as a stand for our Safer Roads & Trails Campaign, Be Smart. Be Safe. Carry ID.™  This enables brands to stand for something for the greater good--personal safety (statistics show that over 75% of runners, walkers, traveler carry 0 ID when they leave their house, apartment or hotel) when providing this promotional product, giveaway or point of purchase item.  

We are always interested in discussing joint partnership opportunities, ideas or quote requests.  Contact Brian Ouellette direct or email custom@shoewallet.com.

MIT Enterprise Forum of the Northwest

MIT Enterprise Forum is the global voice of entrepreneurship, affiliated with MIT NS headquartered with MIT Technology Review in Cambridge, Massachusetts.

On a local level, MIT Enterprise Forum Northwest produces events to connect, inspire and educate our region's entrepreneurs, business leaders, angel investors, venture capitalists, MIT alumni, researchers and technology enthusiasts.

Board Member

Oppenheimer & Co. Inc.

He worked within the private client group & with the alternative investment group of OPCO with clients throughout 9 US states.

Private Client Financial Advisor

KCPQ-TV Q13 FOX

While a financial advisor, Brian was the Money Guy, providing live market updates 2 to +5 times a day from the studio built inside his Oppenheimer & Co. office.  

Brian is credited with over 3,000 live TV appearances to the 12 largest media market in the US. He appeared daily from Seattle to as far as Washington DC.

Market Commentator on FOX NEWS This Morning

Worked with the syndicate group and the private client group with clients throughout 9 US states.

Rodman & Renshaw

Commodity trader runner, Chicago Board of Trade (CBOT)

Tequila Roadhouse

Bouncer

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, without exception."

Brian Ouellette, a University of Washington graduate, began his career at the Chicago Board of Trade (CBOT) before returning to Seattle to build his private client practice. 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 appearances during one of the most significant boom-and-bust cycles in stock market history.

In 2004, he sold his financial 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 global brands such as Boeing, the Department of Defense, Skechers, and more across the U.S. and Canada.

In 2010, after a conversation with an NBA sports agent and 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 that connected trusted advisors with sports agents 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

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).

“Referrals beat every path to new clients combined. There is no exception.” 

Advisors who are accountants, attorneys, consultants, financial advisors, realtors and other trusted advisors all have different areas of expertise, but…

They all want more relationships with each other. Why? It’s obvious… they want to increase their COI reach to be referred and refer. 

This is the core path to adding clients (we’ve formalized this process as the AskMyAdvisor® Advisor to Advisor Connect). 

But… There’s a big issue in doing this. It’s causing a bottleneck in advisor COI building that 5.6M US advisors all (99%) miss. Can you guess what it is?

To help set the stage… 
As we coach with our 9010 Factor (90% of clients would refer, only 10% do)…

Per the 9010 factor… The #1 reason 80% of clients are not referring comes down to that that dirty 🤬D word… Delay. 

The #1 killer of referrals is delay (2nd place isn’t even close, yet 5.6M are unaware of this and are still trying to fix the wrong thing at +$9k/yr on avg per advisor. Ok, rant over…)

Guess what? That dirty🤬 d word easily blocks 80% of advisor to advisor referrals just the same. Why?

Whether a client or advisor…
If it’s not intuitive, simple and quick to refer you, delay creeps in. This delays good referrals weeks, months all the way to never. Delay is the killer. 

I talk about in this vid. The good news is it’s easy to fix. I share the 10 min blueprint fix (diy or dfy, grab blueprint in my LI bio or message me if we’re LI buds). 
 
BTW… To the advisors we help learn this delay fix early… you’re going to crush your competition still rolling around in a horse and buggy. AskMyAdvisor® is here to make sure you do. LFG.


P.S. Some bright minds ones I’m guessing who can attest to this…
Stephen Sinwell   Bill Cates, Unlocking Exponential Growth  James Pollard Nathan Latka Oren Klaff Ken Hardison, Esq. Nate Short Andrew Gazdecki Dennis Yu Jeremy Jones Lindsay Rucker Dan Redwine Jason Mesnick  

============
⚙️About the AskMyAdvisor® Method
Creator of B2A™ (Business to Advisor), the aOS™ (Advisor Operating System), the ODP™ (One Direct Path), and the AdvisorOneLink™ (the front door for referrals). All four connect the category, the system, the path, and the front door into one flywheel running 24/7 on autopilot. 

“This is the first of its kind in the advisor world. First mover advisors will win. Laggards will lose. Ready to crush the L’s? We’re here for you! LFG!!👊

Founder, AskMyAdvisor® (SaaS). Ex-financial advisor. Uncovered the real referral killer 5.6M US advisors missed: the “who does what next?” delay. Built a 10-min software fix. DIY free or DFY. Onboards referrals 24/7/365.

Getting used to the LinkedIn newsletter format. A little clunky but works. Check this out.

View newsletter: The AskMyAdvisor® Newsletter

Netflix and Uber killed delay in their worlds. Brian shows what happens when you kill referral delay. 🤫 Referral Secret: There are 5.6M+ advisors in 

Open article: Founder and Billionaire Peter Thiel Meets Brian Ouellette for a “Zero to One” Test of AskMyAdvisor® by Brian Ouellette • 12 min read

Founder and Billionaire Peter Thiel Meets Brian Ouellette for a “Zero to One” Test of AskMyAdvisor®

Just posted this on substack. Will be uploading in my LinkedIn newsletter momentarily. Inner Circle Secret of the Elite Trusted Advisor (Newsletter)

Open article: Founder and Billionaire Peter Thiel Meets Founder Brian Ouellette for a “Zero to One” Test of AskMyAdvisor® by open.substack.com

Founder and Billionaire Peter Thiel Meets Founder Brian Ouellette for a “Zero to One” Test of AskMyAdvisor®

Re: Referrals. Can you guess one referral fact that 99.9% of the 5.6M accountants, attorneys, financial advisors, realtors, and other trusted advisors in the US still are totally unaware of?

I break it down in my latest newsletter. (Substack link goes live in ten minutes @ askmyadvisor.)

Want to stand apart from the millions of sheep advisors wasting money on referral gimmicks that do not work, read this and share this (catch the P.S.).

Funny fact: The avg. advisor burns +$9k/year on hacks that never fix the real problem.

Not one of those hacks touches the real number #1 killer of referrals.
In my latest newsletter post I show you what actually kills referrals, why it happens in, and how to remove it for good in 10 minute (I share the DIY and DFY way, they both work).

No more gimmicks. So...
🐑If you want to remain part of the 5.6M DO NOT read this. 

🔥If you want to be one of the few? Read it, share it (plus, get the free gift🎁).


P.S. What happens when you share this with a colleague or top advisor?
Worst case. You make their day showing you were thinking of them!
Better case. You are the one who introduced them to the B2A™ Category and the aOS™ that AskMyAdvisor® has created before anyone else. 
Speed to market matters and we are just getting started.
We are not stopping. 
You can be a pioneer or get run over by the ones who are. 
In the advisor world, early adopters crush the field. LFG! 
Let's crush. Read/share this post.

Confusion creates delay. Delay kills referrals, dead. And 5.6 million trusted advisors are trying to fix the wrong problem. Want to avoid the millions

Open article: The Shocking Reason 80% of Clients Do Not Refer Their Advisor by Brian Ouellette • 6 min read

The Shocking Reason 80% of Clients Do Not Refer Their Advisor

You ever refer other advisors to your clients? Of course you do.

You ever think about the amount of referrals you're losing from these advisors?

You should. 

BTW, you're not losing them because they don't want to send them. Not because they forgot about you. Not because they don't love you.

It's the dreaded dirty 🤬 D word I post about frequently.

It's delay.

The same thing that kills client referrals? It kills advisor-to-advisor referrals too.

Here's what I mean...

Another advisor wants to connect someone with you (aka refer you). 

What do they do?

Text your cell? Email? LinkedIn DM? 
Who contacts who? Should you reach out? Should they?All of the above?

That confusion = delay. And delay = dead referral.

Advisors with solid COI relationships (accountants, attorneys, consultants, realtors) who should be getting consistent introductions... but aren't.

Why? Too many paths. Too much friction.

Your top 20% of advisor relationships drive 80% of your advisor referrals.

So why are we making it complicated for them?

🧠 The fix: OneDirectPath ODP™

One clear path for your VIP advisors to send referrals. No guessing. No delay.

See those questions I noted above. What happens when they are removed?

Delay goes bye bye.

When your VIP advisors know exactly how to reach you, everything moves faster.

No confusion asking "What's the best way to get this person to you?"

No friction wondering if you got their message.

Just clean, consistent introductions that strengthen relationships and increase referral flow.

Without you having to ask.

Your advisor buddies want to send you business. 

Make it stupid simple for them to do it.

One path. No delay. More referrals.

That's it.

Comment ODP if you want the one page way stop set this up in 10 minutes (DIY or DFY, they both work)

No alternative text description for this image

🚨 Just the tip of the day
𝐃𝐞𝐥𝐚𝐲 𝐢𝐬 𝐭𝐡𝐞 𝐤𝐢𝐥𝐥𝐞𝐫 𝐨𝐟 𝐚𝐥𝐥 𝐠𝐨𝐨𝐝 𝐭𝐡𝐢𝐧𝐠𝐬. 𝐊𝐢𝐥𝐥 𝐃𝐞𝐥𝐚𝐲. 𝐖𝐢𝐧 𝐦𝐨𝐫𝐞.

In getting results (of any kind), this is irrefutable.

Try it out:
Delay is the killer of ___________ (fill-in-the-blank).

"Doing that new thing."
"Going to that new place."
"Reaching out to that person."

Initially, I applied this to referrals 
(Re: referral hand-off delay is the #1 referral killer, blocking up to 80% of referrals).

As our delay story develops, it's showing up everywhere.

I've yet to find an error in this filter.

This leads to the obvious question: How do you fix it?

Catch where it's appearing. Remove it.

Use the delay finder question:

If it takes 5 steps to get ___________ (result)...
How can the result happen in 4 steps? Or 3? Or 1?

Each step removed reduces the delay death trap.

What happens then?

The result gap closes.
Results happen faster.

Guess what?

This is a rare tip that no one can argue against.

It is not possible to add steps and accelerate results at the same time. They cannot coexist.

Want faster results in anything?

Reduce the steps.
Reduce the delay gap.
Win more.

LFG!

P.S. Someone come to mind this would perk up their ears? Share it with them. Worse case. They learn you were thinking of them (sometimes that alone makes someones day). Better case you help them. Win. Win.

Heard of the Diffusion of Innovation bell curve?

I came across this concept years ago, and it recently came to mind when I was thinking about the internet becoming mainstream. Looking back at how email used to be treated really puts things in perspective.

When I was at PaineWebber, you wanted to email a client? Here's what that looked like: Draft it. Send it to compliance. Get it back. Make edits. Send to compliance again. When the final draft was ready, you could finally hit send. 

That was tedious, to say the least.

But there was an adoption curve. Now everyone and their mother uses email without a second thought.

It seems like a similar thing is going on with AI. The difference? Speed. What took years with the internet is now happening in months, sometimes weeks.

This keeps taking me back to that bell curve over and over. Human nature hasn't changed much since the caveman era, after all.

One thing I've realized: the way this curve works out, it's actually a protection vehicle for humanity.

What do I mean? If we were all early adopters, it would take just one mistake and poof, we're gone. If we were all laggards? We'd still be living in caves.

On the 0 to 10 scale in the image, where you at? Mark in the comments.

In the U.S., there are over 5.6 million advisors.

For producers, referrals are King, but they are all chasing the wrong fix.

This comes at a cost of over $50 billion per year and over $9,000 per year each (on average) chasing gimmicks, tricks, and gadgets.

The real referral killer?

It's the gap that occurs at referral handoff.

Brian's approach takes friction out of the equation.

"As they often say on The Mandalorian, This is the way."
Deloitte Vice Chairman (retired), Stephen Sinwell

We agree with Steve.

We found the number one referral killer and the remover.

It's the foundation of the AskMyAdvisor method.
#1 Client Builder: Referrals.
#1 Referral Killer: Delay.
#1 Delay Killer: Speed.

Think about it.

When someone refers you, what happens next?

Usually, there's a text. An email. A phone call. Maybe a business card passed along.

Then... nothing. Or worse, a long wait.

The momentum dies. The trust fades. The referral goes cold.

That gap between the referral moment and the actual connection is where most opportunities disappear.

Speed isn't just important. It's everything.

The AskMyAdvisor method eliminates that gap entirely.

One path. No delay. More referrals.

No complicated systems. No expensive gadgets. No tricks.

Just a simple, proven way to capture referrals at the moment they happen.

Stop wasting money on things that don't work.

Start focusing on what actually kills your referrals: delay.

Want to fix it in about 10 minutes.

We'll show you here ($0 cost) askmyadvisor.pro/blueprint

That is all.

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

(There's a reason) "This will sound ridiculous at first: Uber, Netflix, McDonald’s, and what kills advisor referrals. Stay with me."

Open article: Uber Beat It. Netflix Beat It. McDonald’s Beat It. 5.6M U.S. Advisors Still Fight It Blind by open.substack.com

Uber Beat It. Netflix Beat It. McDonald’s Beat It. 5.6M U.S. Advisors Still Fight It Blind

Charles River Development

I develop and drive GTM strategies for CRD, leading cross-functional efforts and developing value propositions, sales decks, sales trainings and battle cards. I create and execute scalable product marketing processes, and I act as strategic advisor across the org for positioning and GTM.

To clearly define products, I craft concise product vision statements, which are both aspirational and practical. I use modeling to inform strategy, including market sizing for our core market segment. To promote transparency and alignment, I share and evangelize our product strategy across CRD.

Product Marketing Manager

I worked on GTM for CRD's 6 strategic initiatives, where I led development of value propositions, sales decks, trainings and email marketing. I spearheaded the development of CRD's overall value proposition, and I oversaw marketing awards and sales commission processes, enhancing efficiency through business process improvements.

I came to CRD as an RFP expert, and I dramatically improved proposals by implementing a process based on best practices. Developing 250+ proposals, I added tens of millions in revenue. I oversaw 3-9 SMEs delivering responses to 300-2,000 question RFPs in 2-4 weeks, while quality assuring and positioning. 

Charles River is a fintech company owned by State Street.

Proposal Writer / Sales Enablement

FirstFuel Software

I led RFP responses for new business, adding over $4 Million in revenue by developing 50+ proposals. I improved the proposal development process based upon best practices. To improve quality, I created and orchestrated a cross-departmental process to develop personalized positioning (i.e., win themes) for each proposal. Finally, I developed marketing content, including contributions to the FirstFuel blog and 2 articles published industry publications.

FirstFuel was a business analytics SaaS platform (now part of Uplight).

Technical Proposal Writer

SourceOne, Inc (DE)

I led RFP responses, adding close to $3M in revenue over 100 proposals. I developed marketing content, describing complex offerings in easy-to-understand terms through white papers, collateral, client presentations, case studies and more. By developing a 90-page user manual that drills into functionality, I helped position SourceOne's strategic SaaS offering. Finally, I was part of the planning and strategizing that led to the re-design of the company website.

SourceOne is an energy consulting firm owned by Veolia.

Proposal Writer

Pale Monsters and Muy Cansado

I have been an independent musician in various Boston acts since 2002. I have released 5 albums, toured the US twice and played hundreds of shows. I ran the bands like businesses, writing and performing music, while managing publicity, social media, web presence and finances.

See descriptions of my two most successful acts Pale Monsters (palemonsters.com) and Muy Cansado (muycansado.com) in the Projects section.

Independent Musician

Equity Office Properties

From 2010-2012, I was the digital content manager for Equity’s interactive marketing website, which was an innovative, first-of-its-kind in the industry. I boosted, tracked and reported website engagement. Through web and marketing collateral, I positioned and marketed 41 commercial buildings. Additionally, I generated leads and built the sales pipeline via a 2-year email marketing campaign to 5,000 recipients.

Coordinator - Leasing & Marketing

I developed proposals and lease abstracts, and acted as liaison for all parties during leasing process. I oversaw the office space availability for the Boston portfolio, tracking brokerage team performance and following market trends. I managed projects to smooth the ownership transition as the company went from a publicly traded REIT (EOP) to privately-owned under Blackstone (BX). Finally, I transitioned to the Coordinator position described above.

Leasing Assistant / Coordinator

I started with Equity Office as a temporary worker on a 1-month assignment. When the assignment was complete, they hired me as an accounts payable coordinator, where I managed payment and expense classifications for 20 commercial properties. I established myself quickly by processing a 6-month backlog of unpaid invoices in less than 2 months.

Accounts Payable Coordinator

Massachusetts House of Representatives

I worked under then-State Representative Karen Spilka as she mounted her successful campaign to become State Senator. Overseeing constituent services gave me the opportunity to work directly with the public providing solutions to their problems. When the State Treasurer’s office hosted a public event in the district, I coordinated press releases and led the outreach to local media.

Legislative Aide

Boston Public Schools

Classroom management strategies and lesson plans.  Stationed full time at the Donald McKay School (East Boston) from September 2003 - March 2004.

Cluster Substitue Teacher/Full Time Substitute Teacher

I’m a marketer with 15+ years’ experience. The word that best describes me is creative. Whether positioning products, brainstorming, or writing music, I love the creative process. 

I’ve worked in B2B SaaS technology, financial services, energy and real estate. I have experience in product marketing, writing, go-to-market (GTM) strategy, market research, project management and sales enablement. 

I earned my Masters in Global Marketing Management from Boston University as a top student. Research I led into Technological Innovation Systems (TIS) is published in the Journal of International Business & Entrepreneurship Development (April 2023), and I presented the research at the International Research Conference on Management & Humanities at Harvard in May 2022.

Check out writing samples at https://www.mchrismulvey.com. 

Other things that may or may not be interesting - I am husband and a father, a lifelong musician and songwriter that has released 5 albums and toured the US twice, a film buff, a local art connoisseur, an energy efficiency nerd, a Feng Shui enthusiast, and a lover of all things aquatic.

taplio

The Battle

Brian Ouellette

Chris Mulvey

Followers

Posts

Engagements

Likes

Performance ScoreBrian Ouellette's LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Brian Ouellette

Chris Mulvey

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

Ready to grow your LinkedIn presence?

Performance ScoreBrian Ouellette's LinkedIn Performance