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

Are you ready to elevate your business to the next level? Are you looking to fine-tune your leadership skills?  Are you open to working with peers that understand your pain points and can offer practical solutions and insights?  Are your managers in over their heads, trying to lead their teams without proper training?  If you answered yes to any of these, then let’s talk.
 
I own and operate The Alternative Board (TAB) Seattle Eastside and I'll put you and other business owners from a range of industries together into a close-knit group where you'll share knowledge, expertise and accountability - exactly the insight and feedback you need to grow your business.   I have over 30 years of leadership in sales, management, and strategic planning and started my TAB business to use my knowledge and insight to help forward-thinking business owners/CEOs improve their businesses and their lives.
 
My experience working for years in leadership positions with and for small businesses and entrepreneurs has prepared me to coach you to grow your business. Through TAB, I offer:

- Peer advisory boards
- Individual business coaching
- A suite of strategic business management tools
- Leadership training for managers and supervisors
- Network expansion
 
My TAB peer advisory groups are invitation-only membership groups that allow me to bring like-minded business owners together. Groups consist of six to ten local business owners/CEO's from non-competing industries. Each peer group provides many years of business experience and resources to you and your business. My TAB groups meet monthly in a relaxed and confidential environment where your peer advisory board will discuss business challenges, strategies, and opportunities facing their business.
 
As a member of TAB, you will gain invaluable insight that will lead you to achieve your biggest visions and goals for your company and your work/life balance.  My owners leave every meeting with specific strategies to apply directly to their business that helps them refocus and grow.

My leadership training will provide the foundational tools your managers need to effectively lead their teams, increasing employee engagement, performance, and retention and allowing you to focus on other areas.
 
To learn more about my TAB peer advisory board, business coaching services, and leadership training, please contact me here on LinkedIn or email me at rich@tabseattleeastside.com.

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The Battle

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