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

If you've been building with n8n for a few months and you're hitting walls... 

Downloading templates that don't work, stuck figuring out how to tie everything together... 

Whether you're trying to automate your own business or land clients, the problem is the same. 

Nobody taught you diagnosis.

I've generated $25M+ in client revenue over 8 years building automations for e-commerce brands and service businesses.

Here's what I learned: 

The people who win don't have better technical skills. 

They have better diagnosis skills.

They can walk into any business, spot the highest-leverage automation opportunity in 15 minutes, and explain why it matters in language the owner understands. 

Commodity technicians charge $500 per project. 

AI Operators charge $5K-$50K because they diagnose problems other consultants can't even see.

In 90 days, I turn you into an AI Operator. 

Not just someone who follows tutorials. 

Someone who can diagnose what actually needs automating, design solutions that work, implement them with confidence, and charge premium rates. 

Whether you're automating your own business or building a profitable agency.

Kevin (63, never coded): 
Eliminated 20 hours of manual work per week. Took content workflows from 7 days to 7 minutes.

Tim (former agency owner): 
Booked 8 demos his first month. Now closing $5K-$10K deals with eight-figure ecom brands.

Stephen (video editor, zero background): 
Landed a client in Week 3.

AJ Vaynerchuk (co-built VaynerMedia to $130M): 
Joined to become "dangerous enough to lead automation strategy."

The program is limited to 20 people per cohort. 

Direct access to me, not support tickets. 

Get your first automation deployed in 30 days or full refund.

Become an AI Operator and join my n8n Mentorship here: 
https://learnn8nautomation.com/mentorship

Tom Crawshaw

I closed my laptop last night with three agents running.

One attended a webinar and sent me the notes.

One called a lead, confirmed a Friday appointment, and updated my Airtable.

One scraped 61 Skool communities and dumped everything into a Google Sheet.

OpenClaw can do all of this.

What you don't see is everything it takes to get there.

Local setup, security configuration, a technical background you might not have.

Most people never make it that far.

Twin had me running all three in 10 minutes with no complex setup required.

You describe what you want, it builds and deploys the agent, and runs in the cloud with your laptop closed.

When something breaks, the agent diagnoses and fixes itself.

Twin raised €12M from the founders of Hugging Face and Datadog.

In beta, users completed 40,000+ tasks across 9,000 applications.

I hadn't heard of it until three weeks ago.

Now I'm trying to see if there's anything it can't build!

If you want the full step-by-step walkthrough on how to build all three of these agents yourself...

1️⃣ Connect with me 
2️⃣ Comment TWIN below and I'll DM it to you.

I Turn Non-Technical CEOs & Agency Owners Into AI Operators in 90 Days | n8n Mentorship | Generated $25M+ for Clients

Claude Code forgets everything the moment you close it - 3 tools fix it.

Start a new session the next day and you're re-explaining your project from scratch. 

The context you built up over days of work doesn't carry over. 

Every conversation starts from zero.

Three tools fix that, and they all run locally on your machine:

- QMD indexes your sessions and makes anything searchable in under a second, keyword or semantic
- sync-claude-sessions auto-exports every conversation to markdown the moment you close it
- /recall pulls the right context into any new session before you start
The setup takes about 10 minutes. After that it's completely automatic.

After a few months of Claude Code sessions, all of it becomes searchable. 

You can pull context from a project you worked on 6 weeks ago in under a second. Instead of starting from zero each time, Claude already knows what you were building, what decisions you made, and what matters most to the project.

Everything runs locally, with no extra API costs and nothing leaving your machine.

I put a PDF guide together walking through the full setup. 

1️⃣ Connect with me 
2️⃣ Drop "MEMORY" in the comments and I'll send it over.

The right way to set up OpenClaw is different from every tutorial I found. 

The difference is why someone's agent cleaned their server, replied to their emails, and booked dinner. 

Nobody asked it to.

That's not a malfunction. 

It happens because OpenClaw and Claude Code aren't the same type of tool, and most people are treating them like they are.

When you connect OpenClaw to Gmail, it doesn't get read-only access. 

It gets full send permissions, the same as you pressing the buttons yourself. 

That's true for every app you connect to it.

Most people don't know this before they run the tutorial setup.

I made a free guide covering what the tutorials miss: 

- Why the default setup goes wrong
- How to run it safely
- How to cap your spend before your first run

1️⃣ Connect with me 
2️⃣ Comment OPENCLAW below and I'll DM you the link.

Everyone's losing their minds over OpenClaw.

You're sitting there thinking: great, another tool I'm behind on.

You haven't even opened n8n yet.

Or maybe you opened it, dragged a few nodes around, and closed it.

And now there's ANOTHER thing to learn?

Here's what nobody on your timeline is telling you:

You don't need OpenClaw yet. 

You don't need MCP servers.

Not yet.

You've been watching AI content for weeks. Maybe months.

And the honest answer to "what have you actually built?" is nothing, or close to it.

That's not a you problem. 

That's a direction problem.

Every week a new tool drops. 

Every week someone on X says this is the one.

The gap between you and the people actually building gets wider every single week.

They're not more technical. 

They just stopped browsing and started shipping.

So I recorded a free 20-minute training with the exact roadmap:

- The 3-tool stack I'd bet my career on in 2026
- The 3 mistakes keeping non-technical professionals stuck (none have anything to do with coding)
- What to focus on vs. what to ignore right now

One tool. One problem. One workflow.

Everything else, OpenClaw, MCP servers, Claude Code, 50-node templates, comes after.

1️⃣ Connect with me 
2️⃣ Comment ROADMAP below and I'll DM you the link

I found 10 OpenClaw setups that genuinely shocked me.

From life operating systems to 10-agent squads running entire businesses on autopilot.

I put together a full video walkthrough covering all 10, plus a reference doc with every link organized by use case.

Here's what's inside:

→ A calendar and email system that runs before you wake up (390+ hours saved per year)
→ A lead gen pipeline that replaced an entire 15-node n8n workflow
→ One agent that took over a $30K/month content agency
→ A video production pipeline that scripts, records, and publishes without an editor
→ Meeting transcripts that auto-assign tasks and track who owes what by when
→ A 10-agent squad with daily standups and zero human oversight
Some of these started as weekend projects. Others are full production systems managing revenue, teams, and content around the clock.

Every setup was built by someone who just started building. 

The tool is the same one you have access to right now.

1️⃣ Connect with me 
2️⃣ Comment "SETUP" and I'll send you the full video walkthrough + cheat sheet

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The Battle

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The Battle

Brian Ouellette

Tom Crawshaw

Followers

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Engagements

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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

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