AskMyAdvisor Order Page Get Automated Referrals

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3 Founding Member Packages Available

There are limited Founding Members seats available in each advisor* channel.

~~$2,500~~

Activation Fee

~~$250~~

Monthly Fee

~~$10,000/yr.~~

Thinktank* Access

15 10 Minutes

Activate the OS

~~950~~ FOUNDING MEMBER SEATS IN EACH OF OUR 6 ADVISOR* CHANNELS.

SOLO Advisor OS

1 to 10 seats.

~~Activation $2,500 one time~~

Activation $250 one time
~~Monthly $250~~

Monthly $150
$400 to activate today
Includes membership to *The Network ($10,000/yr.), our members only thinktank, at $0 charge.
3rd-grade simple to use! Set up your Q&A Portal and personal web address in just 10 minutes. Immediately invite your top 20%: clients and COI advisor friends to access this upgraded service. Once activated, it runs 24/7/365 on autopilot.

Yes, please!

SMB Advisor OS

11 to 500 seats.

~~Activation $2,500 one time.~~

Activation $150 one time.
~~Monthly $250~~

Monthly $125
$250 to activate today
Includes membership to *The Network ($10,000/yr.), our members only thinktank, at $0 charge.
3rd-grade simple to use! Set up your Q&A Portal and personal web address in just 10 minutes. Immediately invite your top 20%: clients and COI advisor friends to access this upgraded service. Once activated, it runs 24/7/365 on autopilot.

Let's do this!

ENT Advisor OS

501 to 10,000+ seats.

~~Activation $2,500 one time.~~

Activation $100 one time.
~~Monthly $250~~

Monthly $100
$200 to activate today
Includes membership to *The Network ($10,000/yr.), our members only thinktank, at $0 charge.
3rd-grade simple to use! Set up your Q&A Portal and personal web address in just 10 minutes. Immediately invite your top 20%: clients and COI advisor friends to access this upgraded service. Once activated, it runs 24/7/365 on autopilot.

We're ready!

*We have 6 advisor categories for accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors.

Advisor categories and seats available status: accountants (~~950 seats~~), attorneys (~~950 seats~~), financial advisors (~~950 seats~~), realtors (~~950 seats~~) and other trusted advisors (~~950 seats~~).

Once a channel hits 950 seats, Founding Member pricing closes and moves to regular pricing. In addition, membership to The Network ($10,000/yr.) is a la carte.

Membership and use of the AskMyAdvisor® OS Software requires advisors have a minimum of 5 years in production. Possible exceptions for multi-seat requests. Contact us prior to submitting your order to request an exception.