AskMyAdvisor® SoloAdvisor Gold Package
A Complete Referral Onboarding + Client Discovery OS Software
Exclusively built for outstanding trusted advisors* in practice for 5 years or more.
$2,500
Annual Access Fee
$250
Monthly Fee
$10,000
ThinkTank Membership
10 Minutes
Time to Activate
Self-serve onboarding takes only minutes.
Onboarding Part One
The AskMyAdvisor® OS Playbook Quickstart Guide. Self-serve onboarding, we show you how to activate your AskMyAdvisor® Q&A Portal to share with your invited top 20% client and advisor relationships, quickly.
Onboarding Part One
You will see that our software is 3rd grade easy to setup and run (by design) and that you can have your 24/7/365 VIP Portal (aka Referral Magnet) up and running in less than 10 minutes.
Annual value: Priceless is our goal.
No reason to procrastinate. Plus, as a Founding Member, you're getting a head start on the competition and every other advisor out there!
60-DAY GUARANTEE (BUILT IN INSURANCE)
We're confident you will not need this. It's a no questions asked guarantee to simplify making this investment (BTW, if this is the primary reason you're buying a seat, we recommend holding off).
CLOUD BASED WITH AMAZON WEB SERVICES
Established security practices and industry standards that billion-dollar companies use are used by
Click to learn more about our cloud storage (opens in new window)
YOUR DATA IS SECURE
We use a 256-bit encryption protocol to keep your private date secure at all time.
ALL RECEIVED DATA ONLY AVAILABLE TO MEMBERS
We take privacy seriously. To ensure complete protection of member data, all data is solely available to each member, via their unique and encryted username and password.
Click to learn more about our security (opens in new window).
OUR SOC 2 TYPE 2 LIVE AUDIT STATUS
We really take your privacy and security seriously. To view our LIVE SOC 2 audit, go to trust.askmyadvisor.co (opens in new window)
FULLY TAX DEDUCTIBLE BUSINESS EXPENSE*
*We are not tax advisors. Please consult your tax advisor to verify (btw, we're 99% certain you can deduct;)
-
MEMBER SUPPORT
Text: +1 (212) 426-1038
Email: help@askmyadvisor.co
LIMITED FOUNDING MEMBER* SEATS
$2,500 one time commitment fee & $250/monthly.
TO START: $400* PER SEAT NOW
THEN $150/MONTHLY
*Today: $250 one-time commitment fee + $150 first month.
Founding member pricing is grandfathered in perpetuity.
-
Three Payment Options
Select the option that works best for you.
-
Have Your Portal LIVE in the Next 10 Minutes
3rd grade simple to operate. Your Inner Circle Portal will be open for same-day referrals, today!
-
It's Adding A Sales Team in Minutes
Hiring headaches, costs, days off, vacation days, complaining, mistakes and $250,000/yr. In salaries.You are on the cusp of launching a complete referral & client-building OS, running 24/7. -
There's Nothing Like this Complete Referral OS
We cannot wait for you to be part of this.
*Accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors
A minimum of 5 years of production is required for membership access. For multi-seat orders, contact us for possible exceptions at partners@askmyadvisor.co.
We work with 6 advisor channelsThere are 950 Founding Member seats per advisor channel. Once a category hits 950 members, Founding Member pricing is closed and returns to regular pricing.
