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S. Brian Ouellette's avatar

S. Brian Ouellette

Founder & CEO, AskMyAdvisor®
Bellevue, Washington

Yo, what's up, everybody? I've got a guy for you that you're gonna love. Meet Brian Ouellette, the man, the myth, the legend. This guy used to be a financial advisor, but not just any financial advisor. No, no, no. Out of a class of 38 brokers who ranged from retired NY Jets to Mexican heir families, Brian was top 1% of his PaineWebber class for 21 of 24 months. After moving to Oppenheimer & Co. he was the blipping "money guy" TV personality for FOX News This Morning in Seattle. Out of the studio the TV station built in his office, he gave LIVE market updates 2, 3, 4, and sometimes 5 times a day on the small screen. Appearing over 3,100 times in front of the 12th largest media market in the US, this was the guy guiding people through the biggest boom and bust in the history of the US stock market during the dot-com bubble, bust and recovery. And that's not all. Several years after exiting Wall Street and starting his angel investor and PE-backed sports apparel company, Brian was chatting with a sports agent buddy. The agent happened to share the Sports Illustrated article, How & Why Athletes Go Broke. Brian fell out of his chair. He had no idea that most athletes were going broke quickly in retirement. That impacted this dude, a lot. How much? So much so, 3 weeks later he started ProAthleteDirect! Quickly, the media picked up on the launch. Stories on Brian and ProAthleteDirect were quickly covered by Business Insider, ESPN, CBS Sports, InvestmentNews, American Banker and dozens of other media publications. What the heck? Why you may ask did he start Pro Athlete Direct? He wanted to save these athletes from themselves by bringing in new blood...New advisors to stop the advisors who were failing these athletes miserably. What Sports Illustrated coined as the "financial pandemic" of the pro athlete (seems I've heard that P word somewhere else), he knew this was impacting far more people than just the athlete. He thought about the spouses, children, and parents impacted by this, what he termed, "fixable problem". What's up with this guy? He's a like a modern-day Mother Theresa. It was here he began to coach pro athlete advisors on how to add athlete clients to keep them from losing all their dough. Many of the advisors he coached were retired pro athletes themselves. Including Super Bowl winners, Olympic medalists, MLB all-stars, all the way to Barron's Top 100 advisors in the US all the way to Zurich Switzerland. This guy ain't no joke. But wait, who cares about the past, what has he done for me lately? Here's why this matters to you. Brian's now the founder of AskMyAdvisor®, a first-of-its-kind referral software for established advisors. What kind of advisors? Ones who are accountants, attorneys, consultants, financial advisors, realtors, and any other trusted advisor types. What's unique about his software? Best to ask him but I'll take a quick stab at it for you. First off, it is based on a "referral secret" he uncovered, developed, whatever you want to call it...Coaching these pro-athlete advisors. A lot of it has to do with something he learned from sports agents, the gatekeepers, but also sprinkled through it is stuff he learned when he was a financial advisor himself. BTW, this software doesn't market to no strangers. Nah, advisors share it only with their best clients. The top 20% club...You know, the ones you make the most moolah from, who you love the most, and who loves you the most. It does this by making your best client relationships, even better. Hey, these clients account for 80% of your revenues, they've earned this special treatment. First off, the software makes it simple to uncover new needs from these clients. (because let's be honest, your clients ain't always disclosing all their business). More importantly, it makes it simple for them to refer you. You'll see why and how. With this, Brian and his team may have finally discovered the Holy Grail to referral automation, so you get 'em over and over and over again. But you never have to ask for them. If you talk to Brian, ask him why not. It's wild but works. This dude is the real deal, folks. If you're an established advisor (sorry, this ain't for newbies) looking to up your game and help even more people, Brian's the guy to get with. If you're lucky enough to do that, see if he can hook you up with some of the software he's behind.

Interests

  • SaaS
  • Digital Marketing
  • Music and Art