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
15 10 Minutes
Time to Activate
Included with your membership:
SyncMaster: AskMyAdvisor® and ChatGPT-4 Integration
Benefit: Seamless communication across platform.
TBD Value (new technology)
PortalPro: The Q&A Portal Builder OS
Benefit: Build your own Q&A hub effortlessly.
$3000 Value
ClientMagnet: AskMyAdvisor® Online CRM
Benefit: Manage your clients like a pro, all online.
$1500 Value
PocketAdvisor: AskMyAdvisor® Mobile CRM
Benefit: Take your client management on the go.
$1000 Value
FlexConnect: AskMyAdvisor® Open CRM Integration
Benefit: Integrate with any CRM you're already using.
$997 Value
AppGenius: AskMyAdvisor® Phone App
Benefit: Manage your business from your pocket.
$2000 Value
IdeaVault: Membership to 'The Network'
Benefit: Private member thinktank of industry leaders.
$10,000 Value
MessageCraft: Message Builder
Benefit: Create compelling messages that convert.
$1,500 Value
DataWizard: Realtime Analytics (online+phone app)
Benefit: Track your success in real-time, anytime.
$1,997 Value
Annual value: +$25,000
Goal: Unlimited ROI.
No reason to procrastinate. Plus, becoming a Founding Member gives you a head start on every other advisor out there!
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).
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)
We use a 256-bit encryption protocol to keep your private date secure at all time.
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).
*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
*$250 one-time commitment fee & $150 first month
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!
There is 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 in production required for membership access. For multi-seat orders contact us for possible exceptions at partners@askmyadvisor.co.
There are 950 Founding Member seats in 6 advisor categories. Once a category hits 950 members, Founding Member pricing is closed and returns to regular pricing.