Brainactive

Brainactive is an AI-powered market research platform designed to revolutionize how businesses gather and utilize consumer insights. We’re just getting started, with a strong focus on reaching our first 100 paying customers. Our mission is to democratize access to high-quality market research, enabling companies of all sizes to make data-driven decisions swiftly and efficiently.

My Role:
As Head of Growth at this pivotal early stage, I am focused on:
- Building User Acquisition Foundations: Crafting and testing strategies to attract our initial customer base.
- Establishing Market Fit: Working closely with early adopters to refine our offerings and ensure we meet their needs.
- Driving Early Revenue: Developing approaches to convert our first users into paying customers, laying the groundwork for sustainable growth.
- Empowering Data-Driven Decisions: Providing actionable insights from a global audience of over 300 million consumers, helping businesses make informed decisions faster.

Fractional Head of Growth

aperture.co

// Strategic oversight, setup, creation, and execution of B2B paid social media campaigns with a heavy focus on LinkedIn
// Strategic oversight, setup, creation, and execution of B2B paid social media campaigns with a heavy focus on LinkedIn
// Directly own and drive the creator acquisition growth marketing strategy that aligns with overall company goals and objectives
// Creating and executing marketing campaigns to drive lead generation, including but not limited to online advertising, SEO, SEM, Social Media, etc.
// Analyzing data to identify opportunities for growth and making data-driven decisions
// Continuously experimenting and testing new growth channels and tactics
// Utilizing tools like A/B testing and user feedback to optimize user acquisition, engagement, and retention
// Providing regular reports and updates on progress and results to senior management.

Fractional Demand Generation Manager

Daniel Pirciu

Working with Seed - Series A startups to develop growth initiatives, including Paid Social Ads, SEM, Email Marketing, CRO, Reporting, and more.

Startups I worked with:

// MeetGeek.ai (SaaS) - Meetgeek is a virtual meeting assistant that automatically joins your favorite conference software such as Zoom, Google Meet, or Microsoft Teams, records, takes meeting notes, and sends the meeting highlights to participants.
// Upgrade.education (Edtech SaaS) - Upgrade Academy offers a mentorship service that provides high school students individualized university admission support to Top Universities in the US, UK, and EU.
// Emporix (PaaS) - Emporix provides a composable commerce platform that enables businesses that sell to other businesses to be bigger, more engaged, and more efficient.
// SuperOkay (SaaS) - SuperOkay gives you a unified, easy-to-use interface to share all your links and documents with your clients and partners.
// Vitals (Shopify App) - Vitals is a single lightweight Shopify app that generates sales and replaces 40+ commonly used apps.
// Ocean Credit (SaaS Fintech) - Digital lender and among the first to bring card2card credit transfer technology to the local market
// Volt Finance (Mobile App) - Peer-to-peer mobile payments app

Growth Marketing Manager

💪 The Bootstrapped Way

Which Acquisition Strategies and Channels Actually Work for Getting New (Paying) Users

Do you want to know which acquisition strategies and channels work for getting new (paying) users?

I've got a few answers. I've analyzed 100+ startup growth interviews and spent 20+ hours to discover their main acquisition strategies.
This comprehensive Airtable will show you which of their marketing initiatives are driving traffic, leads, or sales. You'll also discover what channel works best for their business!
You'll learn about the different approaches, such as build in public, leveraging existing marketplaces, paid search, and recommendations on how to use them effectively. This is an invaluable resource if you want to get insights from successfully bootstrapped startups!

Founder

Brizy

Brizy is a next-gen website builder that anyone can use.
Create 'no-code' websites in minutes. Once you go Brizy, nothing else feels easy!

Kubis Interactive, Inc.

👉  Manage and optimize demand generation and account-based marketing (ABM) programs mainly using 6sense
👉  Analyze marketing and sales data to develop insights and make recommendations on areas for optimization to meet revenue targets
👉  Track campaign ROI and influence the allocation of marketing spend based on past performance.
👉  Monitor the results of each campaign continuously and optimize each marketing touchpoint using data.

Working with huge tech companies like:
// SentinelOne / Cybersecurity / Series F - raised over $690MM
// CommerceTools / eCommerce software / Series C - raised over $300MM
// Episerver / Digital Experience Platform / Series C - raise over $140MM
// Florence HC / Healthcare / Series C - raised over $115MM
// Keeper Security / Cybersecurity / Raised over $60MM
// LiveAction / IT network performance management / Series B - over $40MM
// Interfolio / Edtech collaboration platform / Series A - raised over $14MM

Demand Generation Manager / Programmatic ABM Contractor

LP / Designr

Landing Page design services for PPC marketing campaigns results-oriented - less fancy design and more growth 🚀

✅ Modern & performance-ready design
✅ Fast delivery time (EOD)
✅ Conversion Optimisation growth stack

FintechOS

----- Main focus: optimizing the lead acquisition and conversion process ------

I've successfully managed to:
👍  Research, implement and optimize Paid Acquisition
👍  Design and implement conversion-focused Landing pages
👍  Customer journey analysis and conversion touchpoints
👍  Picking the right marketing stack
👍  Come up with ideas to test, document, prioritize, and implement
👍  Automated the sales funnel with Hubspot
👍  Web Analytics - creating a data tracking plan & a dashboard to measure the KPI's in Hubspot

But I failed to:
👎  Scale the Paid Acquisition strategy to other untapped channels
👎  Implement an end-to-end (including Sales) tracking & attribution system
👎  Get the management's buy-in for Bottom-of-the-Funnel campaigns

------ Current Martech stack ------ 

➤ Hubspot CRM
➤ Hubspot Marketing
➤ Wordpress CMS
➤ ElementorPRO
➤ Adobe Creative Cloud
➤ Zoominfo
➤ Leadfeeder
➤ Notifia.io
➤ SEMrush
➤ CompetitorsApp
➤ Vimeo PRO
➤ Wrike
➤ Adobe Creative Cloud

------ About the company ------

FintechOS is a Technology as a Service. Our mission is to change the way people experience and engage with financial technology by putting automation and personalization at the heart of innovation. To transform the digital customer experience quickly and affordably.

Performance Marketing Manager (TaaS Fintech)

E.ON

----- Main focus: drive lead through paid acquisition ------

My role at E.ON is focused on expanding paid visibility mainly across Google. I own and I am responsible for driving search engine marketing for a variety of products and services.
I achieved a successful track record in developing Paid Search campaigns that are generating 3x the number of qualified leads.

➤ Driving online paid advertising strategy including researching markets, competitors, target audiences, keywords and other metrics;
➤ Plan, set up and manage hands-on online campaigns, mainly across Google (search and GDN);
➤ Implement A/B and multivariate testing to continuously improve ROI and performance;
➤ Monitor, analyze and optimize campaign performance data to improve conversion rates, decrease CPA, increase ROI, and reach the company's business objectives.

----- About the company ----- 

E.ON Romania is a local gas and electricity provider, actively expanding their range of products and services.

PPC Specialist (Energy)

Minimum Viable Product design

We help early-stage startups and entrepreneurs around the world that are looking to validate their business proposition to design custom landing pages to fit their needs, hosted on our servers, in less than 48 hours.

www.lpdesignr.com

Founder (upgraded to Lp / Designr)

Growth Marketing Manager // Maker of 💪 TheBootstrappedWay.com // Bootstrapping VC-backed startups 🚀

I help B2B tech startups, scale-ups, and VC-backed companies turn paid acquisition into a scalable, high-ROI growth engine - without wasted spend or broken funnels.

Here’s how I help my clients win:
✅ Turn paid media into a scalable acquisition channel (LinkedIn Ads, Google Ads & beyond)
✅ Increase conversion rates & pipeline efficiency – get 30-50% more revenue from the same traffic
✅ Optimize messaging & positioning – making sure your ICP instantly gets your value prop
✅ Plan & execute ad spend from $10K to $25K+ per month with a clear path to ROI
✅ Help VCs ensure their portfolio companies scale efficiently - without burning capital on bad ads.

I specialize in LinkedIn Ads, Google Ads, and full-funnel paid media strategies for companies spending at least $10K/month on ads - and I don’t do agency fluff. You work directly with an expert, not a junior account manager.

Whether you’re a founder, CMO, or investor, if you need a growth expert who understands how to spend efficiently and scale profitably, let’s connect.

Fractional CMO & Growth Advisor | B2B Tech, SaaS, and VC-backed Companies

Brian Ouellette

AskMyAdvisor®

The AskMyAdvisor® OS, built exclusively for established accountants, attorneys, consultants, financial advisors, realtors and other trusted advisors, automates the referral onboarding process with OneAdvisorLink™.

🎙The AskMyAdvisor® Show

Podcast Host

ProAthleteDirect™

Founder at ProAthleteDirect | Helping Professional Athletes Achieve Financial Stability

ProAthleteDirect was born after an NBA sports agent buddy shared a pivotal Sports Illustrated article titled "How & Why Athletes Go Broke." 

The article revealed that up to 80% of professional athletes face severe financial difficulties within 2 to 5 years of retirement.

As a retired financial advisor with experience at PaineWebber, UBS, and Oppenheimer & Co., I was deeply moved by these statistics. 

Moved by the severe gap in this industry, I invested 30 days in intensive research and development before founding ProAthleteDirect.

Our mission is to connect accredited investor clients with top-tier advisors, including accountants, attorneys, financial advisors, and realtors, to address and prevent what Sports Illustrated described as a "financial pandemic." Clearly, existing advisory services were failing many athletes, and ProAthleteDirect is committed to reversing this trend by providing the financial guidance and support athletes need to secure their futures.

Shoewallet Active Gear LLC

Our primary business is manufacturing private label shoewallets for brands (corporate, non-profit, military) & events (running, walking, trade-shows, product launches, etc.) like the Boston Marathon, Race for the Cure. 

Private label customers include: The Department of Defense (DOD), Skechers, Southwest Airlines, UCLA, Virginia Tech, Dunkin' Donuts, The United States Air Force (USAF), Susan G. Komen Foundation, and 100's of others of brands around the US & Canada.

We sell direct to the end users only (no distributors).  

We also offer the retail Shoewallet™ for $11.99 at shoewallet.com and Amazon. 

With our streamlined platform, we are able to offer our high profile promotional product, giveaway or point of purchase item to end users looking to expand their brand, message or product launch.

Each Shoewallet is packed with a Free ID card as a stand for our Safer Roads & Trails Campaign, Be Smart. Be Safe. Carry ID.™  This enables brands to stand for something for the greater good--personal safety (statistics show that over 75% of runners, walkers, traveler carry 0 ID when they leave their house, apartment or hotel) when providing this promotional product, giveaway or point of purchase item.  

We are always interested in discussing joint partnership opportunities, ideas or quote requests.  Contact Brian Ouellette direct or email custom@shoewallet.com.

MIT Enterprise Forum of the Northwest

MIT Enterprise Forum is the global voice of entrepreneurship, affiliated with MIT NS headquartered with MIT Technology Review in Cambridge, Massachusetts.

On a local level, MIT Enterprise Forum Northwest produces events to connect, inspire and educate our region's entrepreneurs, business leaders, angel investors, venture capitalists, MIT alumni, researchers and technology enthusiasts.

Board Member

Oppenheimer & Co. Inc.

He worked within the private client group & with the alternative investment group of OPCO with clients throughout 9 US states.

Private Client Financial Advisor

KCPQ-TV Q13 FOX

While a financial advisor, Brian was the Money Guy, providing live market updates 2 to +5 times a day from the studio built inside his Oppenheimer & Co. office.  

Brian is credited with over 3,000 live TV appearances to the 12 largest media market in the US. He appeared daily from Seattle to as far as Washington DC.

Market Commentator on FOX NEWS This Morning

Worked with the syndicate group and the private client group with clients throughout 9 US states.

Rodman & Renshaw

Commodity trader runner, Chicago Board of Trade (CBOT)

Tequila Roadhouse

Bouncer

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, without exception."

Brian Ouellette, a University of Washington graduate, began his career at the Chicago Board of Trade (CBOT) before returning to Seattle to build his private client practice. 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 appearances during one of the most significant boom-and-bust cycles in stock market history.

In 2004, he sold his financial 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 global brands such as Boeing, the Department of Defense, Skechers, and more across the U.S. and Canada.

In 2010, after a conversation with an NBA sports agent and 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 that connected trusted advisors with sports agents 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

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).

“Referrals beat every path to new clients combined. There is no exception.” 

Advisors who are accountants, attorneys, consultants, financial advisors, realtors and other trusted advisors all have different areas of expertise, but…

They all want more relationships with each other. Why? It’s obvious… they want to increase their COI reach to be referred and refer. 

This is the core path to adding clients (we’ve formalized this process as the AskMyAdvisor® Advisor to Advisor Connect). 

But… There’s a big issue in doing this. It’s causing a bottleneck in advisor COI building that 5.6M US advisors all (99%) miss. Can you guess what it is?

To help set the stage… 
As we coach with our 9010 Factor (90% of clients would refer, only 10% do)…

Per the 9010 factor… The #1 reason 80% of clients are not referring comes down to that that dirty 🤬D word… Delay. 

The #1 killer of referrals is delay (2nd place isn’t even close, yet 5.6M are unaware of this and are still trying to fix the wrong thing at +$9k/yr on avg per advisor. Ok, rant over…)

Guess what? That dirty🤬 d word easily blocks 80% of advisor to advisor referrals just the same. Why?

Whether a client or advisor…
If it’s not intuitive, simple and quick to refer you, delay creeps in. This delays good referrals weeks, months all the way to never. Delay is the killer. 

I talk about in this vid. The good news is it’s easy to fix. I share the 10 min blueprint fix (diy or dfy, grab blueprint in my LI bio or message me if we’re LI buds). 
 
BTW… To the advisors we help learn this delay fix early… you’re going to crush your competition still rolling around in a horse and buggy. AskMyAdvisor® is here to make sure you do. LFG.


P.S. Some bright minds ones I’m guessing who can attest to this…
Stephen Sinwell   Bill Cates, Unlocking Exponential Growth  James Pollard Nathan Latka Oren Klaff Ken Hardison, Esq. Nate Short Andrew Gazdecki Dennis Yu Jeremy Jones Lindsay Rucker Dan Redwine Jason Mesnick  

============
⚙️About the AskMyAdvisor® Method
Creator of B2A™ (Business to Advisor), the aOS™ (Advisor Operating System), the ODP™ (One Direct Path), and the AdvisorOneLink™ (the front door for referrals). All four connect the category, the system, the path, and the front door into one flywheel running 24/7 on autopilot. 

“This is the first of its kind in the advisor world. First mover advisors will win. Laggards will lose. Ready to crush the L’s? We’re here for you! LFG!!👊

Founder, AskMyAdvisor® (SaaS). Ex-financial advisor. Uncovered the real referral killer 5.6M US advisors missed: the “who does what next?” delay. Built a 10-min software fix. DIY free or DFY. Onboards referrals 24/7/365.

Getting used to the LinkedIn newsletter format. A little clunky but works. Check this out.

View newsletter: The AskMyAdvisor® Newsletter

Netflix and Uber killed delay in their worlds. Brian shows what happens when you kill referral delay. 🤫 Referral Secret: There are 5.6M+ advisors in 

Open article: Founder and Billionaire Peter Thiel Meets Brian Ouellette for a “Zero to One” Test of AskMyAdvisor® by Brian Ouellette • 12 min read

Founder and Billionaire Peter Thiel Meets Brian Ouellette for a “Zero to One” Test of AskMyAdvisor®

Just posted this on substack. Will be uploading in my LinkedIn newsletter momentarily. Inner Circle Secret of the Elite Trusted Advisor (Newsletter)

Open article: Founder and Billionaire Peter Thiel Meets Founder Brian Ouellette for a “Zero to One” Test of AskMyAdvisor® by open.substack.com

Founder and Billionaire Peter Thiel Meets Founder Brian Ouellette for a “Zero to One” Test of AskMyAdvisor®

𝐃𝐞𝐥𝐚𝐲 𝐢𝐬 𝐤𝐢𝐥𝐥𝐢𝐧𝐠 80% 𝐨𝐟 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬 from happening.

And the 5.6M advisors* in the US have no idea 𝐢𝐭'𝐬 𝐭𝐡𝐞 𝐫𝐞𝐚𝐥 𝐤𝐢𝐥𝐥𝐞𝐫.

The fact is your clients want to refer you.
But they're stuck.

Not because they don't love you.
Not because they forgot.
Not because they're too busy.

𝐓𝐡𝐞𝐲'𝐫𝐞 𝐩𝐚𝐫𝐚𝐥𝐲𝐳𝐞𝐝 𝐛𝐲 𝐮𝐧𝐜𝐞𝐫𝐭𝐚𝐢𝐧𝐭𝐲.

The go to refer and they are flooded with uncertainty.

Questions arise like...
"𝘚𝘩𝘰𝘶𝘭𝘥 𝘐 𝘴𝘩𝘢𝘳𝘦 𝘩𝘪𝘴 𝘦𝘮𝘢𝘪𝘭?"
"𝘞𝘩𝘪𝘤𝘩 𝘯𝘶𝘮𝘣𝘦𝘳... 𝘥𝘪𝘳𝘦𝘤𝘵, 𝘮𝘰𝘣𝘪𝘭𝘦, 𝘰𝘳 800?"
"𝘐𝘴 𝘮𝘺 𝘢𝘥𝘷𝘪𝘴𝘰𝘳 𝘦𝘷𝘦𝘯 𝘵𝘢𝘬𝘪𝘯𝘨 𝘳𝘦𝘧𝘦𝘳𝘳𝘢𝘭𝘴?"
"𝘐 𝘥𝘰𝘯'𝘵 𝘸𝘢𝘯𝘵 𝘵𝘰 𝘣𝘰𝘵𝘩𝘦𝘳 𝘩𝘦𝘳."
"𝘚𝘩𝘰𝘶𝘭𝘥 𝘐 𝘧𝘰𝘳𝘸𝘢𝘳𝘥 𝘵𝘩𝘦 𝘤𝘰𝘯𝘵𝘢𝘤𝘵 𝘧𝘰𝘳𝘮?"
"𝘔𝘢𝘺𝘣𝘦 𝘐'𝘭𝘭 𝘸𝘢𝘪𝘵 𝘵𝘪𝘭 𝘵𝘩𝘦 𝘯𝘦𝘹𝘵 𝘮𝘦𝘦𝘵𝘪𝘯𝘨."

🛑 𝐀𝐧𝐝 "𝐧𝐞𝐱𝐭 𝐦𝐞𝐞𝐭𝐢𝐧𝐠" 𝐧𝐞𝐯𝐞𝐫 𝐜𝐨𝐦𝐞𝐬.

This is the real problem with referrals.
(video clip with Bill CatReferral Coach Internationalal shares a thought on this)

It's not intuitive for clients how to refer.

Advisors assume: "They'll just call me. Duh!"

Sometimes. But often? They don't.

Because confusion creates delay.
𝐃𝐞𝐥𝐚𝐲 𝐤𝐢𝐥𝐥𝐬 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬.
It’s why 90 percent say they’ll refer, but only 10 percent ever do.
The cure is simple.
Make it effortless for your clients.
Remove delay.

You only need 𝐨𝐧𝐞 𝐩𝐚𝐭𝐡.
One direct path. We call it an ODP™ 
One path means...
No confusion.
No more “This link or that link?”
No more “I’ll do it another time.”

Just 𝐨𝐧𝐞 𝐩𝐚𝐭𝐡 𝐭𝐡𝐚𝐭 𝐞𝐥𝐢𝐦𝐢𝐧𝐚𝐭𝐞𝐬 𝐝𝐞𝐥𝐚𝐲.
This is the ODP™.
Powered by AdvisorOneLink™.
𝐎𝐧𝐞 𝐋𝐢𝐧𝐤. 𝐙𝐞𝐫𝐨 𝐝𝐞𝐥𝐚𝐲. 𝐌𝐨𝐫𝐞 𝐫𝐞𝐟𝐞𝐫𝐫𝐚𝐥𝐬.

We are moving from beta launch to full launch...

Want your Advisor𝐎𝐧𝐞Link™? 
10 minute setup. Free for life for the first 1000 opt ins.
👇 Comment 𝐎𝐃𝐏 for the secret link to request.

*Advisors who are accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors.

Re: Referrals. Can you guess one referral fact that 99.9% of the 5.6M accountants, attorneys, financial advisors, realtors, and other trusted advisors in the US still are totally unaware of?

I break it down in my latest newsletter. (Substack link goes live in ten minutes @ askmyadvisor.)

Want to stand apart from the millions of sheep advisors wasting money on referral gimmicks that do not work, read this and share this (catch the P.S.).

Funny fact: The avg. advisor burns +$9k/year on hacks that never fix the real problem.

Not one of those hacks touches the real number #1 killer of referrals.
In my latest newsletter post I show you what actually kills referrals, why it happens in, and how to remove it for good in 10 minute (I share the DIY and DFY way, they both work).

No more gimmicks. So...
🐑If you want to remain part of the 5.6M DO NOT read this. 

🔥If you want to be one of the few? Read it, share it (plus, get the free gift🎁).


P.S. What happens when you share this with a colleague or top advisor?
Worst case. You make their day showing you were thinking of them!
Better case. You are the one who introduced them to the B2A™ Category and the aOS™ that AskMyAdvisor® has created before anyone else. 
Speed to market matters and we are just getting started.
We are not stopping. 
You can be a pioneer or get run over by the ones who are. 
In the advisor world, early adopters crush the field. LFG! 
Let's crush. Read/share this post.

Confusion creates delay. Delay kills referrals, dead. And 5.6 million trusted advisors are trying to fix the wrong problem. Want to avoid the millions

Open article: The Shocking Reason 80% of Clients Do Not Refer Their Advisor by Brian Ouellette • 6 min read

The Shocking Reason 80% of Clients Do Not Refer Their Advisor

You ever refer other advisors to your clients? Of course you do.

You ever think about the amount of referrals you're losing from these advisors?

You should. 

BTW, you're not losing them because they don't want to send them. Not because they forgot about you. Not because they don't love you.

It's the dreaded dirty 🤬 D word I post about frequently.

It's delay.

The same thing that kills client referrals? It kills advisor-to-advisor referrals too.

Here's what I mean...

Another advisor wants to connect someone with you (aka refer you). 

What do they do?

Text your cell? Email? LinkedIn DM? 
Who contacts who? Should you reach out? Should they?All of the above?

That confusion = delay. And delay = dead referral.

Advisors with solid COI relationships (accountants, attorneys, consultants, realtors) who should be getting consistent introductions... but aren't.

Why? Too many paths. Too much friction.

Your top 20% of advisor relationships drive 80% of your advisor referrals.

So why are we making it complicated for them?

🧠 The fix: OneDirectPath ODP™

One clear path for your VIP advisors to send referrals. No guessing. No delay.

See those questions I noted above. What happens when they are removed?

Delay goes bye bye.

When your VIP advisors know exactly how to reach you, everything moves faster.

No confusion asking "What's the best way to get this person to you?"

No friction wondering if you got their message.

Just clean, consistent introductions that strengthen relationships and increase referral flow.

Without you having to ask.

Your advisor buddies want to send you business. 

Make it stupid simple for them to do it.

One path. No delay. More referrals.

That's it.

Comment ODP if you want the one page way stop set this up in 10 minutes (DIY or DFY, they both work)

No alternative text description for this image

🚨 Just the tip of the day
𝐃𝐞𝐥𝐚𝐲 𝐢𝐬 𝐭𝐡𝐞 𝐤𝐢𝐥𝐥𝐞𝐫 𝐨𝐟 𝐚𝐥𝐥 𝐠𝐨𝐨𝐝 𝐭𝐡𝐢𝐧𝐠𝐬. 𝐊𝐢𝐥𝐥 𝐃𝐞𝐥𝐚𝐲. 𝐖𝐢𝐧 𝐦𝐨𝐫𝐞.

In getting results (of any kind), this is irrefutable.

Try it out:
Delay is the killer of ___________ (fill-in-the-blank).

"Doing that new thing."
"Going to that new place."
"Reaching out to that person."

Initially, I applied this to referrals 
(Re: referral hand-off delay is the #1 referral killer, blocking up to 80% of referrals).

As our delay story develops, it's showing up everywhere.

I've yet to find an error in this filter.

This leads to the obvious question: How do you fix it?

Catch where it's appearing. Remove it.

Use the delay finder question:

If it takes 5 steps to get ___________ (result)...
How can the result happen in 4 steps? Or 3? Or 1?

Each step removed reduces the delay death trap.

What happens then?

The result gap closes.
Results happen faster.

Guess what?

This is a rare tip that no one can argue against.

It is not possible to add steps and accelerate results at the same time. They cannot coexist.

Want faster results in anything?

Reduce the steps.
Reduce the delay gap.
Win more.

LFG!

P.S. Someone come to mind this would perk up their ears? Share it with them. Worse case. They learn you were thinking of them (sometimes that alone makes someones day). Better case you help them. Win. Win.

Heard of the Diffusion of Innovation bell curve?

I came across this concept years ago, and it recently came to mind when I was thinking about the internet becoming mainstream. Looking back at how email used to be treated really puts things in perspective.

When I was at PaineWebber, you wanted to email a client? Here's what that looked like: Draft it. Send it to compliance. Get it back. Make edits. Send to compliance again. When the final draft was ready, you could finally hit send. 

That was tedious, to say the least.

But there was an adoption curve. Now everyone and their mother uses email without a second thought.

It seems like a similar thing is going on with AI. The difference? Speed. What took years with the internet is now happening in months, sometimes weeks.

This keeps taking me back to that bell curve over and over. Human nature hasn't changed much since the caveman era, after all.

One thing I've realized: the way this curve works out, it's actually a protection vehicle for humanity.

What do I mean? If we were all early adopters, it would take just one mistake and poof, we're gone. If we were all laggards? We'd still be living in caves.

On the 0 to 10 scale in the image, where you at? Mark in the comments.

To the advisors* out there: Do you know about The 9010 Factor?

90% of your clients say they'd refer you.

But only 10% actually do.

That's not a trust problem.
That's not a service problem.
That's not even an asking problem.

It's a path problem.

Here's what's happening.

That 80% gap between intention and action? It's dying in the referral onboarding process.

Your clients want to refer you. They really do.

But the path isn't intuitive. It isn't simple. It isn't straightforward.

They're thinking...
Do I give out a phone number? An email? Will my friend get lost in voicemail? Should I make an introduction first? What if they have a quick question?

Each question = delay.
Each delay = death.

The 9010 Factor is the baseline of the AskMyAdvisor® OS.

It's built on one principle: Simplify the referral onboarding path.

When you remove friction, that 80% starts moving.

Simple math here.

If you're getting 10% to refer now, and you unlock even half of that 80%?

You just boosted referral output by 2x to 4x%.

But here's the bonus most people miss.

What happens when the 10% who are already referring... refer more?

Because they will.

When the path is frictionless, your best referrers don't just maintain. They multiply.

The advisors who fix this don't just close the 9010 gap.

They break through it entirely.

Want to see how to simplify your referral path in under 10 minutes?

Grab the one-page playbook in my profile. Free right now.

80% of your referrals never reach you. Do this to fix.

The AskMyAdvisor® 9010 Factor: "Polls report 90% of clients say they'd refer their advisor, yet only 10% do." What about the 80%? They don't refer due to this, https://lnkd.in/gPNdjz2z. 

In a nutshell: Confusion+delays are the death of referrals from the 80%. Confusion+delays and you open up the 80% to easily refer and get the 10% to refer more.

This is what we do. This is the AskMyAdvisor® Method. The 9010 Factor: Baseline of the AskMyAdvisor® OS
What is it? Client polls report that 90% of clients say they'd refer their advisor, yet only around 10% do. 
The reason that 80% do not is that referral onboarding is not intuitive, simple, and straightforward.
Simplify the path for referral onboarding to boost referral output by 800%
Bonus: What happens when the 10% referring now refers more?

Clients... 90% want to refer you. Only 10% do. Let's fix that in 10 minutes.

In the U.S., there are over 5.6 million advisors.

For producers, referrals are King, but they are all chasing the wrong fix.

This comes at a cost of over $50 billion per year and over $9,000 per year each (on average) chasing gimmicks, tricks, and gadgets.

The real referral killer?

It's the gap that occurs at referral handoff.

Brian's approach takes friction out of the equation.

"As they often say on The Mandalorian, This is the way."
Deloitte Vice Chairman (retired), Stephen Sinwell

We agree with Steve.

We found the number one referral killer and the remover.

It's the foundation of the AskMyAdvisor method.
#1 Client Builder: Referrals.
#1 Referral Killer: Delay.
#1 Delay Killer: Speed.

Think about it.

When someone refers you, what happens next?

Usually, there's a text. An email. A phone call. Maybe a business card passed along.

Then... nothing. Or worse, a long wait.

The momentum dies. The trust fades. The referral goes cold.

That gap between the referral moment and the actual connection is where most opportunities disappear.

Speed isn't just important. It's everything.

The AskMyAdvisor method eliminates that gap entirely.

One path. No delay. More referrals.

No complicated systems. No expensive gadgets. No tricks.

Just a simple, proven way to capture referrals at the moment they happen.

Stop wasting money on things that don't work.

Start focusing on what actually kills your referrals: delay.

Want to fix it in about 10 minutes.

We'll show you here ($0 cost) askmyadvisor.pro/blueprint

That is all.

*Advisors who are accountants, attorneys, consultants, financial advisors, realtors, and other trusted advisors.

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Brian Ouellette

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The Battle

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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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