Katherine (Kat) 🇺🇸 Ramirez

10X Business Broker

Hard Work + Positive Cash Flow = Higher Offers!

Helping Entrepreneurs Create Their Exit Plan Whether that Means Selling Your Business to Retire or Selling your Business to go on to the next venture!

Meet Kat Ramirez, CEO, Confidential, Experienced & Trusted

With over 30 years of marketing, advertising & sales experience. Kat offers expertise as a sought-after Business Consultant and Respected Community Leader. Katherine’s sales, marketing, and consulting expertise have covered five major markets with high-profile broadcast television companies across the United States.

Kat has worked with businesses all of her career helping them grow their business. Now, she is helping businesses exit by selling their business to people who want to buy businesses. Kat's mission is to help as many business owners transition from ownership to selling their business for the best offer!

Do you or someone you know plan to sell their business or would like a FREE business valuation to see what their options are? 

Book a FREE consult here:

www.calendly.com/10xbusinessbroker

Katherine is a veteran of the United States Air Force which she served before her career began. 

Check out 10X Business Broker Now:
www.10xbusinessbroker.com

I'd like to get on a Call to see if I can help you get the results you need when you sell your business. 

www.calendly.com/10xbusinessbroker

Chief Executive Officer

Hashtag SocialBuzz

🔥 Social Media Content for $99 a month! 🔥 

DONE FOR YOU - Social Media Marketing!

Strategic Social Media Content Delivered up to 5 Days a Week!

Your First 30 Days are FREE! 
We create engaging content for your business so you don't have to Stress out trying to create Content! 

We Provide: 
➡️ Original Content Designed for Your Business!
➡️ Up to 5 days a week!
➡️ Strategic Content Calendar
➡️ Dedicated human Support via email and chat 

🔥🔥  Just $99 a month! 

Absolutely - NO RISK to Sign Up Today: 
✅ No Contracts
✅ No Set Up Fees
✅ No Surprises
✅ Cancel Anytime! 

What are you waiting for?

⬇️👇 ⬇️👇⬇️👇 

Get started today!  

FIRST 30 DAYS ARE FREE!

www.hashtagsocialbuzz.com 

#SocialBuzz - 100% Done For You for as low as $99/month 
Sign Up today! 
www.hashtagsocialbuzz.com

We also white-label our program for other marketing businesses or consultants looking for an opportunity to add another revenue stream. Contact me to learn more!

https://calendly.com/adbidtise

Need Leads please check out:
www.linkedin4yourbusiness.com

adBidtise

“Any Business not bringing in New Business is going out of Business!”  ~Warren Buffett

🔥Helping Businesses Stand Out & Grow - With nearly three decades of business consulting and entrepreneurial experience focused on Marketing, Lead Generation, Sales, Business Development, Business Leadership & Business Management. 
____________________________________________________________________

adBidtise was created to address the ongoing need for businesses to have access to a resource for marketing education, advocacy, accountability, and someone that would have your back so they can make good business decisions when it comes to your marketing investments. 

FACT: 50% of Businesses will FAIL in the 1st Year! 
FACT: 95% FAIL within 5 years! 
FACT: Over 85% of Businesses Don't advertise at ALL!

adBidtise will hold your hand and walk you through the marketing process so that you have confidence in the marketing programs you choose to invest in. 

Every Business should have marketing options to fit their budget needs no matter what their budget is! 

Katherine is a woman-owned, veteran-owned, and minority-owned business leader in the marketing marketplace. For more information on how we can help your business please go to:

www.adbidtise.com

adBidtise Social Media Links:

Please Follow KATHERINE RAMIREZ on LINKEDIN she is a LinkedIn Influencer with over 140,000 followers
https://www.linkedin.com/in/katherineramirez

WEBSITE
www.adbidtise.com
www.hashtagsocialbuzz.com
www.linkedin4yourbusiness.com
www.10xbusinessbroker.com
www.katherineramirez.net
www.5starlisting.co

LINKEDIN
https://www.linkedin.com/company/adbidtise

FACEBOOK
https://www.facebook.com/adbidtise

INSTAGRAM
https://instagram.com/adbidtise

TWITTER
https://twitter.com/adBIdtise

YOUTUBE
https://www.youtube.com/channel/UC8pTYpCssCAM8A3G7u8YX-Q

YELP
http://www.yelp.com/biz/adbidtise-milwaukee

Pinterest
https://www.pinterest.com/adbidtise/pins/

Founder & Creative CEO

Golfing Buddy

🔥 The #1 Golfing Social Network Community to Join! 🔥

Let's Play More Golf! 

Join our growing community of Golfers. 

Find Your Golfing Buddy Today!

We have over 55,000 members and GROWING FAST!

Created for Beginners, Intermediate, and Pro Golfers.

Whatever your level of play is we created Golfing Buddy for Beginners, Intermediate, and Pro Golfers.


Sign Up Today

⬇️👇 ⬇️👇⬇️👇 

www.golfingbuddy.io

⬇️👇 ⬇️👇⬇️👇 

Learn about our partnership programs:

www.golfingbuddy.info

Let's Play More Golf ⛳

Founder

G.I. SisterHood

G.I. SISTERHOOD

"I, _____, do solemnly swear (or affirm) that I will support and defend the Constitution of the United States against all enemies, foreign and domestic; that I will bear true faith and allegiance to the same; and that I will obey the orders of the President of the United States and the orders of the officers appointed over me, according to regulations and the Uniform Code of Military Justice.
So help me God."

We want to Celebrate women who have served!
 
We are taking nominations for Stories of Women who have served to protect our Freedom.  Please tell us about someone you love and adore that you want to Honor.

www.gisisterhood.com

CEO & Founder

WDJT CBS 58

2014 Surpassed New Business Revenue Goal by 110%
2014 Tripled Telemundo Revenue from 2013
2013 Record High Revenue Total in new Business Development in the history of the station
2013 Tripled Telemundo Revenue from 2012
2012 Tripled New Business Revenue on all platforms to include 7 Major Networks CBS58/WMLW/MeTV/Telemundo WI/ThisTV/BounceTV/CBS58.com from 2011
2012 Doubled Revenue billing on Telemundo from 2011

CBS 58, Telemundo Wisconsin, THIS TV, MeTV, WMLW, Bounce TV, Touch Vision, MoviesTV, and CBS58.COM. My primary role was to budget 7 Television Networks in order to achieve the annual goals. I managed a team of managers, account executives, and support staff. I was also responsible for managing and supervising the station's inventory and pricing grid. My other responsibilities include supervising budget achievement, market share growth, inventory control, packaging, pricing, and supervising the managers, account executives, and sales assistants. I conducted all of the team performance reviews and provided training to develop high volume sales program. I was responsible for managing and nurturing the activity of every major key account. My day-to-day responsibilities included working with the management team to assist and guide them in training, negotiating, positioning, and forecasting. I was responsible for training my team to strategically position the networks in the marketplace in order to leverage our share for any and all negotiated business. I have a critical appreciation of all the elements of marketing, advertising, and sales and how they affect all the other departments within an organization. I have a thorough knowledge of various forms of research and analytics and the role they play in capturing new business for an organization. I am also very familiar with CRM as a tool for prospecting, budgeting, and account management. I reported directly to the CEO.

Multi Network Sales Marketing Manager

NBCUniversal Telemundo Enterprises

2014 Surpassed New Business Development Revenue Goal by 10%
2014 Tripled Telemundo Revenue from 2013
2013 Record High Revenue Total in new Business Development in the history of the station
2013 Tripled Telemundo Revenue from 2012
2012 Tripled New Business Revenue on all platforms to include 7 Networks CBS58/WMLW/MeTV/Telemundo WI/ThisTV/BounceTV/CBS58.com from 2011
2012 Doubled Revenue billing on WYTU Telemundo WI from 2011


Weigel Broadcasting Group in Milwaukee - Manage all Telemundo WI activity and Sales Account Excutives for the state of Wisconsin.

Area Sales Marketing Manager

ABC News

2010 RECORD YEAR for total billing at KETV the highest revenue the station has ever generated
2010 Hit every platform budget
2009 Grew KETV revenue by 1 share point in a down economy
2008 Grew KETV revenue share by 1.5 points

KETV - ABC Affiliate HEARST TELEVISION -  My major role was to budget the total revenue of the station’s budget in order to achieve our annual goals. I managed twelve account executives and four support staff.  I am also responsible for managing and supervising the station's inventory and pricing grid.  My other responsibilities include supervising local revenue budget achievement, market share growth, local inventory control, packaging, and pricing, and supervising all the account executives and sales assistants including managing staff performance and providing training to develop local sales programs. I am responsible for managing the activity of every local account on KETV. My day-to-day responsibilities include working with the sales team to assist and guide them in negotiating, positioning, and forecasting within the broadcast sales cycle. I am responsible for training my team to strategically position the station in the marketplace in order to leverage our share for any and all local negotiated business.  I coach and train my team to create highly developed relationships within the advertising community.  I train my team to understand the negotiation processes in order to increase our share of the marketplace. I train my team to have a firm understanding of the dynamics of the television production process, the forecasting process, and a solid understanding of programming and how to project or estimate program ratings. I have a thorough knowledge of Marshall Marketing, analytics, budgeting, forecasting, and the role they play in educating and capturing our share of new business within the market.  I am also very familiar with Matrix as a tool for budgeting. I reported to the VP

Regional Sales Marketing Manager

The CW Network

Increased National Sales from 10% in 2006 to 15% in 2007
Increased National Sales from 6% in 2005 to 10% in 2006 – Market was down
Increased National Sales from 2% in 2004 to 6% in 2005

WBUW Madison's CW ACME TELEVISION -  I was responsible for the activity of national accounts on WBUW. My day-to-day responsibilities include understanding and knowing what our fair share of the market was to be able to negotiate position and forecast within the broadcast sales atmosphere to achieve my targeted goals. I was responsible for positioning the station in the marketplace in order to leverage our entitled share for any National negotiated business on WBUW.  I created highly developed relationships within the management environment and I understand the negotiation processes in order to gain our fair share of the marketplace. I have an understanding of the dynamics from every department to include pricing the station, the television production process, the commissioning process and a very good understanding of programming rights. I have a critical appreciation of all the elements of broadcast advertising and all the departments it affects. I was responsible for controlling inventory and building the pricing model for the station in order to meet budgets and increase year-to-year share goals. I reported directly to the CEO and the Director of Sales for Acme Communications.

National Sales Marketing Manager

KWBQ-TV

Top Performing Sales Manager with KWBQ/KASY from 2000 to 2002 increased sales 25% Year to Year for 3 Years.

KWBQ/WB19 & KASY/UPN50 ACME TELEVISION -
New Business Sales Manager – I was responsible for managing a team that was responsible for prospecting new Local, Regional, and National clients within the state of New Mexico. I was responsible for training my team to make extensive cold calls and sales presentations that included broadcast and our web solutions to new prospects as well as regional agency contacts representing key accounts in the state of New Mexico. I was responsible for helping my team pitch and offer the full resources of educational selling with television advertising, digital advertising, and partnership programs that were available to our client base. We made conceptual presentations to local clients, agency representatives CEOs, and marketing directors within corporations throughout the region. I would help my team identify the problems within an organization and offer a solution appropriate to the situation.

Business Development Marketing Sales Manager & Consultant

🔥 M&A Advisor and Business Broker | We 10X Your Results, Your Service and Your Offers | Ready To Sell Your Business? Get a Free Biz Valuation Now | Veteran | Woman of Influence Award Recipient | HIT FOLLOW To Learn More

Ready to Sell Your Business? *******Get a FREE Business Valuation Today:
www.calendly.com/10xbusinessbroker

We offer a Free Business Valuation so you know what your options are and you can plan your exit successfully!

We have Buyers Ready to Buy Now - They are looking for Businesses just like yours. 

We help you sell your businesses by finding the RIGHT Buyer.

10X Business Brokers offer expertise as Merger and Acquisition Advisors, Business Broker Consultants, and respected experts in the Business Broker marketplace. 

10X Business Broker - We 10x Your Service, Your Results, and Your Offers

Ready to Sell Your Business? 

Not Sure What Your Business is Worth? 

🔗 www.10xbusinessbroker.com

Get a FREE Business Valuation Today:
www.calendly.com/10xbusinessbroker

Looking for a business to buy please check out our current listings:

10xbusinessbroker.com 

We look forward to meeting you! 

Kat

__________________________________________________

I am a serial entrepreneur and have founded adBidtise, #SocialBuzz, 10x Business Broker, and my passion project ⛳ Golfing Buddy. I am a woman-owned 💋, veteran-owned 🇺🇸, and minority-owned 🌶️ business leader and supporter of any organizations that align with my values.

__________________________________________________

💋 100% DFY Social Media Management 😻 Learn More Now!

100% Done For YOU Social Media - ONLY $99 a Month and the first 30 Days are FREE! Need to be Consistent on Social Media!
🔗 www.hashtagsocialbuzz.com

The #1 Reason Businesses Succeed! 

CONSISTENT MARKETING!

Your job as a business owner is to remind your current and future customers Who You Are, What You Do and How to Get a Hold of You - EVERY DAY!

Over and Over and Over - Relentlessly!

Marketing is meant to be a consistent ongoing campaign - It is not a one-and-done concept.

Do you have a Business Development plan in place? 

We provide YOU:
LinkedIn Optimization 100% Done For You - I help you STAND OUT on LinkedIn so People want to Connect to YOU!

Lead Generation 100% Done For you - If you are time-starved and need leads. 
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100% Done For YOU Social Media - ONLY $99 a Month and the first 30 Days are FREE! Need to be Consistent on Social Media!
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Contact me today to Stand Out & Grow Your Business!
🔗 www.calendly.com/adbidtise

adBidtise - Full-Service Marketing Agency - Websites, Local Ads and Digital Services. 
🔗 www.adBidtise.com

🎉 Just had an incredible experience attending PSAI 2025 Convention & Tradeshow! 🎉  - via #Whova event app

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Hey LinkedIn Entrepreneurs and Business Owners

Let's hear from you 

How would you finance the Purchase of a business?

#buyabusiness #businessbroker

How do you prefer to finance the purchase of a business?

The author can see how you vote. Learn more

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).

90% of advisors have clients who'd refer them.

Only 10% actually do.

That 80% is where the goldmine sits.

Your best clients thinking about you when someone asks for a referral...

But by the time they find your email, grab your card, or remember your LinkedIn, the moment's gone.

Delay kills referrals. Not bad timing. Delay.

The AskMyAdvisor OS fixes this with AdvisorOneLink™:

One encrypted link your VIPs can access, use and share anytime, anywhere.

Here's what happens when you remove friction:

☑️ Zero delay between intent and action
☑️ Always-on private access (no hunting for contact info)
☑️ 2 Advisor Inner Circle seats for your top COI partners
☑️ SOC 2 compliant security for trusted advisors
☑️ Personalized, shareable link that works 24/7

Featured in the WSJ, Business Insider, and Entrepreneurs on Fire.

"Brian's approach takes friction out of the equation." Vice Chairman at Deloitte, Steve Sinwell 

Built exclusively for accountants, attorneys, financial advisors, realtors, and consultants with 3+ years in production.

Limited founding member seats per category.

Want your AdvisorOneLink™ activated for FREE?

1. Connect with me
2. Comment "ONELINK"

I’ll send over a private invite.

Founder, AskMyAdvisor®. Introduction delay is the #1 referral killer (and #2 isn’t close). We remove it in 10 minutes with AdvisorOneLink™. The complimentary blueprint shows how.

“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!!👊

To the advisors* out there: Do you know the avg. advisor marketing spend in the US is +$9,000/yr?

In the ballpark for you?

Advisors who are... accountants, attorneys, financial advisors, realtors and other advisors, together, spend more than $50B/yr. on their marketing/sales budgets.

The problem? Most of it is wasted on gimmicks that don't fix the real issue.

Let’s back up.

👑Referrals are king, bar none!
If you've been in a business a few years, if you're not 100% by referral, at least half of new clients should be coming from referrals, right?
(<50% there are other issues).

Referrals aren’t one of many ways to grow. 

They are the way to grow.

That means at least 50%, if not all, of your marketing budget should be focused on building them.

Here’s where it breaks down.

The real killer of referrals isn’t you need to ask more. It isn't that you need to offer better incentives (we say do neither).

The real killer of 80% of referrals?  Delay.

Every unnecessary step between a happy client and their referral kills momentum. 

The referrer wonders...
What number to share, who contacts who, will an email get lost in the inbox, can non clients ask questions, etc. etc.

Until you fix that bottleneck, the $50B/yr. gimmicks are not going to work.

So you have to ask, what if you made yourself easier to refer?

What if you did this just by removing that dirty D 🤬 word?

Ah-ha, that could change things. 

It does.

We have the simplest delay remover possible.

Takes less than 10 minutes. You can DIY it or have it DFY (done for you).

Want the one-page playbook (Free right now, plus you get a free for life AdvisorOneLink™)? 

Grab the link in my profile.

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®

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)

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.

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®

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The Battle

Katherine (Kat) 🇺🇸 Ramirez

Brian Ouellette

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The Battle

Katherine (Kat) 🇺🇸 Ramirez

Brian Ouellette

Followers

Posts

Engagements

Likes

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);}Katherine (Kat) 🇺🇸 Ramirez's LinkedIn Performance

Performance ScoreBrian Ouellette's LinkedIn Performance

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Performance ScoreKatherine (Kat) 🇺🇸 Ramirez's LinkedIn Performance