The AskMyAdvisor Q&A Referral

Content rating
Screenshot image
Screenshot image
Screenshot image
Screenshot image

About this app

The AskMyAdvisor is a simple, fast, and secure app designed exclusively for our members who are accountants, financial advisors, attorneys, and realtors.

The AskMyAdvisor Q&A app lets you build your Q&A Landing Page and share a personal URL with your top 25 clients where they can ask questions, and you can answer them 24/7.

Clients are also invited to share the Q&A URL with the people in their lives, including family, friends, social media circles, etc., who have questions concerning finances or are looking for a second opinion. This is a new and easy way to interact with the experts without any barrier of time, place, or hesitation.

What can you get from the AskMyAdvisor app?
- It is a complementary communication channel in addition to the traditional ways of communicating & helping clients.
- It’s a rapid Q&A app for advisors.
- It’s easy to use.

Step 1. Build your Q&A landing page online and get it live with your personalized URL within a few minutes.

Step 2. Share this URL with your top 25 clients to ask their questions. The clients are welcome to share the Q&A URL with the people in their lives.

How does this phone app work for advisors?
-When questions are sent, advisor members receive instant notifications on their phones. This allows them to reply within minutes and strengthen relationships with their clients & add new ones.
-The app connects the members directly and instantly, allowing them to reply either through email or phone.

As a member, grab your app access here at a $0 charge.
Updated on
Jul 28, 2023

Data safety

Safety starts with understanding how developers collect and share your data. Data privacy and security practices may vary based on your use, region, and age. The developer provided this information and may update it over time.
This app may share these data types with third parties
App info and performance
This app may collect these data types
Personal info
Data is encrypted in transit
You can request that data be deleted

What's new