The AskMyAdvisor Q&A Referral

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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
Jan 10, 2021

Data safety

Developers can show information here about how their app collects and uses your data. Learn more about data safety
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What's new

Sentry bug reporting added