AskMyAdvisor

iPad / Economie et entreprise

The AskMyAdvisor app is built exclusively for our members who are accountants, financial advisors, attorneys, and realtors.

We bring a Q&A app for advisors so that they can help their clients online, 24/7. This Q&A app also extends to the people in their clients’ lives who need guidance, too.

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

Clients are also invited to share the Q&A URL with the people in their lives who have questions, need for a 2nd opinion, etc. This is a new way to

What can you get from this 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. Just build your Q&A landing page online. It’s fill-in-the-blank. Then you just hit submit and your landing page & personalized URL is LIVE.

Step 2. Share your personal URL with your top 25 clients to ask their questions. They are welcome to share the Q&A URL with the people in their lives who have questions, need a 2nd opinion, etc.

What does this phone app provide advisors? 2 key features.
When questions are sent, advisor members receive instant notifications on their phone. This allows them to reply within minutes, giving them an edge. This strengthens current relationships with your top clients and builds new relationships, quickly.
Reply from phone with 2 buttons. One is to reply via email. One is to reply via phone. The app connects the member directly, instantly, to either selection.
As a member, grab your app access here at $0 charge.

Quoi de neuf dans la dernière version ?

Fixed login screen UI