AskMyAdvisor, revolutionizing the bridge between clients, their vast relationships and connections to financial advisors
Brian Ouellette, Founder of Pro Athlete Direct and Founder/Creator of the new software service (or SaaS) company AskMyAdvisor joins Enterprise Radio. AskMyAdvisor plans to revolutionize the bridge between clients, their vast relationships and connections to financial advisors.
- What’s the reason you originally started Pro Athlete Direct?
- What is the key thing you’ve learned the past 10 years working with financial advisors on the other side of the desk & sports agents?
- What is the AskMyAdvisor app and what does it have to do with Pro Athlete Direct?
- How does it work if I’m a financial advisor? How does it work on the client side?
- Where can one get more information?
For a decade, after graduating from the University of Washington, Brian was a financial advisor working in Chicago on the Chicago Board of Trade (CBOT), on Wall Street in NYC & in Seattle’s financial district.
In 2000, while at Oppenheimer & Co., Brian was invited to be the Market Commentator for Q13 FOX News This Morning. From the studio the TV network built in his office, he reported live, daily for over 3 1/2 years. Credited with over +3,000 live TV appearances in Seattle to as far away as Washington DC, he reported to the 12 largest media market in the US during the biggest boom & bust in the history of the US stock market.
In April 2004, he sold his practice & launched Shoewallet Active Gear. Since then, the “Shoewallet™” has been featured on: NBC’s Today Show, CNN, NY1 & over 250 radio stations. In addition, it’s been featured in Shape magazine, Runner’s World, Women’s Day & many others in the US & abroad. Shoewallet has produced private label Shoewallets for such brands as: Boeing, The Department of Defense, Skechers, Southwest Airlines, UCLA, Virginia Tech University, Dunkin’ Donuts, The US Air Force, Komen Foundation, John Hancock, The Boston Marathon & 100’s of others around the US & Canada.
Leveraging his 10 years of experience in finance, in September 2010, Brian launched Pro Athlete Direct™ as an Education Based Marketing service to connect sharp financial advisors & realtors with sports agents to help pro athletes better manage their money for the short, mid & long term.
NEW: In Q3 Brian has launched the new, SaaS company, AskMyAdvisor [By Invitiation]. This software allows financial advisors a simple way to strengthen their relationship with their top 25 clients, while helping the people who matter most to their clients in a simple, straightforward way.
This service is something that just about any driven financial advisor can use to strengthen their current client relationships & raise more assets from them, while getting same day introductions from these same clients to the people closest tothem. All of this done online & automatically.
Brian coaches his private members who are financial advisors & realtors based in the US to a far as Zurich, Switzerland. Member backgrounds range from former pro athletes from all major sports (including Super Bowl winners, MLB All-Stars, Olympic medalists) turned financial advisors, Barron’s Top 100 advisors, Forbes Top Wealth Advisors, top producing realtors to sharp advisors & agents earlier in their careers (min. of 5 years experience required to be considered for membership) & everyone in between.
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