Artfully Acquiring Referrals W/ Brian Ouellette

Driven To Win - Ein Podcast von Chaz Wolfe - Montags

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Host Chaz Wolfe brings on Brian Ouellette, a 7+ figure king in the client referral industry. A retired financial advisor, Brian uses his passion for helping retired pro athletes achieve a stable financial future into a trifecta of businesses. Brian is the Founder at Ask My Advisor, Pro Athlete Direct, and Shoewallet Active Gear, LLC. Brian has been using his experience to coach financial advisors for the last 12 years. In this episode, Chaz and Brian discuss the 80/20 rule, removing friction to avoid losing momentum in business relationships, and the status play of artfully acquiring referrals. Tune in now to learn from Brian’s years of experience so you can grow your business to 7 figures and beyond! During this episode, you will learn about;[01:50]  Intro to Brian and his business[03:17]  Why Brian continues to push[06:15]  How Brian moved into entrepreneurship[16:17]  A good decision Brian made[21:14]  Brian’s thoughts on SaaS[23:52]  A bad decision Brian made[26:48]  If Brian could track one metric, what would it be?[32:38]  Brian’s book recommendation[34:04]  What would Brian tell his younger self?[35:52]  How to connect with Brian[37:42]  How to connect with Chaz and info on the GTK 90 day intensiveNotable Quotes“We're so focused in getting new clients every which way. We rarely go the opposite way and focus on our best clients and develop those relationships.” - Brian Ouellette“A lot of those pivotal single moments happen in challenging times.” - Brian Ouellette“Your best center influence are the people that are writing checks to you and paying you a fee, paying the commissions, using you and staying with you, being loyal to you.” - Brian Ouellette“Back and forth is a business killer.” - Brian Ouellette“When we find a way to eliminate a step that somebody has to use, it is gold.” - Brian Ouellette“Simplify. Make it crystal clear. Make it black and white so it's easy to implement.” - Brian Oullette“The reality here is ‘simplify’ because it can be trained.” - Chaz Wolfe (Host)“Each time we eliminate a layer, we open up possibilities.” - Brian Ouellette“Growth is expensive.” - Chaz Wolfe (Host)“Don't beat yourself up so bad over the little things.” - Brian OuelletteBooks and Resources Recommended:Think and Grow Rich by Napoleon Hillhttps://www.amazon.com/Think-Grow-Rich-Napoleon-Hill/dp/1515406830/ref=tmm_pap_swatch_0?_encoding=UTF8&qid=1668737714&sr=1-1Let’s Connect!Brian Ouellette:Website:  https://askmyadvisor.co/LinkedIn:  https://www.linkedin.com/in/sbrianouellette/Facebook:  https://www.face book.com/sbrianouelletteChaz Wolfe (Host): Website:  https://www.chazwolfe.com/gathering-the-kings.htmlFacebook:  https://www.facebook.com/chazwolfe/Instagram: 

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