97 | Artfully Acquiring Referrals W/ Brian Ouellette - podcast episode cover

97 | Artfully Acquiring Referrals W/ Brian Ouellette

Nov 21, 202239 minEp. 97
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Episode description

In this episode, Chaz Wolfe is joined by Brian Ouellette, a SaaS entrepreneur. They discuss Brian's "Ask My Advisor" method, his journey to realizing his business model, and the financial struggles of retired athletes. They also delve into Brian's book, his best business decisions, and ways to use Aspire Advisor's method. The episode concludes with advice for young entrepreneurs and ways to connect with Brian.

Transcript

On today's episode of Gathering the Kings. 60 percent of athletes with its 2 to 5 years of retirement are having major financial issues. And that's the conservative. They go as high as 78% of NFL players are having massive props in their money. And I saw those numbers. I'm like, oh my, that's I was blown away by But that is a problem. Whoever the advisors, the accounts, the attorneys, the financial advisors, real estate advisors work with these athletes, 60% of them are failing.

Yeah. So that was a light bulb. You are listening to Gathering the Kings with Chaz Wolf featuring fellow 78 and even 9 figure business owners who have real battle scars from business and life, but have prevailed as the king that they are designed to be. We welcome high performing entrepreneurs to the stage in order to reveal today. We dissect the good and bad decisions they've made along the way Chaz give a true and accurate picture of the journey of success and how you too can get there.

Through this dialogue, you will learn the value of growing your network and surrounding yourself with power players and kings like today's guest. Grab your pen and notebook because we're about to dive in. What's up, everybody? I'm Chaz Wolfe, gathering the Podcast. And I've got Brian Ollett here on the King stage. My brother, how are you? Doing good, Chaz. Good to see you, bud. It is great see you as Wolfe, even though it's the wee hours of the morning.

If the guests have a pleasure of of watching the video here, they get to see the sunrise come up in in your drop there. Yeah. The lighting is gonna get better as we go here. So it's good. It's good. Brian, we got a business. Are you, my man? I remember that way. And you get to see the sun Sunrise. I love the sunrise. Beautiful. That's a good one. Sunrise Sunset. A 100%. Yeah. It all works. There's that old adage. Beat the sun up. So you you did that here today. Yeah. Yeah. Always.

Brian, what kind of business are you in, man? You know, so I'm in a SaaS business, software service, built a software app over the last well, it's 2 years, September for 1 year 2021 when it got knee deep 7 days a week. Been building this thing out 7 days a week since then. So 2 COVID 2 years now. Love it. And what does the software do?

So the software in we'll probably touch on it, either my background in even in college or out of college, Wolfe Street interested me, so I moved out of your neck of the woods out of Chicago working in the Chicago board trade. We got in finance out there. I got all my licenses. Was a stock broker for 10 years, got out of the business, started a sports apparel company, which every financial advisor does, and you go from being a financial advisor. Started a sports apparel company from nothing.

And then began coaching pro athlete advisors in 2010 after a sports agent buddy of mine We may touch on this, but, Sherpa, this crazy statistic on pro athletes and their money. Coach for 10 years is things evolved in the 2017 or no. Yeah. 2017, 2018. I began to see a beginning to uncover something specific about client development, and the software's pulled all that up.

And so specifically professional services, you're bringing not only a client together, but referrals and all kinds of fun stuff for professional services. And so I'm sure we'll get into more, like you said, but at this stage in the game, like you've had several careers along the way, several businesses along the way, several ideas. You've been extremely successful. Why are you still at it? Like, why develop a new software a few years ago? Why go 7 days at a week, knees deep in it?

Why are what are you pressing for? That's a good question. And when you're in the midst of it, you often don't even think about Chaz. Because it's what you're in. It's you've you've identified, like, what you really want.

Yeah. And to me, it's pulling everything together Every everything so my experience is even in college when I was cold calling for for stock brokers in the business and learning about the working on the Chicago board of trade and watching the trade again, how everything worked, and then get out of the business for a while doing something completely different but still very relationship driven all all about Chaz.

And then going back and now coaching these pro athlete advisors, many of them were former athletes, Olympians, Super Bowl winners, turn advisor, all this, everything starts to come together. And really what the software is everything coming together from what I've learned on all sides of the desk. Yeah. And then being a client too and seeing all these things.

And that's really the seed of the ask my adviser method, the method that we discovered, worked with these pro athlete advisors and the importance of a center in folks relationship and the importance, the Pareto principle, just each year, eightytwenty rule, just to me, is more in my face. Like, with everything. I just start seeing it. It's like rain man. Right? You start seeing, like, just you'd see things a little bit differently.

And at the core of it, basketball advisor method is about Flipping. We're so in business. Often, we're taught this early on. We watch it. We're so focused in getting new clients every which way, we rarely go the opposite way and focus our best clients and develop those relationships Yep. And they ask my adviser method. That's a 100% what it's about. So if you're gonna ask me what's distinct about it, it's the focus on your best clients.

The ones that are giving you 80 percent of your revenues, We're all about them and their circle of influence. Yeah. Yeah. I love that. And you're a 100% right. There's this huge on sales and getting a new client or getting a new project or getting a new deal. And a lot of times, it's just difficult to manage the back end because it is relationship. It is value. It is pouring in. It's paying attention. All the things that it's just easier to go get another new client.

And so I think that you're on to some thing. I think that the client experience Chaz well as pressing into those relationships actually is where the money is in sales and the and the sales process sales training, it's the monies and the follow-up. It's the same thing. Yep. Even if you haven't gotten the client yet, the money is still in the relationship building portion of I love that. I love how you brought it all together too.

I think that every entrepreneur at some stage, and this is a little bit of the king mindset that we use even inside of Gathering the Kings are like, there's a little along the way that we go through as entrepreneurs, and we transition into the next. And I think that there's a play here inside of being a king where you're you look back and you go, okay. So I had it experienced here. How do all these things come together? Because that's probably what you were really made for.

Was to bring all those things together and then provide a solution, which sounds like you're doing you're in the midst of doing right now. So that's pretty cool. Did, like, when did you have that realization? What is it like? Like, a light bulb. Oh, man. I have all this stuff, and this makes sense, or were you in a sticky situation? And there was a problem to Wolfe. And then later, you realized it was bringing your history together, when did you find this out?

It's so funny the way you laid all that out because so many of the pieces that go into where you and I are right now everything that got us to this moment right now. A lot of them, if you you think if you could go back, I want that. I don't want that. Want that. I don't want that. You realize if you get to realize, no, you need every single one of them.

Yeah. And I don't firmly I don't totally believe that you only learn from the hard times from the challenges of up the road, but you're learning a heck of a lot. A lot of those pivotal single moments happen in challenging times where you with my kids, I've got 3 children a mantra we always have Chaz we find a way. So whatever it is, okay, we find a way. And that just opens up all these possibilities. So it's the same thing here.

You find a way and So the paths my my paths were dissimilar moments very similar moments, and there's a common thread that runs through all of that. And that's the culmination everything. It's all pulled together, and you always wish this would have been great to do a decade 2 decades ago. Maybe I wasn't ready, though. Maybe it wasn't I don't I don't think I was. At at this moment, It all came together for a reason. Yeah. And you asked them, really, what was the tipping point as far as the idea?

When I got in the business, 95 95, the stock market would just start to heat up. So graduate from college 94, 95, stock market's starting to heat up. Got in the business. Was it paying whoever's UBS now Chaz paying whoever's one of the old school wire house firms. Business was good. The market's going up. I'm this kid in my early twenties going to my mid 20s in all this business. And a lot of became my referral, which is funny for it. If I look back, my lord, the amazing. Rising tide raised up.

I say this often. It's like rising tide raised up. So people were feeling good. Yeah. And so you get these furls and you get these you create these relationships and do these things. And you're like, man, that was so easy. Let's just continue doing that. And then type gaps pass. And you begin to realize, reform marketing. In a lot of ways, it's cost a marketing game. Right. And your coach, the train program we're coached, you ask for referrals.

Now all the standard, ask for 3 referrals, do all these things. Me personally, never like doing that. I don't wanna go to my doctor and have him you leave my doctor's office and have him say, hey. You're physical and what great for people who need physicals and need a doctor. I just we don't dot that business, so you don't do that. Yeah. Seems odd.

Yeah. In other businesses, especially clients, facing trust advisors, accountants, attorneys, financial advisors, realtors, venture capitalists, consultants, anyone under that umbrella. That's my creme de la creme member client. Right? That's part of the business. You do have to trigger referrals in some way. Right. And we always say, we want bait in the water. We'd rather have bait in the water than none. So asking is better than asking, but are there better ways?

Because really asking your as far as the status, it's a low status request because it doesn't put you in a really good place in the eyes of the other person oftentimes. Yes. But with that so that was a seed of it. In the nineties. I'm getting all these referrals. I'm like, how do I get more? And then you get another referral. You forget about it. And that just was a continual thing throughout business. So I got there's this connection.

There's these two people, and the man, they would it's like, setting a set up a relationship like a you got a buddy and she's gonna meet this girl. She's great vice versa. They'd be perfect for each other. Sometimes it's setups. It's not so easy. Right? It's the same thing in business. And so that just let's see. It was there. It was growing up coaching all these pro athlete advisors. The unique thing with the pro athletes.

So the big reason that business began was there was a sports illustrated article from 2009, I think. It was how and why athletes go broke. It's a groundbreaking article. We people have realized he'd always heard over the years, athletes around trouble through finances. Right. This one laid out numbers. 60 percent of of athletes in 2 to 2 to with its 2 to 5 year's retirement. We're having major financial issues. And that's the conservative number.

They go as high as 70 8 percent of NFL players are having massive props of their money. And I saw those numbers. I'm like, oh my, that's I was blown away by Like, that is a problem. Whoever the advisors, the accounts, the attorneys, the financial advisors, real estate advisors work with these athletes. 60% of them are failing. Yeah. So that was a light bulb. So pro athlete direct began that business 2010, August of 2010.

And so you figure you you build that business to figure, okay, we'll work and develop the relationships the trust advisors with the athletes to fix this. But I could quickly learn now they've got a gatekeeper. It's the sports agent. That's right. And at first, I'm like, yes. That's the whole another layer. And then I realized, oh, no. That's gold. Because sports agents are one of the best center of influence relationships you can have because they're not just connected to the athlete.

They are a hub to everything. Exactly. So the business really began coaching around that development, that sports agent relationship, and really developed the relationship around a center of and it's like and it's got cooking moving along and booked and booked booking along. I realized k. That's great. A lot of these you know, a lot of the people I coach reformer athletes. Like I said, a lot of them aren't top 100 advisors. Some of the best athlete pair advisors on the planet.

I realized even if you had relationships already with sports agents, You still want more. And even if you didn't have them, you were starting from scratch and haven't developed these. If you get to see this, it was like a light pattern in the back of my head. I'm like, wait, all these advisors, especially these real successful ones, they've already got a center of influence that is far superior to the sports agent. It was their existing clients. And we don't think about that too often.

You don't think 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. Many times we have them, okay, and we move them here, and then we go, okay, we'll go after the next thing. We focus on the 80 not the 20% are giving us the 80 percent of our revenues. That's right. That's how my business Chaz. All the way is a is an adviser Chaz a sports apparel business.

And then the coach is a pro athlete advisor. And that was the light bulb moment. It's actually the conversation I Chaz. And the book, you know, about the book we've got coming up, referral secrets of the elite trusted advisors going to print very soon. The catalyst of that was in 2019. I was at there's a little labor at coffee shop here.

I was talking to Buddy Mine, and I was in the middle of dealing with an insurance, our umbrella insurance, the the provider I had was it's not a good customer service relationship I've had with this group that has all of our insurance. And I was hot. I'm like, I'm we need to move everything. And this guy, he's insurance big time in insurance business. Yeah. He's like, you've got a Chaz grabber. I'll give him a and I knew of him.

His mother in the neighborhood here Chaz trained, like, 30,000 kids how to swim. They have a pool of their house for decades, teaching kids how to swim. So that's his mom, his sister's married, fraternity brother of mine, I definitely knew his name. He said, you gotta call. So within about 2 hours, Ryan sent an email, connected Chaz both We chatted back and forth, likely, an email like you often do in a situation like Chaz. And then poof, nothing happened.

And it was, like, we talked about in the book. I think I call it, we we wanna be dramatic in the book. The the referral sits, the the referral that became a nightmare. Right? We wanna be really dramatic in the book. He he's a great guy and real good, church broker. Just haven't connect. So that was the seat. I'm like, man, this happens all the time where there's the perfect situation. Like, I have a big need. A ton of business. I would motivate it because it, you know, this guy, I know this guy.

I've been at his childhood house no less than fifty times because my our youngest learner's swim there. Yeah. And nothing happened, and it happens all the time. Back and forth is a business killer because if you go each time of a back or a 4th. That's right. Another momentum. It's momentum.

So the gap of time to get something done begins to dissipate, extend, and there's so many times I watch this in my own business and around me where a day, a week, a month, even a year goes by where there's the perfect situation for these two people to come together and they don't. And so the idea was how do you solve Chaz, and how do you solve it, like, in a frictionless way? Make it just simple. And that's the seed we ask for adviser about that, and that's it.

And it's core it's providing a frictionless way for people to come together. That's it. That's where at the court, what the method does and what the software does, because we coach. We're education based marketing business. We are that's the way I enjoy doing business, and it's the how I get the most out partners and and business values. We show 3 ways to to use the method. We show a freeway. You literally just use your email and in our webinar We give you the email to share.

There's a second way to do it. They're both 2 there's 2 d DIY ways. Do it yourself ways. One's a freeway. Another way, it's connecting a bunch of the service providers together, do it something similar. Yeah. Or the easy button, but done freeway, which some reason, we prefer that one the most. I don't know why. Call me biased. Yep. Exactly. I mean, it's the software. 15 minutes to give you live. Have all this done for you. Push a button and you're ready to go.

That's really the core of what this is is. Yeah. Focus more into the clients of not only giving you the bulk of your revenues, They've earned it. They deserve to be to have a premium service from use the advisor. I firmly believe. That's right. And that's the Corvette. I love it.

You've given us not only just the perspective of how it came about, but I think just the journey that every listener goes through as an entrepreneur, whether they're in SAS or the trades or tech or real estate for that matter. It's we go through these iterations, right, these stages of ideas and things and Chaz we can look back and we can apply.

All of that mixed with the current client is your most important client, or at least the ones that are, like, really going back and forth with and providing probably just as much value to you as you are to them. My bad. Huge on real estate. Exactly. Yeah. I'm huge on on on relationships and pressing into that I think that the listener, if I could import one thing, when I was in that their stage of business, I didn't think the relationship was that important.

I didn't think it wasn't important, I just didn't know how important it really was. The eightytwenty rule is all about it. I just was working hard. I just was getting another sale. I was just getting another client And I think that the service that you're providing, the even just the done for you solution as a software, if they Chaz make it easy to press into what I the work I've already done, jeez. Wanna talk about good solutions.

I wanna know, as you've been building this, you can go back into your history and some other things that you've done as well, but specifically for this business, if you Chaz. What's a good decision that you've made that you can look back and go, that was I'm glad I did. That's kinda eighty 20 because I feel like sometimes I'm focused on 80% that's not getting done in not the 20. Right. Exactly. That's a good question because I think sometimes we don't look at that enough.

We look at, man, I need to be doing this and this. That's the way, you know, this is really good. And use that to to build on. Yeah. I think the idea of, to balance with you. I think the simplification, I think everything, there's great ideas all around us, and there's great ideas. The next test the car. That was an idea. Right? That was something different. He he did you sell a car in a mall? You never dreamed was possible. And when Elon found out recently, he didn't start Tesla.

He came in after it was already developed it. That hope that he's the one that's taken to where it's at now. What would be if you and I are starting a car company, typically the reflex is, let's go talk to 4 g m Toyota see what they do and It's a little it's just a little bit more of all that.

I'm pretty convinced if Elon's sitting with us right now and you asked him, because I didn't look at that at never even looked at what they were doing wrong, and we're we're not gonna do that because it completely shifted an industry. It did things that no one ever thought was possible buying a car. I might check out his litter, like, buying. It's like going to Amazon Right? It's that easy. Yeah. And so the those type of ideas, the good idea is it's what are you doing? What's the distinction?

I think so when I am with the back to your question, I sidetrack. I get Chaz story. I was the the fascination. You've done I'm a I'm a I'm a guess that you're gonna segue into this one thing that you've done like this. It's, yeah, it's an electric car, actually. I really wanna tell you. I forget the stop. Forget this car. It's really cool. It's got no idea. I do have electric scooter. I've been riding around around trying to kids. I've been riding more than they have, man.

So those those things are fun. They're really fun. Yeah. So the so to to be honest with you, so simplifying. Yeah. So so this I am coming around on this thing. Yeah. They testless simplified the process. There was no hang there's no back and forth that's online. They simply, like, literally doing online. All these things.

If you were to ask me, like, what's one of the best things of at Aspire Advisors, software we've done is simplifying this thing down and down, and we've taken extra time to build the infrastructure to where we say it's 3rd grade, simple to operate. Because all the great ideas out there, they don't matter if they don't get put to use. So we wanted this thing to be fill in the blank, hit published, and you can be and running with it. Because if it get if something gets shelved, it doesn't matter.

It doesn't matter if it's a great idea of the world. Shelters get used. Doesn't mean anything. Right? Yep. And the the example I've used, I think, you know, I've talked about this before, my mom on with texting, She was a late it's funny because she had a cell phone really early on, like, for emergencies, like, way back in the day. And for whatever you texting took forever. My brother and I would just hound her and hound her as a mom. It's so easy. Literally, you do this. Yeah. Nah, I'll do it.

I'll do it. Took her a long time. Finally, hit the tipping point. She does it. She's a great texter. It's tightened up our related work communication way more than we would have I don't call anybody. And so that's a simple technology that did it took a while to get you put to use. And then you use it, and it's a life changer because it's think about the communication. We Chaz my just for my mom and I have that we wouldn't have had without her texting. It's the same thing here.

So the core of the software, we want everything so simplified. And everything we do, we are trying to eliminate steps in every single thing we do with the software and the system. It's crazy. We the infrastructure, the back end, giving things a little bit differently. So we're talking to a lot of large enterprise clients to to to bring into the system and ever in single members all that way.

So we want the infrastructure built in the beginning to handle 1 member or a million members no differently. Right? Yeah. So that's been a big change. Everything when we find a way to eliminate a step that someone has to use, it is gold. And that's why it's about simplifying it down to where it's literally within 15 minutes, 3rd grade simply. You could push a button and be live and have this thing put to you.

So if you're asking me, so back long when unanswered your question, I think it's the idea that's become crystal clear to me simplify make it crystal clear, make it black and white. So it's easy to implement. And the and really the result there, the implementation is the usage And so you can take that same mindset for the listener here who's paying attention. It's not just, okay, well, I don't have a software. Does this really matter to me?

Yes. You have systems and you have processes or at least you should in the place for hiring, in the place for the actual work, whether you're building a deck or you're doing marketing or whatever it is that you're doing in your There are steps. And I bet you there's 17 when they're only needs it before. And even back when I was training salespeople, 100 at a time, years ago, it was like, you know, There's all these things you do in a sales call. No. No. No. Four steps. That's it.

Because everybody can remember. I can know exactly where I am. 1, 2, 3, 4. I'm in the middle of stage 2 right now. Or whatever the the scenario is for for that sales call. The reality here is simplify because it can be trained. It can be you can use it. Like, all of these very valuable things that you're saying are app applicable in every other framework. So in in the middle of me talking to you, I know I can always refer back to you. Okay. This is where I'm at.

Went up on this tangent, but I'm here. I'm following this pattern, following the system, I think system systematizing, like, your business in every way, because there's so many ways we can do it, and we don't. We forget about that. I gotta do this. And sometimes having to do this doesn't get done because you have to do this. Right. If you have systems in place, that's automated.

And one of our one of our sayings has been from the literally from the get go because this is the beautiful thing about SAS, about software as a business there as a service is where other and I know I've gotten deep into space the last 2 years. Never barely knew what SAS was going into this and Sure. Knee deep in this now and know the industry A lot of these companies, especially the ones that do these big rounds, success has been super, super hot the last couple of years.

They started having headcount. We Chaz the 20 engineers. We did all this stuff. We're the opposite. We look at technology. Technology should be most of it should be automated. So we say where others at headcount, we automate. And we're driven by that. That's a really big thing because we'd rather, when we look at our business, do we put all of our money into headcount into customer service. It doesn't it can be systematized. It doesn't need to be there.

Things Chaz can be automated run within the system if it's simple enough. Do we do Chaz? Or do we work on having the single best world class software platform solution and put up our effort and capital into Chaz? And let the other stuff be handled by what technology and software allows us to do, most of it automated. So as far as the back end system, it goes back to whether we have 1 member or 1,000,000 member we have we built this to to be run very simply and ideally run.

That's why with with a lot of a big business model right now is you move opt ins to a call center and, like, do a call center and then you'd be moving to the next price up, steps up. Those are software. We don't need that. And even I think a lot of businesses do it because this is what I'm supposed to do. We don't need that. We can run everything off a 30 minute webinar. Right. We call it one page webinar. Right? We're moving everything to one page webinars.

We've got one page up the lead magnets. Those types of things. We want everything just really easy to digest. Going back to you're talking about the four steps when you're training these hundreds of people. Right? We don't need I need 4 because I know exactly what each step does and how one feeds the next. Yep. And it's the same thing with us. We want everything just simple and eliminate. Each time we eliminate a layer, we open up possibilities. I firmly believe.

Yeah. Yeah. It feels like you're getting rid of things, but like you said, you're opening things up. I wanna flip the coin here. I want you to tell me about a bad decision. You said you got a lot of those. You focus on those a lot. What's one of those decisions that you're just like, ah, that one hurt? Yeah. There is one.

And I'm committed to I think it's going to be ultimately one of the biggest r r o tis return on time investment and ROI return on investment is a there's a group that I've known for years for, I mean, probably a decade, maybe, being in the around the digital marketing Wolfe, really good, Facebook ads group. Not gonna name names, but there was a and we've been Facebook French for a long time and a a a one off offer came to us a private group to do it all.

And I'm like, this guy is one of the best in this bad business. He's never done this before. Literally, do the ads. Write the with a webinar, which hindsight's realized how important it is that I write the webinar, being the person that developed the software, write the email sequences, do the ads, do everything. And so now this is getting cleared because I've blocked this out a little bit at the time. So you might I'm gonna see a tier you're hitting. It's like Doctor Phil moment. Right?

You're you're you're You're welcome. But as in high side, when I look at that, it was trying to hit the easy button and do too much of the work. There's a balance. Right? Sometimes hit the easy button when you can do it, and it makes sense strategically. And it's gonna eliminate the things you shouldn't be investing your time in. But to me, it was almost too good to be true. Right. And I hit that button, and it just didn't work out. The first 45 days were great.

Everything was in line, and things just fell apart. I don't know what quite happened there. It was pretty frustrating. It was a significant investment. Yeah. And not just the capital. It was the time. That's right. Because oh, wait. This is getting this very important. This very important piece of the puzzle, like the most important, the fortune and the false for the email sequences, the the webinar, all these things, the ads, all that stuff.

When I showed you folks on them, I was doing other things because this, say, this won't take care. I hit the easy button here. That's right. And that didn't work out. And and so we've had to pay for that, but you you learn from it. Just talk about it right now. I realized the things now that we've integrated to fix that tool. Don't have those misses again. You can have them, and you'll learn from them. But what do you do to eliminate those misses again in the future?

So that definitely that stings about a year ago, about a year ago, this month, maybe September. And that kinda went Yeah. And I think that most entrepreneurs, if you're trying to do anything significant, you've made a large investment in marketing, a large investment in time, trying to figure out how you can reach more people. And that's the reality of growth. Growth is expensive in that way, and I can relate. I've I've it's not even it's it's difficult because it's not even really a mistake.

It's, oof, that hurt because you don't really know, until you do it. Like you said, you hit the button. You learn now. Okay. Fine. But the reality is is that there's gonna be another agency of sorts. That you're gonna hit the button on again, and it's just gonna be a little bit lackluster. Unfortunately, that's a little bit of digital marketing. Doesn't mean that it's right. It doesn't mean that it's the end result, but That's how it works sometimes. I wanna transition here to the speed round.

We're gonna come at you in a little different angle. I want you to take this with this referral software, this simplified process, And I want you to tell me the one thing that you would track, if you Chaz only pick one thing forever and ever. I know exactly what that'd be. How it grows from within k. And when I say within one of the things we're in the process of doing right now, Chaz I go a little longer in this? Go ahead. Go ahead. It's happened to something right here.

Is we've got our different phases of how this roll out is it works. And one of the key things and one of the things is little non traditional for SAS. I would rather than we've got affiliate software built into our our marketing system that could push button easy to use. And that's the way to go for sure.

I would rather, especially with the trusted advisor, the relationship I have with people around in each of these industries, that I forgot relationships with in the accountant world, the legal world, the financial world, venture capital, real estate world. I'd rather there's a bit of a gray area when you bring people in and they're promoting your product, but they're getting paid for it. That that's not a bad thing. That's how business works.

Sometimes to me, it loses someone that's authenticity of. I'm trying to if I'm really trying to get to a solution, I'm like, well, they're selling it. They're promoting it, and they're saying all these great things, but they're missing these other things. I'm trying to make a decision here. So one of the things I prefer, because the industries that we've got relationships with, it's comp they're all complementary to each other. Sure. Is to continue to educate. We're education based marketing.

So we're about using we've got vast amount of tools to educate and show people ways to implement this business whether they never use our software and do it yourself way. There's just things to uncover about their business to grow it that they haven't considered before, all the way to using our software. Right?

I'd rather educate through those channels and have those channels educate through mine where they can make their offerings to my people and vice versa to where it's it's more of a conversation And there's never that thing. It's kinda like these reviews reviews, and you see these big names reviewing these things. And you're like, that's great, but it gets a little bit diluted because I know why you're selling product or you've it's at our core. We're education based market.

I wanna bring the best that I have to people and let them make the decision. Once once you look at the software, it should be pretty easy. If it's not, then It's not for you for the people it's for, they're gonna be like, holy cow. This is this is exactly what I want.

I don't know if I answered your question exactly, but so when I say grow it from within, we want to grow from within as far as with our strategic partners and influencers, people we know, grow from within us just having the solution that Chaz not been done before in this way. And also, I say internally from our members themselves, having them grow it, not because, hey, send us 5 advisors who become members. If they're members for 60 days, we'll give you 10% or we'll give you a Toast driver.

We'll give you this Amazon gift I don't want any of that crap at all. That's messy, and I'm on the other end of that. I don't want it, but what I do want, we talk about this in the book also. Referrals. Perry Belcher, Ryan Dice's partner, Roland Frazier, Ryan Dice. He said this years ago. I remember him saying this. Really stuck with me. He said referrals are at the top, they're about status. When I say, Chad, you gotta go see my guy. Oh, he's the best. You need a you need a turret.

He's this guy's the best. Oh, venture capitalists, you're looking to raise the more this she's the best. When I do that, it's a status play. If my advisor sucks, if my advisor's no good, I'm not doing that. That's would lower my status. Right? But if I like my advisor or even better love my advisor, I want to share them. It's about stats. It goes back to, like, our caveman brains. We talked about this in the book, the crocodile of mine.

Like, our most if I could take you to a watering hole that nobody knew about. We're cavemen and cavewomen. My status went up. It's the same thing here. So I want when I say grow from within, we've got now we've set our shopping cart up. It literally used to just be single members, advisers come in. They could just do the webinar. That's a prerequisite. You can get access to the software, and then you Chaz buy your single membership seat. Now we have the 3 options.

One is a single seat now because I'm talking to not only large enterprise clients, but 5 to 100, 150 person offices. Sure. Now there's also not there's 3 option. 2nd options is the group advisor option. You can buy two to a hundred seats immediately online. 3rd prize enterprise option, 100 to a 1000, 10000. That's when I do calls. Then when I say grow from within, we've got a real good opportunity. We continue to bring a very good service that delivers.

Yeah. These people will be sending, you know, all these advisors, a lot of them have partners. They got people that work in the office. If I'm a financial advisor, I want a reason to reach out to my mortgage broker or my real estate agent. Oh, by the way, check out this as my advisor. So now we can so the idea of growing from within is to become very strong 6 months due to a couple things that have happened just watching this. So you're asking me the single thing.

It'd be the growth from within because that That's me. That means you Yeah. It's real. It's real. And you didn't have to pay for it. Although we pay for it in different ways by building an experience and making sure the product is right, but I think that it that that answer actually is in tune with just really how business is transitioning.

Even in today's world, I think that we've come out of 20, 30, 40 years ago, this, like, very aggressive sales, like, in your face, commission breath type of feeling. And then we're just coming out of this, like, digital marketing, promise everything, really big carrot, get you to push the easy button, hardly any execution on the back and a lot of disappointment into this, hey. Let me just focus on actually doing what it is that I say I'm gonna do and let the chips fall where they may.

Yeah. Because that's really what and this is what you just said. It's okay. If it's so good, it should grow. And that's exactly how we feel about our podcast, about gathering the king's mastermind group, it's the same thing. Like, of course, we've set up systems for people to be able to refer, but it's, man, if people are getting value, Like you said, they're gonna talk about it. Period. No doubt about it. It's a status play. I love it.

What book would you recommend to a 6 figure business owner, Brian? It's fine. I keep going. It's this is an old school. I keep going back to this. The thinking for a record of falling hill is just not only the books. So just I got a lot of mom stories. I feel bad for my dad here. We were with them last time. My my daughter's basketball game and had dinner with them, but she the first book, like, in high school was the first time I ever had summer reading for summer. I get to high school.

I'm like, wait. We gotta read 3 books this summer. I've never had to do that in my life. Right. And so anything for me, I don't necessarily, like, be forced fed things. I always fought reading books, reading books, but thinking grow rich. My mom had w was it was a radio show that they talked about it. And I remember coming home on the note on my bed, with thick and grow rich sitting on my bed. And that was the first book I literally on my own went and read.

I was seventeen at the time or whatever. And that just that's talking about a common thread. That's just always been there in the background, and he's got there. Napoleon Hill's got these great Amazon Prime's got the video. I think YouTube, you get his videos are just timeless. Right? Yeah. So that book hands down because that book is a hub to so many other people. You'll see that book come up over and over again. A lot of people say I've heard about it. Alright. Glad said I read it.

That's a good baseline book to read because it covers everything. Yeah. It's a great book. It's the only book I read every single year. So I've read it I've read it a ton of times. Actually, I usually read it in September, and so I just got out of my September study. And so I'm fresh on that book. We go all podcast just on that book, but we can't do that now. Awesome. I got one last question here for you, Brian. If you could whisper in the younger Brian's ear, what would you say?

This question, it's interesting. I'm I've got a 2. It's a doctor Jacqueline, Mister Hyde. The first one, and this goes back to almost the easy button, is my my mind goes to the mistakes. Right, the mistakes you wish you hadn't made. So it goes back, god, if I at that moment, like, to me, in the book, the upcoming book, we've got these 222 hyper productivity Chaz There are 2 page chapters. We brought in we brought a people like Rowan Frazier wrote a chapter.

Dennis You wrote a Chaz, and Mark Lach. Johnny Dumas. Johnny Dumas wrote the forward. He had a good Chaz. We got a bunch of people, Dana Derek's copyright. Great copywriter. On the Dream 100, he wrote it. Yeah. Yeah. The idea is so we've got these little hyper productivity chapters. And at the core of that is there's pivotal little moment. Sometimes you get the most I get from something is literally you just saying, oh, that one thing you said, we talked about all these other.

These are the one thing that really stuck to me, and it was that tipping point that domino, you know, hold an a whole idea or concept together. So that's the one side of me is I have these mistakes. So this Chaz you not done this good and all these things. On the flip side, and this is like a, I think, just trying to mature. And be a good example for my kids too is those are all necessary to get to now. Without those, you're not now.

Yeah. And it makes me appreciate things a little bit differently and realize, no, you needed those for this foundation. These ideas, they don't just come about without this. Yeah. It's a conversation of all of it. Right? Yeah. So I it's so the so to whisper to my to whisper on young self is don't beat yourself up so bad over the little things. Yeah. That's so good. It's good perspective. It's things that you don't know until you know. You've been incredible here today.

I wanna know how the listener can connect with you. How can they find you on social media? Is it a website? How can they find the book? Just do a quick drop here for us on how they can find and connect with you. Yeah. So ask my adviser dot co is the domain dot.com. I said dot co is the main domain. So that's the main domain where you get access to the webinars and we have some lead magnets on there and those type of things.

I'm trying to be the best way typically for the podcast, I'll give a link to Chaz Wolfe. So it's tip, like a tip tips tip TIP. Yep. I'd ask my adviser not co. Forward slash Chaz Wolfe, altogether hyphenated. We'll do it both ways. And that could just be a recap on this that we talked about. We've got that the book coming out. Hopefully, when this podcast goes live, that book is out because I'm late. I've got some people, not my publisher. I don't need Steve Gordon.

I think you Steve Gordon on several CEO. I've heard. Yes. You're aware of him. So he's a publisher. He's great. I've known him for years, and then to talk about time wise, there's a perfect example of somebody in the midst of this. He came out. He's doing he's on the book side now of the business, and he just let her our last call about 3 weeks ago. He's like, Brian This is not only costing you money because it's not out.

You're hurting people by not getting this because, originally, we looked Chaz a lead magnet. As we got writing, got into it, we realized, okay, this book's actually pretty good. Yeah. Yeah. I love that. So on that link, the tip.assbyadvisor.coforward/ Chaz. We'll have it where you can get on the waiting list for the book or buy the book if it's on there and then other information we talked about just so it's an easy reference one.

I always know when I see podcasts I want a reference link to go to because I wanna go back to the stuff. So You wanna create a simple easy process? Is that what I heard you say? Yes, sir. I don't know. Let's talk about this. Let's go Let's make it muddy for everybody. In all seriousness, Brian, you've been incredible. Thank you for waking up early. I could see the sun now. It's in full effect. You can now go about your day. You've spent the early morning hours with us. We appreciate that.

Blessings on your family, your business, your book coming out. Thank you again for spending your time with us. Hello, man. Thank you, Chaz. Thanks for listening to Gathering the Kings. We hope you got a ton of value today and learned a thing or 2 about taking your business to 7 figures and beyond. If you desire more and want a community around you to help you get there, I want you to go to gathering the Kings dot com.

That's gathering the king's dot com, and I want you to apply for our next becoming a king 90 day intensive. We are extremely exclusive by nature as a group. What that means that we're really wanting only the entrepreneurs who take their business and targets super serious to apply. So if that's you, you think you got what it takes to level up your business. I want you to go to gatheringthekings.com and apply. And we will see you

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