Retired financial advisor, company founder (2 bootstrapped, 1 angel/private equity fund investor backed), former TV market commentator.
During his career as a financial advisor, he was the Market Commentator for Q13 FOX News This Morning in Seattle, completing +3,000 live TV appearances in Seattle (daily) to as far as Washington DC.
Brian coaches his private members who are accountants, attorneys, financial advisors & realtors in the US & across the globe.
Member backgrounds range from former pro athletes from all major sports, including Super Bowl winners, MLB All Stars, Olympic medalists, national team captains, national champions to Barron's Top 100 advisors, Forbes Top Wealth Advisors, to successful advisors early in their careers.
"COVID has changed everything. I'm here to help people get thru this, by actually...Helping more people get thru this." Feel free to reach out to spitball about anything. Brian
The Wall Street Journal — Brian Ouellette of Clyde Hill, Wash., bought his first Brooks Brothers suit when he entered the PaineWebber & Co. training program in 1995. “My attire today is much more casual,” said the 48-year-old, who started his own company in 2010 that coaches financial advisers. “I’ll wear French cuff shirts with shorts and loafers in the summer.”
Financial Advisor — Financial Advisor Magazine: How To Get Those All-Important Client Referrals. "For Brian Ouellette, a former financial advisor who is now a business coach, building a successful financial advisory business is done through tapping into the top 10 to 25 existing clients of the financial advisor. Each of those clients can reach out to a friend or relative, who in turn can reach someone else, Ouellette said."
InvestmentNews — “Our tool can help advisers grow their businesses and help fix those SI stats by improving the financial direction of these athletes,” said S. Brian Ouellette, who created the database after spending a decade in the money management industry.