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ABI Methodology™ · Skills Assessment

Find Out Exactly Why Your Clients Aren’t Introducing You to Others

A 3-minute diagnostic for financial advisors. Ten questions across five categories. You’ll see exactly where your introduction process is working, where it’s leaking opportunity, and what to do next.

Takes 3 minutes
Free — no credit card required
Personalized recommendations based on your score

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We’ll email you your full breakdown plus tailored next steps over the next 10 days. Unsubscribe anytime.

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Category breakdown

I’ve worked in financial services for nearly a decade and never felt comfortable asking for introductions — I even had a real fear of rejection. Working with Ewen changed that. My confidence as an adviser has grown quickly, and I’ve already started receiving introductions.

Ewen’s methodology gave me a clear structure for meetings and, more importantly, a focused strategy for generating introductions. Before, my approach was to hammer LinkedIn and wait, hoping clients would eventually make introductions. Over the past month I’ve barely been on LinkedIn because I now have a clear framework that I can rely on.

The steps are built into my daily meetings, and I’m able to master each phase at my own pace. The “holding the pen” technique was a game changer for me, as was the insight about focusing on the “who” not the “is.” I can’t recommend this course highly enough and have already referred colleagues to work with Ewen.

Whether you’re just starting out or a seasoned professional looking to grow your book, I highly recommend this approach.

Tom O'Neill Financial Advisor & Business Owner, United Kingdom

The biggest benefit of working with Ewen has been increased confidence and consistency in my client conversations. By helping me refine my approach to foreshadowing, qualifying and closing, he has enabled me to follow a clear process while remaining authentic to my own communication style. His understanding of the industry's challenges, compliance requirements and opportunities makes his coaching practical, relevant and highly effective.

Charlotte Webb Financial Advisor & Business Owner, United Kingdom

Generating introductions is something that I had always felt I was reasonably proficient at, however, my introductions have been turbo-charged since embarking on the ABI program. By understanding and implementing the ABI methodology I have seen a significant uplift in both the volume, and crucially, the quality of the introductions that I receive. In particular, the foreshadowing technique has been a revelation and totally changed the way that I go about generating introductions.

Chris Allen Financial Advisor & Business Owner, United Kingdom

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