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
