Most firms train advisors to advise. Few teach them how to acquire.
Assets by Introduction helps financial services firms close that gap.
Created by Ewen Harris—a former practicing financial advisor with 30+ years' experience—the ABI Methodology™ is not theory. It is the exact introduction-led system he used to build and sell his own wealth management company.
Assets by Introduction now helps advisory firms apply that system across their teams, so advisors can acquire the right clients intentionally, professionally and repeatedly.
Every advisor enters the profession with ambition. They want to help people, build relationships and create a successful book of business. But too often, they are left to figure out acquisition on their own. That creates pressure across the firm: slower productivity, weaker retention, wasted training investment and too much dependence on a few natural rainmakers.
A trusted introduction changes the first meeting. The prospect already has context, confidence and a reason to listen before the advisor says a word. The ABI Methodology™ shows firms how to make that happen by design — not by luck, awkward asks or occasional goodwill.
Assets by Introduction helps firms implement the ABI Methodology™ across their advisory teams.
The work is built around your advisors, your client base, your value proposition, and the type of clients you want to attract. It gives advisors a clear way to identify the right opportunities, make introduction conversations feel natural, qualify prospects early, and protect the client relationships that make those introductions possible.
This is not a motivational training day. It is a practical system for making client acquisition more consistent across the firm.
The ABI Methodology™ helps advisors understand when a client relationship is ready to become an introduction opportunity. The framework teaches them how to build trust, validate the right opportunity, and guide the conversation in a way that feels natural to the client and valuable to the person being introduced.
It is not about asking for names. It is about earning the kind of confidence people are willing to share.
The strongest advisors are not just technically capable. They create trust.
The advisor becomes the asset.
When advisors know how to generate introductions, firms become less dependent on cold outreach, passive referrals, advertising spend and recruitment volume.
More client relationships become qualified conversations. More advisors know how to create opportunity. More growth comes from trust already inside the business.
That is the commercial value of the ABI Methodology™: a clearer acquisition process across the advisory force.
The trust is already there.
Build the firm that knows how to use it to grow.
Assets by Introduction helps advisory firms implement the ABI Methodology™ as a repeatable,
relationship-led acquisition system.
To explore the ABI Methodology™ for your organization, contact us.