Financial advisor meeting with a prospective client

Get introduced
to the clients you want to work with.

Overview of the Assets By Introduction Methodology

Your best clients already know people who would benefit from your advice.

The ABI Methodology™ gives financial advisors a practical process for turning that earned trust into qualified personal introductions — without cold outreach, awkward asks, or chasing names and numbers.

Created by Ewen Harris, a financial advisor with 30+ years' experience who used this exact introduction-led approach to build and sell a successful wealth management company.

Choose Your Path

Start with the roadmap.
 Add the tools.
Get private coaching
 when you want it built around you.

Choose the level of support that fits where you are now: learn the ABI
framework, use it in your next meeting, or work directly with Ewen to build a
custom implementation plan.

ABI Primer ABI Primer

Entry Point

ABI Primer

Get the three-phase roadmap for earning introductions

$49

One-time purchase. Instant access.

The ABI Primer is the starting point. This concise eBook gives you the complete all three phases of the Assets by Introduction framework. So you can see how the process works and where opportunities are being missed.

You will learn how trust turns into opportunity, what makes an introduction worth pursuing, and how your current client base can become a source of better conversations.

Your purchase also qualifies you for ABI Accelerator, Ewen's free bi-weekly webinar for Primer buyers.

What's Included

  • Instant access to the ABI Primer eBook
  • Complete ABI framework
  • Clear roadmap for introduction-led growth
  • Automatic qualification for ABI Accelerator
  • Free kick-off webinar with Ewen
ABI Mastery Program ABI Mastery Program

Best Value

ABI Mastery Program

Get full access to the video library, scripts, tools and templates to use ABI immediately.

$2,499

Mastery is the implementation program. You get 12 months of access to Ewen's video training library, plus the worksheets, scripts, and templates that help you put ABI into action.

Use the training to prepare meetings, define who you want to meet, make introductions a normal part of the client conversation, qualify the opportunity, and follow through with confidence.

You also get community access and monthly live group coaching with Ewen focused on real advisor situations — what happened, what to say next, and how to keep the process moving. As a member, you are invited to post your own questions to be discussed during the webinars.

 

What's Included

  • 12-month access to ABI video training library
  • Proprietary worksheets, scripts, and templates
  • PDF tools for targeting and qualification
  • Monthly live group coaching with Ewen
ABI Inner Circle ABI Inner Circle

By Application Only

ABI Inner Circle

Work directly with Ewen to build a custom roadmap for your practice.

Private engagement. Investment discussed after application.

 

Inner Circle is private 1:1 implementation support for advisors who want Ewen's eyes on their actual business.

Together, you will look at your client base, your meeting process, your ideal client profile, and the introduction opportunities you may be missing. Then Ewen helps you build a practical roadmap for making ABI part of how your practice grows.

You get private coaching, a personalized implementation plan, and full access to the ABI Mastery Program.

 

What's Included

  • Private 1:1 coaching with Ewen Harris
  • Personalized ABI implementation roadmap
  • Review of your client base and meeting process
  • Ideal-client targeting and positioning refinement
  • Practice-specific introduction strategy
  • Full access to the ABI Mastery Program
Apply for Inner Circle
Not Sure Which Program Fits?

Find your
best starting point
in three minutes.

The ABI Introduction Assessment shows where introductions are getting
stuck and points you to the program that fits your next move.

The ABI Value Ladder

A clear path from learning the process to using it with clients.

01

ABI Primer — The Foundation

The entry point to the ABI Methodology™. This digital eBook introduces the Assets by Introduction framework — giving you the complete picture of what the system is and why it works. Buyers gain immediate clarity on a proven approach to introduction-driven prospecting that most financial advisors have never been taught.

02

ABI Accelerator — Free Live Kick-Off Webinar

Included free with your Primer purchase. You'll get a one-time invitation to a live kick-off webinar, hosted every two weeks, where Ewen Harris walks through some of the key questions behind the framework. It's a direct line to Ewen and a genuine start to your learning at no extra cost.

03

ABI Mastery Program — The Complete How-To

Where strategy becomes execution. The Mastery Program gives you 12 months of access to a full digital library of training videos, downloadable implementation resources — including agendas, templates, and scripts — and exclusive access to monthly live group coaching with Ewen. This is the complete playbook for building an introduction-driven practice.

04

ABI Inner Circle — Private, Bespoke Coaching

The highest level of engagement with Ewen — strictly limited availability. Inner Circle members receive private one-on-one coaching sessions to build a tailored business roadmap specific to their practice, plus everything included in the Mastery Program. Designed for advisors who are ready to implement the ABI Methodology™ at the highest level, with direct guidance every step of the way.

Not sure what you need?
Take the Assessment first.

In three minutes, the ABI Introduction Assessment shows whether your biggest gap is structure, timing, language, targeting, qualification, or follow-through — so you can choose the right next step.

Already know your path? Choose your program above.

Common Questions

Everything you need to know before you choose.

Where should I start?

The entry point to the ABI Methodology™. This digital eBook introduces the Assets by Introduction framework — giving you the complete picture of what the system is and why it works. Buyers gain immediate clarity on a proven approach to introduction-driven prospecting that most financial advisors have never been taught.

What exactly do I get with the ABI Primer?

You get instant access to the ABI Primer eBook and the complete Assets By Introduction framework. The Primer gives you the roadmap. It shows you what the process is, where opportunities are being missed, and why your existing client relationships may hold more growth potential than you are using now.

What is ABI Accelerator?

ABI Accelerator is included with the Primer. It is a one-time invitation to a live kick-off webinar with Ewen, hosted every two weeks, where he explains some of the key questions used in the framework for Primer buyers who want to reinforce it and get started after the eBook.

What do I get with Mastery that I do not get in the Primer?

Mastery gives you the implementation tools: video training, worksheets, scripts, templates, community access, and monthly live calls with Ewen. The Primer shows you the process. Within the library, you'll see Ewen explain each step and how to implement it. With the Mastery Program, you'll develop practical skills that you can immediately implement in your daily client meetings.

Who should apply for Inner Circle?

Inner Circle is for advisors and business owners who are ready to elevate their business and maximize the value of the ABI Methodology™. Working directly with Ewen, you'll develop a bespoke implementation strategy focused on strengthening client relationships, increasing introductions and creating sustainable business growth. Pricing and session structure are discussed after the application is reviewed and fit is established.

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

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

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