
Most firms train advisers to advise.
Few teach them how to acquire.
Corporate
Adviser Acquisition
Adviser Acquisition
Assets By Introduction helps financial services firms close that gap.
Created by Ewen Harris — a former practising financial adviser 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 advisers can acquire the right clients intentionally, professionally and repeatedly.
Discuss ABI for Your Firm