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NEW BOOK REVEALS 25 years experience on how financial planners can...

generate revenue & Receive introductions to high net worth individuals from every meeting - driving ongoing growth without spending a dollar on marketing.

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What Is the ABI method?

The ABI Method is a little-known approach for generate revenue & introductions to high net worth individuals from every meeting without having to spend a tonne of cash on ads.

This system makes is possible for you to sign high networth clients without needing to:

Go to endless networking events
Have 8+ meetings to close a single client
Spend thousands on ads
Acquiring other practices in order to grow

Here’s exactly how you’ll use this method (we don’t hold anything back):

First, you’ll position yourself as the premium advisor high-net-worth clients actually want to work with - by refining your message, your business assets, and your meeting structure so that trust and authority are built from the very first contact.

Then, you’ll install The Two-Meeting Conversion System — a proven, repeatable process that takes prospects from the first conversation to being confident and commited in just two meetings, without pressure, chasing, or awkward selling.

Finally, you’ll build The ABI framework — a set of systems that keep your practice running smoothly, generating introductions, tracking opportunities, and compounding your growth month after month.

As a result, this allows you to focus on what you love - building meaningful client relationships, giving great advice, and creating lasting impact - instead of constantly worrying about where your next client will come from, inconsistent income, or the pressure to market yourself.

This is the beauty of The ABI method - a structured, repeatable system to attract, convert, and scale your ideal clients with confidence and ease.

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Real results from people just like you...

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What Is the ABI method?

The ABI Method is a little-known approach for generate revenue & introductions to high net worth individuals from every meeting without having to spend a tonne of cash on ads.

This system makes is possible for you to sign high networth clients without needing to:

Go to endless networking events
Have 8+ meetings to close a single client
Spend thousands on ads
Acquiring other practices in order to grow

Here’s exactly how you’ll use this method (we don’t hold anything back):

This is the beauty of The ABI method - a structured, repeatable system to attract, convert, and scale your ideal clients with confidence and ease.

THE ABI METHOD IS A SHORTCUT.

Before I discovered The ABI Method 25 years ago, I was struggling to attract and convert high-net-worth individuals.

I was on the verge of giving up.

I’d been in financial planning for years, working tirelessly, doing everything I possibly could to grow my book of business. I tried: everything.

❌ Cold calling.

❌ Networking breakfasts.

❌ Endless client reviews that went nowhere.

❌ Generic marketing campaigns that drained my time and budget.

❌ Referral requests that felt awkward and rarely worked.

The problem was… none of it worked. consistently.

Every month felt like starting from zero... hoping a few clients would refer someone, or a random lead would show up. I wasn’t building a business; I was surviving one.

Which led to me questioning everything and eventually turning the entire model upside down — breaking all the rules and freeing myself from the painful, outdated methods that were holding me back.

After nearly a year of trial and error, testing, refining, and figuring it all out the hard way with no one guiding me, I finally reached the point where I could do exactly what you’re trying to do right now.

I was then able to consistently and predictably attract and convert high-net-worth clients every single month — without cold calling, without begging for referrals, and without wasting hours chasing unqualified prospects.

I don’t rely on luck, random introductions, or expensive marketing campaigns.

Because The ABI Method does all the heavy lifting for me.

It positions me as the trusted authority from the very first interaction, guides prospects through a simple two-meeting conversion process, and turns happy clients into steady streams of new introductions — all without the stress, uncertainty, or burnout.

And now, you have the opportunity to duplicate The ABI Method and install it directly into your own advisory practice — to build predictable AUM growth, high net worth client relationships, and a business that runs on systems, not chaos.

Take a look at what you’re doing right now, compared to what you could be doing:

Here's What This Means For You And Your Business...

Once you get access to The ABI Method, you’ll finally be able to stop doing all the things you’re probably doing right now (that you hate) just to find new clients… This means you’ll be able to stop doing outdated, exhausting stuff like:

Which means no more:

Cold calling people who never call you back
Paying for leads that go nowhere
Sitting through networking breakfasts that waste your mornings
Running generic seminars that attract no one serious
Writing endless content that never converts
Chasing unqualified prospects who “just want to think about it”
Wondering where your next high-net-worth client is going to come from

And instead, you'll finally be able to:

Attract high-net-worth clients who already trust your expertise
Convert leads confidently in two structured meetings
Automate your follow-ups, referrals, and onboarding
Build a predictable pipeline that compounds month after month
Get 10–20 hours back every single week
Work with clients who respect your time & value your advice
Build a lean, systemized business that grows without chaos

If this sounds good, click the button below to order a copy for just $4.99.

If you'd like to learn more about how this system works and the kind of results you can expect to achieve, keep reading...

HERE'S EVERYTHING YOU'RE GETTING

TODAY FOR JUST $4.99

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THE ABI METHOD & FREE BONUSES:

Everything you need to generate revenue & introductions to high net worth individuals from every meeting - driving ongoing growth without spending a dollar on marketing...

INCLUDED WITH YOUR ORDER:

The Assets By Introduction Book

Dive into The ABI Method and discover the proven system top financial advisors use to attract high-net-worth clients consistently, convert them in just two meetings, and scale their AUM — without cold calling, expensive marketing, or chasing prospects ever again.

INSTANT ACCESS | PRICE: ~~$97.00~~ $4.99

The Assets By Introduction Audio Book

Prefer to listen to the book while you’re on the go? You’re getting the audio version absolutely FREE so that you can listen while you’re driving in the car, working out at the gym, or going about your day.

INSTANT ACCESS | PRICE: ~~$37.00~~ FREE!

The Ewen Harris Toolkit Checklist

In order to scale a successful financial planning business you must have all of the tools at your disposal for every stage of the business journey. This checklist will give you everything you need in detail.

INSTANT ACCESS | PRICE: ~~$97.00~~ FREE!

Private VIP Community

Network with other ambitious financial advisors who are all implementing The ABI Method. This is the elite environment you need to be in if you’re serious about accelerating your growth and scaling your AUM.

INSTANT ACCESS | PRICE: ~~$497.00~~ FREE!

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HERE'S A SNEAK-PEAK OF WHAT YOU WILL DISCOVER INSIDE THE BOOK...

The silent mistakes 99% of financial advisors make that keep them stuck working harder for less and how to avoid them immediately... (page 6)

How to diagnose failures in your business, pinpoint exactly which parts of your client process are leaking profit and how to fix them before year-end… (page 11)

The “lightbulb moment” that transformed my practice from reactive and referral-dependent to a $170M AUM machine in less than 12 months… (page 18)

The 3-step ABI Method Framework that brings a steady flow of high-net-worth clients without cold calling, paid ads, or endless networking… (page 23)

Why traditional prospecting is dead — and what to replace it with if you want affluent clients coming to you instead of chasing them… (page 28)

The two-meeting model that converts premium clients effortlessly, even if you’ve struggled with sales or confidence in the past… (page 34)

A behind-the-scenes look at the exact tick sheets, templates, and CRM systems that built a multi-million-dollar advisory business… (page 39)

The psychology of high-net-worth investors — and how to ethically influence decision-making without ever feeling “salesy”… (page 45)

Why 80% of growth comes from the clients you already have — and the overlooked system that turns reviews into new business automatically… (page 52)

How to run a world-class presentation meeting — including what to say, what to show, and how to close with complete authority and confidence… (page 59)

The 5 essential systems every top-performing advisor uses to scale — and how to install them into your practice in one weekend… (page 63)

Scripts and phrases that turn “I’ll think about it” into “Where do I sign?” — tested in hundreds of real client conversations… (page 70)

A complete library of tools — from discovery templates to referral scripts - that eliminate guesswork and make consistency effortless… (page 76)

The roleplay techniques top advisors use to master objections and close with confidence — even under pressure… (page 81)

How to systemize your entire client experience so your service feels personal, but your operations feel automatic… (page 91)

The 4-phase Introduction Strategy that turns your happiest clients into a steady stream of new high-value introductions… (page 96)

The truth about why you don’t need a big team or fancy office to scale — just smart systems, tight structures, and disciplined execution… (page 100)

The step-by-step checklist for review meetings that consistently unlocks new assets, referrals, and renewals — without feeling like a sales pitch… (page 104)

Exactly how your business will look once The ABI Method™ is in place — predictable growth, high-quality clients, and freedom from chaos… (page 110)

REGULAR PRICE: $97

TODAY JUST $4.99

(You're saving $92 today!)

Available Now For Instant Access.

Start Reading In The Next 2 Minutes.

INTRODUCING THE AUM ACCELERATOR METHOD

THE ONLY SYSTEM YOU'LL EVER NEED TO consistently grow YOUR AUM...

here's exactly what you're getting for just $4.99

Everything you need to attract high-net-worth clients, consistently grow your AUM, and scale a 7-figure financial planning business, without chasing leads or wasting money on marketing.

The Assets By Introduction Book

Audio Book

The Ewen Harris

Toolkit Checklist

Private VIP Community

Network with other ambitious financial advisors who are all implementing The ABI Method™. This is the elite environment you need to be in if you’re serious about accelerating your growth and scaling your AUM.

How I Went From Burnout and Unpredictable Growth to Managing $180 Million in Assets — by Rejecting Outdated Sales Tactics and Reinventing the Wealth Management Model from the Inside Out...

This is something completely new, completely different, and completely unlike anything else you’ve seen before – read the story below to discover THE ABI METHOD...

READ THIS 👇🏻

From: The Desk of Ewen Harris
Re: I am about to share exactly how I did it... Strap In!

Dear Financial Advisor,

You're about to have the ability that most financial planners can only dream of...

You'll be able to consistently attract high-net-worth clients without relying on cold calls, paid ads, or endless networking.

And convert them in just two meetings using a proven framework that positions you as the trusted, premium advisor they’ve been searching for.

So that you can scale your assets under management predictably and sustainably, without burnout, marketing chaos, or an oversized team.

And then…

you’ll finally have the freedom to focus on what truly matters — serving high-net-worth clients, growing your wealth, and living life on your own terms.

Because you’ll finally have a predictable system for attracting and closing high-net-worth clients...

So that you’ll be able to grow your AUM month after month with consistency, confidence, and control...

All without ever needing to:

Cold call or chase unqualified prospects

Waste money on ads that never deliver

Post content every day hoping someone notices

Now, maybe that sounds a little too good to be true…

SO LET ME PROVE IT TO YOU...

Obviously, it took time and energy to achieve these results.

I’ve been through the trials and tribulations so that you (and our clients) don’t have to.

But with that said, let me jump right in and show you the kind of results you can achieve with ABI Method...

And you can BET...

This is something completely different, because...

We don’t cold call or beg for introductions...
We don’t spam LinkedIn or post motivational quotes for attention...
We don’t host endless seminars that drain your time and wallet...
We don’t buy leads that ghost you the moment you follow up...
And we don’t build flashy funnels that look great but don’t convert.

(Crazy, right?)

THE ABI METHOD IS WHAT ALLOWED ME TO MANAGE OVER $180M IN AUM BY MY SELF WITH JUST ONE PERSONAL ASSISTANT.

The ABI Method set me free from all of that and allowed me to actually enjoy running my advisory business while attracting ideal, high-net-worth clients effortlessly and predictably.

Here’s what my life used to look like (and if you’ve ever tried to grow a financial planning or wealth management practice, I know you’ll relate to this):

I call this the financial planner Spiral of Doom:

This Spiral was not only painstaking — it kept me stuck for three long years, forcing me to chase cold leads, juggle admin, and survive on unpredictable referrals, while only barely covering overheads and scraping by month to month.

To be honest…

I almost gave up on the whole idea of building a consistent, referral-driven wealth management business that gave me freedom instead of burnout.

But before I walked away…

I wanted to try something.

Something that — if it worked — would change everything.

And as you’re about to find out… what I tried did work.

And I spent the following years refining it, testing it, and turning it into a step-by-step system — the very framework that would become The ABI Method.

AND I PUT THIS ENTIRE SYSTEM INTO A 120-PAGE BOOK CALLED ASSETS BY INTRODUCTION

…and you can begin reading it in just a few moments from now.

But before you do…

I’d like to introduce myself and tell you how this all came to be.

My name’s Ewen Harris.

You probably haven’t heard of me before — and that’s by design.

My life’s pretty good now.

I’m fortunate enough to have recently sold my streamlined, multi–million–dollar wealth management practice just over a year ago which was my life for over 25 years.

A business that gave me freedom — the kind of freedom I used to dream about when I was buried in admin, chasing prospects, and working 14-hour days just to stay afloat.

Over the last three decades, I’ve built and sold my financial planning firm for multiple seven figures, and recently moved to California with my wife Karen, our kids, and our two dogs to start the next chapter of life — one built on freedom, fulfillment, and impact.

I grew a $180M AUM firm from the ground up with zero staff, except one assistant…

And I’ve created a proven system that generates consistent, high-quality clients — without cold calls, endless social media, or burnout.

All that typical stuff that every ambitious financial planners dreams of.

Here are a few snapshots of what it looks like for me…

But more importantly...

it’s what your life could look like, too.

But the real gift of what this business gave me once I implemetned the ABI method was that I was able to work only with the clients I want, earn what I’m truly worth — and actually enjoy every moment of it.

I get to spend time with my wife, Karen, our kids, and our dogs, take long walks on the beach here in California, and still have the energy and freedom to enjoy the hobbies I love.

I’m free to live life on my own terms.

That’s what’s really important.

And those photos above might not be your version of the dream life — but that’s not the point.

The point is, this model gives you the ability to design your own version of success.

A life where you do what you enjoy, with clients you respect, earning more while working less.

All by using The ABI Method.

By now, you’re probably wondering what the main difference is between The ABI Method and the old way of doing things.

Well…

Instead of chasing unqualified prospects, begging for meetings, or hoping for random referrals.

This gives you high-quality, ultra-qualified high-net-worth clients coming directly to me, pre-sold, ready, and eager to work together.

THE KEY DIFFERENCE IN THE ABI METHOD?

When you attract and convert ideal clients using The ABI

Method, your results are not only amplified — they’re sustainable.

Instead of posting on LinkedIn every day, chasing referrals that never come, or running ads that burn your budget…

…and then wondering why nothing seems to stick…

You can start winning premium clients and scaling your AUM from day one.

I’m not saying the old-school way is bad.

What I’m saying is — if your goal is to build a lean, profitable, and lifestyle-friendly financial planning business, then the old way simply isn’t going to get you there.

Because relying on word-of-mouth or one-off campaigns is reactive.

You’re always waiting. Always hoping. Always on the back foot.

That’s not a business — that’s survival.

And that’s why this is different.

HERE'S A SNEAK PEEK OF WHAT YOU'LL DISCOVER INSIDE THE BOOK

The silent mistakes 99% of financial planners make that keep them stuck working harder for less and how to avoid them immediately... (page 6)

How to diagnose failures in your business, pinpoint exactly which parts of your client process are leaking profit and how to fix them before year-end… (page 11)

Why traditional prospecting is dead — and what to replace it with if you want affluent clients coming to you instead of chasing them… (page 28)

The two-meeting model that converts premium clients effortlessly, even if you’ve struggled with sales or confidence in the past… (page 34)

A behind-the-scenes look at the exact tick sheets, templates, and CRM systems that built a multi-million-dollar advisory business… (page 39)

The psychology of high-net-worth investors — and how to ethically influence decision-making without ever feeling “salesy”… (page 45)

Why 80% of growth comes from the clients you already have — and the overlooked system that turns reviews into new business automatically… (page 52)

How to run a world-class presentation meeting — including what to say, what to show, and how to close with complete authority and confidence… (page 59)

The 5 essential systems every top-performing advisor uses to scale — and how to install them into your practice in one weekend… (page 63)

Scripts and phrases that turn “I’ll think about it” into “Where do I sign?” — tested in hundreds of real client conversations… (page 70)

A complete library of tools — from discovery templates to referral scripts - that eliminate guesswork and make consistency effortless… (page 76)

The roleplay techniques top advisors use to master objections and close with confidence — even under pressure… (page 81)

How to systemize your entire client experience so your service feels personal, but your operations feel automatic… (page 91)

The 4-phase Introduction Strategy that turns your happiest clients into a steady stream of new high-value introductions… (page 96)

The truth about why you don’t need a big team or fancy office to scale — just smart systems, tight structures, and disciplined execution… (page 100)

The step-by-step checklist for review meetings that consistently unlocks new assets, referrals, and renewals — without feeling like a sales pitch… (page 104)

Exactly how your business will look once The ABI Method is in place — predictable growth, high-quality clients, and freedom from chaos… (page 110)

Everything you need to generate revenue & introductions to high net worth individuals from every meeting - driving ongoing growth without spending a dollar on marketing...

If this is something you've been looking for, this is the ultimate guide on how to get it.

PLUS, I'M ALSO GOING TO GIVE YOU LIFETIME ACCESS TO OUR SKOOL COMMUNITY OF OTHER FINANICAL PLANNERS!

HERE'S EVERYTHING YOU'RE GETTING TODAY FOR JUST $4.99

Offer ending [Tomorrows Date]

THE ABI METHOD & FREE BONUSES:

Everything you need to generate revenue & introductions to high net worth individuals from every meeting - driving ongoing growth without spending a dollar on marketing...

INCLUDED WITH YOUR ORDER:

The AUM Accelerator Method Book

Dive into The AUM Accelerator Method™ and discover the proven system top financial advisors use to attract high-net-worth clients consistently, convert them in just two meetings, and scale their AUM — without cold calling, expensive marketing, or chasing prospects ever again.

INSTANT ACCESS | PRICE: ~~$97.00~~ $4.99

The AUM Accelerator Audio Book

INSTANT ACCESS | PRICE: ~~$37.00~~ FREE!

The Ewen Harris Toolkit Checklist

INSTANT ACCESS | PRICE: ~~$97.00~~ FREE!

Private VIP Community

Network with other ambitious financial advisors who are all implementing The AUM Accelerator Method™. This is the elite environment you need to be in if you’re serious about accelerating your growth and scaling your AUM.

INSTANT ACCESS | PRICE: ~~$497.00~~ FREE!

YOURS TODAY FOR JUST

$4.99

From $97.00

YOU'RE SAVING $92

Available Now For Instant Access.

Start Reading In The Next 2 Minutes.

HERE'S A SNEAK-PEAK OF WHAT YOU WILL DISCOVER INSIDE THE BOOK...

The silent mistakes 99% of financial advisors make that keep them stuck working harder for less and how to avoid them immediately... (page 6)

How to diagnose failures in your business, pinpoint exactly which parts of your client process are leaking profit and how to fix them before year-end… (page 11)

The “lightbulb moment” that transformed my practice from reactive and referral-dependent to a $170M AUM machine in less than 12 months… (page 18)

The 3-step AUM Accelerator Framework that brings a steady flow of high-net-worth clients without cold calling, paid ads, or endless networking… (page 23)

Why traditional prospecting is dead — and what to replace it with if you want affluent clients coming to you instead of chasing them… (page 28)

The two-meeting model that converts premium clients effortlessly, even if you’ve struggled with sales or confidence in the past… (page 34)

A behind-the-scenes look at the exact tick sheets, templates, and CRM systems that built a multi-million-dollar advisory business… (page 39)

The psychology of high-net-worth investors — and how to ethically influence decision-making without ever feeling “salesy”… (page 45)

Why 80% of growth comes from the clients you already have — and the overlooked system that turns reviews into new business automatically… (page 52)

How to run a world-class presentation meeting — including what to say, what to show, and how to close with complete authority and confidence… (page 59)

The 5 essential systems every top-performing advisor uses to scale — and how to install them into your practice in one weekend… (page 63)

Scripts and phrases that turn “I’ll think about it” into “Where do I sign?” — tested in hundreds of real client conversations… (page 70)

A complete library of tools — from discovery templates to referral scripts - that eliminate guesswork and make consistency effortless… (page 76)

The roleplay techniques top advisors use to master objections and close with confidence — even under pressure… (page 81)

How to systemize your entire client experience so your service feels personal, but your operations feel automatic… (page 91)

The 4-phase Introduction Strategy that turns your happiest clients into a steady stream of new high-value introductions… (page 96)

The truth about why you don’t need a big team or fancy office to scale — just smart systems, tight structures, and disciplined execution… (page 100)

The step-by-step checklist for review meetings that consistently unlocks new assets, referrals, and renewals — without feeling like a sales pitch… (page 104)

Exactly how your business will look once The AUM Accelerator Method™ is in place — predictable growth, high-quality clients, and freedom from chaos… (page 110)

REGULAR PRICE: $97

TODAY JUST $4.99

(You're saving $92 today!)

Available Now For Instant Access.

Start Reading In The Next 2 Minutes.

365-day money-back guarantee.

PLUS, I'M ALSO GOING TO GIVE YOU ACCESS TO OUR COMMUNITY OF FINANICAL ADVISORS!

VIP Community of Financial Planners

Network with other ambitious financial planners who are all implementing The ABI Method™. This is the elite environment you need to be in if you’re serious about accelerating your growth and scaling your AUM.

If you’ve ever thought that winning high-net-worth clients is a painful, complicated, and time-consuming process…

The ABI Toolkit checklist will make it effortless by giving you a checklist of every script, checklist, and email template you need to attract, qualify, and close premium clients — without ever starting from scratch.

And before you grab your copy of The Assets By Introduction Book, I want you to know…

THERE'S NO CATCH!

Yes, seriously...

I realize this is very inexpensive and I’m practically giving it away…

And you’re probably wondering:

“If you’re doing so well with this, why would you give it away for next to nothing?”

And I know there are some people out there who will offer you a great deal on something but then they try and stick you in some program that charges your card every month.

This isn’t one of them

There’s no hidden ‘continuity program’ you have to try or anything even remotely like that.

I’m literally giving you this entire book and ALL the bonuses listed on this page for just $4.99 as a means of ‘putting my best foot forward’ and demonstrating real value.

My hope is that you’ll love it and it’ll be the start of a good business relationship for years to come.

But with all that said, there is ONE thing to keep in mind…

THIS WON'T LAST LONG!

The truth is...

I was planning on getting a few thousand physical copies printed and selling this book for $97 because of all the crazy bonuses I’m offering.

And I’m going to do that in the near future.

But before I do, I want to get this out to as many people as possible…

And lowering the price to $4.99 helps me impact more people and help more financial advisors get more high net worth clients on their books.

So why would I do that?

Simple.

I’m making this offer with the idea that you’ll be very impressed with what I’m giving you today, and you’ll want to do more business with me in the future.

I consider that a win/win.

Pretty straightforward.

Anyway – with all of that said, this is a limited-time offer.

YOU'RE ALSO GETTING THE

AUDIOBOOK 100% FREE!

FREE AUDIOBOOK WITH PURCHASE

So if you’d rather listen to the book while you’re driving in the car…

Training in the gym…

Or on the wait to a meeting.

You can listen to it, too.

And there’s no charge for it.

Most people charge extra for the audiobook but I want you to have it as a gift for checking out the book.

EVERYTHING YOU'RE GETTING TODAY

HERE's EVERYTHING YOU'RE GETTING

TODAY FOR JUST $4.99

Everything you need to generate revenue & introductions to high net worth individuals from every meeting - driving ongoing growth without spending a dollar on marketing...

The Assets By Introduction Book

The Assets By Introduction

Audio Book

The Ewen Harris

Toolkit Checklist

Private VIP Community

WHAT ARE YOU WAITING FOr?

GRAB YOUR COPY NOW FOR JUST $4.99 & DIVE IN WITHIN 2 MINUTES!

365-day money-back guarantee.

P.S. If you’re one of those people (like me) who skips straight to the bottom of the page, here’s the deal…

I’m giving you a 120-page book that outlines the counterintuitive method I used to build and scale a $180 million AUM practice — without cold calling, chasing referrals, or relying on luck.

The way we do this is simple:

1️⃣ Position yourself as a premium advisor through authority-driven messaging.

2️⃣ Run a proven two-meeting conversion system that turns interest into trust and trust into clients.

3️⃣ Use structured systems and referral frameworks that compound AUM growth month after month.

This means you’ll finally be able to attract and convert high-net-worth clients consistently — without feeling pushy, salesy, or stuck in the feast-and-famine cycle.

You can get access to the entire strategy today for just $4.99.

It’s all actionable, with no fluff or filler.

The reason I’m offering it for $4.99 is simple — once you see how powerful this system is and start getting results, you’ll likely want to work with me and my team to install the full AUM Accelerator into your business.

Grab your copy today and start implementing what’s inside — I’m confident it’ll have a dramatic effect on your business, your confidence, and your client results.

And if you don’t absolutely love what you learn inside, just send an email to [email protected], and we’ll refund every penny — no questions asked.

You can even keep the book and the bonuses as my gift.

Click the button below and claim your copy now.

You’ll be glad you did.

STILL NOT SURE?

Frequently Asked Questions

What exactly am I getting?

You’re getting a 120-page book that outlines the exact strategy we’ve used to attract and convert high-net-worth clients — consistently and predictably — without spending a dollar on marketing.

We do this by following a simple 3-step framework:
1️⃣ Position yourself as the premium advisor high-value clients trust instantly.
2️⃣ Use a proven two-meeting model that converts conversations into commitments.
3️⃣ Install scalable systems that grow your AUM automatically — even while you’re off the clock.

On top of this, you’ll get a full suite of bonuses — including scripts, templates, checklists, and tools — all listed above on this page to help you implement everything faster and with total confidence.

Do you offer more in-depth help?

Yes, we offer a range of different ways to support you – if that’s something you’re looking for.

Whether it’s courses, coaching or even fully done-for-you services, we have solutions to help you get all of this stuff up and running even faster so that you can ultimately start scaling your financial planning firm.

Who is this for?

This is for financial planners — essentially, anyone who wants to attract high-net-worth clients, double their AUM, and build a predictable, scalable advisory business without relying on cold calls, social media, or expensive marketing campaigns.

What is ABI Method?

To put it simply, you’ve probably tried ‘all the other stuff’ and it hasn’t worked for you, right?

The ABI Method™ is different because it actually gets results in a way that’s simple, structured, and sustainable.

You position yourself as the premium advisor that high-net-worth clients naturally gravitate toward…

You follow a two-meeting model that builds trust and converts without pressure or endless chasing…

And you install automated systems that keep your pipeline full and your business growing — even when you’re not in the room.

How is this different from all the other stuff out there?

Great question — here’s how The ABI Method is completely different from all the other “advisor growth” programs out there:

Most systems teach you to chase clients — cold call, network endlessly, or waste money on ads that never convert.

This one teaches you to attract high-net-worth clients who come to you — by positioning yourself as the only logical choice.

Most programs drown you in marketing tactics that stop working the moment you stop showing up.

The ABI Method builds evergreen systems that run on structure, not stress — so your growth continues whether you’re in the office or on holiday.

And unlike generic “sales coaching,” this method was built by a financial advisor, for financial advisors.

It’s battle-tested in real practice — the same system Ewen Harris used to scale to $180 million AUM with a lean two-person team.

It’s not theory.

It’s the proven roadmap to building a high-net-worth advisory business that runs smoothly, scales effortlessly, and gives you back your time, freedom, and confidence.

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