I often get asked how what we do is different, mainly because our clients were first burned by lead generation companies in the past.

There are many differences, but perhaps the most pivotal is that prior to Burrows & Partners, I was part of a multi-billion-dollar wealth management client acquisition engine.

And I have personally spoken to over 10,000 pre-retirees and retirees, about their retirement. Which means I understand your business, you don't have to waste time explaining anything, and most importantly - I understand what drives your prospects. To be totally honest, I have been obsessed with that topic for the last 4.5 years.

For context, my first introduction to the wealth management industry was working within the private client arm of Fisher Investments.

Despite Fisher being a very large $350bn+ firm, they still continue to achieve incredible growth - circa 20% per annum since the late 70s.

They also sold a part of their firm in January 2025 for $3bn, at a REMARKABLE 21x EARNINGS! (Source: Citywire, 2025).

The reason it was so high? Fisher run a well-oiled client acquisition machine. One that compounds AUM growth in a predictable, scalable, manner, month on month.

And they're doing so whilst most of the industry is stuck in an old, outdated way of doing things.

In the UK, it's usually a large reliance on third parties and time consuming client acquisition methods. Networking events, B2B introductions, or waiting for referrals and inbound leads.

The offshore space is typically the complete opposite - low leverage methods that lack trust and require you to hire, train and manage demoralised BDM's. Cold outbound, cold calling and data digging.

When I left Fisher in 2023, I realised this was the case and knew there was a better way, so I founded Burrows & Partners.

Since starting Burrows & Partners, we have been responsible for client acquisition campaigns in over 63 different countries and 5 different continents.

It has been an extremely rewarding process, seeing my clients go from the frustration of having tried everything to scale their firms, to doing so predictably and reliably, and knowing they are building something sustainable

Prior to working together, many of our clients were wasting time delaying because they were lost, or they were caught up on being burnt in the past. Mostly though, they were already incredibly successful firms, but looking to get to the next level with a scalable model.

Regardless of where they were, my favourite feeling is always at some point in week 1 when they start booking their first appointments with great, open-minded prospects and realise they are onto a winning strategy.

That feeling is closely followed by receiving messages of updates on the great clients they've signed and families they have helped. (Find some examples attached at the bottom of the page!).

The mission of the company now is simple, every day, my team and I focus on "making wealth management client acquisition easy".

Whilst you will always still have to put in the work on your side, we strive to get as close as we possibly can to "easy", and ensure our clients are the beneficiaries.

So whether you have been burnt in the past, or have been achieving good, but not great growth, please don't hesitate to book your free discovery call to see what we can achieve for you and your business.

To your success,

Sam