Margaret Ellison, advisor (synthetic persona)Senior advisor, founder and executive practice, New YorkAbout $820M across 183 households; four relationships above $50M; 7 of those households are in this prototypeWho's who

Prospects

Prospects ranked by how warm the path in is, how well they fit the practice, and size. Relay drafts the ask; the advisor sends it.

Prospecting

I read 5 prospects in Margaret Ellison's book, each with its signal and the path in. 5 ranked by path, fit and size; 4 warm paths found; 4 introduction asks drafted; 1 left cold, with no draft.

How I got there

1. AgentRead each prospect's signal and provenanceEvery prospect names the public source its situation is built from.
2. AgentScored the path inAn existing client or a referral 3, an event 2, a signal alone 1.
3. AgentAdded fit to the practice and size0 to 2 each, from the advisor's stated practice and the estimate.
4. AgentDrafted the ask where a warm path existsThrough the person who knows them; a cold prospect gets no draft.
5. YouLeft the sending to the advisorRelay never contacts a prospect.

In production a model would tailor the ask's wording to the referrer; the ranking stays arithmetic.

Margaret Ellison: Senior advisor, founder and executive practice, New York

#	Prospect	Signal	Path in	Est. assets	Next step (draft)
1 score 7	Co-founder of a Series D software company No contact yet	ProspectLate-stage funding round; a sale or IPO likely in 12 to 24 months	Referral M. Renner's co-founder; the Renners offered an introduction	$40M	AgentDraft for you to send: "Thank you for offering to introduce me. Would a short call in the next two weeks suit? I work with clients around late-stage funding round." Built from: Late-stage business funding as a signal UBS's AI flags; UBS New York founder practices (Founders Group)
2 score 6	T. Okafor-Lind, trust beneficiary turning 25 Last touch 60 days ago	ProspectTrust payout rule starts this month; next generation not engaged	Existing relationship Beneficiary of the Okafor-Lind trust, not yet engaged with the team	$9M	AgentDraft for you to send: "It would be good to meet and walk through what the family has in place, with no agenda beyond that." Built from: UBS families and foundations practice: next-generation education
3 score 6	CFO at a public company No contact yet	ProspectAbout $6M held at another firm; stock grants vesting	Referral Referred by the Thornburys' accountant	$6M	AgentDraft for you to send: "Thank you for offering to introduce me. Would a short call in the next two weeks suit? I work with clients around about $6m held at another firm." Built from: Assets held at other firms as a UBS AI signal (Financial Planning)
4 score 4	Surgeon retiring next year Last touch 12 days ago	Prospect401(k) of about $2.4M eligible to roll over	Met at an event Attended the team's retirement income seminar	$3M	AgentDraft for you to send: "Thank you for coming to the seminar. Happy to look at your options in a 30-minute call." Built from: SEC staff bulletin on account and rollover recommendations
5 score 3	Dentist selling a group practice No contact yet	ProspectPractice sale announced	Signal only, no connection No connection yet	$4.5M	YouNo warm path yet. Estimated $4.5M. Ask your clients and centers of influence for an introduction before any outreach. Built from: Business sale as a liquidity event (UBS Entrepreneurs Group)

Score: path in (existing or referral 3, event 2, signal only 1) + fit to the practice (0 to 2) + size (0 to 2).