Closing (More Affluent) Clients In The First Meeting With An “Approach Talk” Method To Create Urgency: #FASuccess Ep 483 With Erin Botsford

In this episode, Erin Botsford shares her approach to winning clients in the first meeting by leading with risk-based conversations, engaging both decision-makers, and positioning her value through a structured planning and fee model. She also explains how building a team-run firm and removing the founder from day-to-day client work increases scalability, consistency, and long-term enterprise value.