Free guide for independent advisors
Close High-Net-Worth Prospects in a Single First Meeting
There's a way to walk into a first meeting and walk out with a decision. Erin Botsford built her whole practice on it, and this guide lays out how it works.
Built from the methodology of Barron's Top 100 Advisor Erin Botsford.
You're good at what you do. You've put in the years, you know the planning process, and you can hold your own against anyone on strategy. So it's a strange kind of frustration when the prospects you want most nod along, tell you they'll think it over, and then quietly drift.
Here's what's usually happening. The moment you start talking portfolios and performance, you've walked onto the same field as every other advisor in town, plus the app on their phone that charges next to nothing. You get compared. And when everything starts looking the same to a prospect, the only thing left to talk about is price.
That's the plateau so many strong advisors hit.
More leads don't fix it, because the problem was never really the leads. It's what happens in the room.
The Shift
Wealthy people don't fear missing out on a few points of return. They fear losing what they've already built.
When you’re the advisor who walks them through the exposures nobody else thought to mention, something shifts. You’re not another salesperson anymore. You’re the person protecting their family. And that’s who they say yes to.
Inside The Guide
The guide walks you through the full approach, step by step:
Reframe the Plateau
Why your plateau is a room problem, and the reframe that turns it around
Become the Financial Director
The three pillars that position you as a Financial Director instead of one more advisor pitching returns
The Approach Talk
The Approach Talk structure, so you open on risk from the first minute of the meeting
Surface Hidden Exposure
Two risk conversations you can run in your very next first meeting to surface exposure your prospect didn’t know they had
Charge for Expertise
How to charge for your expertise with confidence, so fee compression stops setting your value for you
You’ll finish it able to see exactly where your current first meeting is leaking, and what a better one looks like.
Get The Free Guide
Written For Independent producer-owners ready to compete on performance start leading the room.
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Erin Botsford, CFP®
The methodology behind the guide.
You already know how to manage money.
Individual results vary. This guide is educational and isn’t a promise of specific outcomes.