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Business Success Knowledge Circle: Elite Advisor "Secret Sauce" Webinar

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The first fifteen minutes of an advisor’s in-person meeting or first five minutes on a Zoom call with a prospect will determine if they end up with a new client in the first meeting. In this game changing session, Barron’s Top 100 advisor, Erin Botsford, will discuss: 

1. The art of using “Disturbing Tracts” – non-investment language to point out discrepancies in a prospect’s financial situation that quickly converts the prospect into a client and raving fan
2. The important steps in “setting the stage” (Hint: always seat the woman at the head of the table) 
3. Why you should NEVER use a “Pitch Deck” and NEVER lead with investments or insurance 
4. How to identify which of the 22 disturbing tracts work best and when to use them 

Erin Botsford, CFP®

Founder and CEO

The Advisor Authority

Erin Botsford, CFP® is a 30-year veteran of the profession. She was a Barron’s Top 100 advisor in all categories – Advisor, Independent and Women.  

Erin successfully sold her practice in 2017 and now provides advisors the ability to model her success through her Elite Advisor Success System™ training program.

Botsford donates half of the profits from her training courses to support orphans helped by the Ebenezer Foundation, an orphanage in Livingstone, Zambia.

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Business Success Knowledge Circle: The 'Secret Sauce' to Closing Prospects in the First Meeting
10/12/2021 at 1:00 PM (MDT)  |  60 minutes
10/12/2021 at 1:00 PM (MDT)  |  60 minutes The first fifteen minutes of an advisor’s in-person meeting or first five minutes on a Zoom call with a prospect will determine if they end up with a new client in the first meeting. In this game changing session, Barron’s Top 100 advisor, Erin Botsford, will discuss: 1. The art of using “Disturbing Tracts” – non-investment language to point out discrepancies in a prospect’s financial situation that quickly converts the prospect into a client and raving fan 2. The important steps in “setting the stage” (Hint: always seat the woman at the head of the table) 3. Why you should NEVER use a “Pitch Deck” and NEVER lead with investments or insurance 4. How to identify which of the 22 disturbing tracts work best and when to use them
Course Evaluation
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Certificate of Completion
1.0 CFP CE credit  |  Certificate available
1.0 CFP CE credit  |  Certificate available