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