Business Success Knowledge Circle: Elite Advisor "Secret Sauce" Webinar
- Registration Closed
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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