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Key idea: Rather than wait for a triggering event to cause people to reach out, financial advisors can create such events in the minds of their prospects and clients by pointing out the consequences of not acting now.
This week on Stay Paid, we host returning guest Erin Botsford, the founder and CEO of The Advisor Authority and the developer of the Elite Advisor Success System. As an advisor, she has been named to every category of Barron’s Top 100, and she’s the author of Seven Figure Firm: How to Build a Financial Services Business that Grows Itself.
Our conversation with Erin largely turns around two topics: her strategies for attracting prospects, and what she does to close every deal at the initial meeting. The first involves fully understanding and communicating her value proposition (there’s a huge lesson here). The second involves “disturbing” those at the table.
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