Turning Client Anxiety into a Powerful Financial Ally

Close at every first meeting! Discover ethical and unfailing tactics that guide prospects toward protecting themselves against the unimaginable.

This week on Stay Paid, we delve into the world of attracting new clients and closing deals in the first meeting with advisor extraordinaire Erin Botsford.

You might know her name—Erin’s been recognized by Barron’s Top 100 in every category and is the author of the insightful Seven Figure Firm: How to Build a Financial Services Business That Grows Itself as well as the CEO of the Advisor Authority. But titles aside, her passion lies in protecting people from life’s unfortunate and sometimes tragic realities.

A personal disaster in her youth—a life-altering accident and her near-imprisonment due to her family’s lack of financial resources—ignited a fire in Erin. She vowed to help others avoid similar hardships. Early in her career, a seemingly natural talent for closing deals at the first meeting left her, as she puts it, “unconsciously competent.” With experience came understanding. Erin discovered the key to her success: posing questions that forced prospects to confront the potentially devastating consequences of inaction.

However, fearmongering isn’t Erin’s style. Instead, she focuses on highlighting real-world threats that can and do shatter lives. Her “secret sauce” lies in how she expertly and transparently guides clients toward taking the necessary steps to protect themselves, their families, and their property. When you listen to her interview, you’ll hear her unique tactics and how you can implement them in your own practice.

We hope you enjoy this episode and act on the advice Luke offers at the end. We’d also appreciate it if you took a moment to leave us a 5-star review and comment on Apple Podcasts. (We read them on air!) Thanks for listening!

Connect | Resources

• Get your free copy of Erin’s book, Seven Figure Firm: How to Build a Financial Services Business That Grows Itself, at erinbotsford.com
• Listen to the joint webinar with Erin and Stay Paid cohost Luke Acree: Become Unforgettable: How to Use FIT Marketing and the Psychology of Triggering Events to Capitalize on Market Volatility and Win More Clients

You can get more free resources, including recordings of additional webinars, e-books, printables, and lead magnets to attract new leads, by visiting our Resource Library.

Are you interested in working with Luke and Josh to improve your marketing, get more referrals, enjoy more repeat business, and begin living the life of freedom you deserve? Download a FREE SAMPLE of our personally branded magazines, and CLICK HERE to get a special offer just for Stay Paid listeners!