The ‘Secret Sauce’ to Closing Prospects in the First Meeting

When:  Oct 12, 2021 from 15:00 to 16:00 (ET)
The October 2021 Business Success Knowledge Circle will be held on Tuesday, October 12th at 3 pm ET.

Guest speaker Erin Botsford will be presenting, "The ‘Secret Sauce’ to Closing Prospects in the First Meeting."

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


Having spent 30 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories – Independent, Advisor and Women Advisor) Erin sold her business in 2017 in a successful exit, a step most advisors want to achieve at the end of their careers.

Today she is the creator of the Elite Advisor Success System™ a system that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy to understand modules and in less than six months, advisors can learn what might otherwise take them decades to figure out on their own. Erin believes in the power of “modeling” and allows advisors to simply copy her success blueprint. Erin is also the author of two books, Seven Figure Firm, How to Build A Financial Services Business that Grows Itself and The Big Retirement Risk: Running out of Money Before You Run out of Time.

With 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences world-wide. To find out more, check out www.erinbotsford.com.