Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford

What does it take to close a high-net-worth client in the very first meeting? For Erin Botsford, the answer is for an advisor to position themselves as a risk expert and to create a sense of urgency to act in the prospects' minds. Erin is the founder of The Advisor Authority, and has developed a step-by-step formula for advisors to close more upmarket clients faster. She joins the show today to share how advisors can create positive first impressions by creating a "founders video", help prospects recognize their potential risk exposures in estate planning and insurance, and create urgency naturally. Listen in to also hear Erin's insights on setting effective fee structures as well as how founders can strategically extract themselves from every client case and ultimately scale their firms more effectively. For show notes and more visit:

You can listen to Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford online on Radio and Podcast. Open the player on this page to stream the available audio.

Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford is an episode from Financial Advisor Success by Michael Kitces.

This episode is 01:30:00 long.

This episode was published on Mar 31, 2026.

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