Advisor Video Academy: How to Close a $20M Prospect in the FIRST Meeting

So many advisors are looking for that high-net-worth prospect, but aren’t confident what to say should they actually sit down with one. Closing a high-net-worth prospect isn’t difficult – but you need a next-level strategy to make it happen.

Idea Decanter talks with Erin Botsford, CFP® – founder of The Advisory Authority to learn the secret sauce to sealing the deal in the very FIRST meeting.

Cheat Sheet

3:00 Three Ways You Can Grow 

3:21 Problem: Targeting The Right Audience 

3:58 Choosing the Channels To Target Your Audience

4:23 Top 5 Priorities When it Comes to Your Marketing Budgets

5:22 Tip: Breakdown In Stats For Advisors When Using Social Platforms 

6:03 Boost Your Visibility for Prospects in Google Search

6:48 Get Positive Reviews and /Improve SEO

7:42 Where Do You Find Your Audience?

8:30 Top 3 Platforms For Targeting 

9:15 Estimating your Audience Size in a Facebook Campaign

9:45 Targeting Specific Age Groups

10:40 Creating Campaigns to Attract Specific Audiences 

11:34 Going Beyond The Organic Share 

11:50 How to Gain Followers

12:30 Growing Your Reach 

12:50 Using Advertising Tools In Social Platforms 

13:34 What Does Success Look Like? 

14:15 Why Your Website Presence Matters

14:50 Why You Need Marketing Attribution 

15:20 Why Using The Right Email Platform Matters 

17:22 When do I send people to my website? 

17:50 The Best Place to Put Video on your Website  

18:45 Building Custom Landing Pages: How Much Info Should Be On There?

21:59 Testing What Works Best For Your Brand: Utilizing A Testing Period 

28:00 Direct Response Advertising 

28:50 Curating A Guide For Your Target Audience

29:50 Creating A “Drip Campaign” 

31:00 How to quantify marketing goals in a realistic way?

35:00 Linkedin “In Mail” Marketing 

Watch The Webinar

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Our Performance Bootcamp is all about finding what works for you. If you’re ready to engage your audience and show up as your authentic self in your videos, here’s the link to get started:


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