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

4:00 How can advisors express gratitude around the holidays? 

4:35 Why should you express gratitude to clients? (Gratitude letters, pies)  

6:00 Remembering the people who make the magic happen 

6:22 Should gratitude be pinned for the holiday season or throughout the year? 

7:15 How to remember the small things about your clients 

8:15 Setting up an internal system to celebrate clients 

10:40 ID Tip: Pick 1 or 2 things that you do well and be consistent

11:20 Stand-out trends that are working for advisors

11:50 Never being out of sight or out of mind 

14:00 Using your why story to help guide your next steps 

15:50 ID Tip: WIFM (What’s in it for me?) What are the needs for our clients? 

17:30 Why it’s cheaper to keep your clients than win new ones 

18:15 Marketing to and through clients to retain family generations 

21:00 Never make assumptions about your clients’needs

22:40 Building your own personal content creation strategy 

25:00 Q&A: Any guidance for adding value to Instagram for Raymond James advisors? (Suzanne Scheer)

27:40 ID Tip: Social media works when you work it 

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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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