#49 Overcoming The Fear of High Net Worth Prospects w/ Erin Botsford, Creator of the Elite Advisor Success System episode artwork

EPISODE · Jun 22, 2023 · 35 MIN

#49 Overcoming The Fear of High Net Worth Prospects w/ Erin Botsford, Creator of the Elite Advisor Success System

from Financial Advisor's Workshop with Brian Kasal · host Brian Kasal

Download “How to Find Ultra High Net Worth Clients” from ⁠⁠⁠⁠⁠https://FinancialAdvisorsWorkshop.com⁠ Erin Botsford (https://erinbotsford.com/) is the Founder and CEO of The Botsford Group, a boutique financial planning firm specializing in Risk Management, Asset Protection, Estate Planning, and Lifestyle/Retirement Planning Strategies. Currently, she is the creator of the Elite Advisor Success System™ – a training program that teaches advisors how to grow their businesses exponentially and plan for future succession. In this episode, Brian and Erin discuss: 1. Creating A Legacy Firm: What Your Last Day Should Look Like 2. The Margin of High Net Worth Clients: Why They're Easier To Deal With 3. Overcoming the Fear of High Net-Worth Prospects 4. The Untapped Potential of Financial Advisors LinkedIn: https://www.linkedin.com/in/erinbotsford/ Facebook: https://www.facebook.com/theadvisorauthority/ Website: https://erinbotsford.com/ YouTube: https://www.youtube.com/watch?v=PH2SJCvGRmM Website: https://www.investmentnews.com/podcasts/her-success-matters/erin-botsford-founder-ceo-the-advisor-authority-part-1 To see short videos of all our best FA Business Growing tips follow us on: Instagram: ⁠⁠⁠⁠⁠https://www.instagram.com/FinancialAdvisorsWorkshop⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠https://www.tiktok.com/@faworkshop⁠⁠⁠⁠⁠ YouTube: ⁠⁠⁠⁠⁠https://www.youtube.com/@financialadvisorsworkshop⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠https://www.facebook.com/FinancialAdvisorsWorkshop⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠https://twitter.com/FAsWorkshop⁠⁠⁠⁠⁠ iTunes: ⁠⁠⁠⁠⁠https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408⁠⁠⁠⁠⁠ Spotify: ⁠⁠⁠⁠⁠https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE⁠⁠⁠⁠⁠ Website: ⁠⁠⁠⁠⁠https://financialadvisorsworkshop.com/⁠⁠⁠⁠⁠ Interested in working at FourStar: ⁠⁠⁠⁠⁠https://financialadvisorsworkshop.com/advisors⁠⁠⁠⁠⁠ DISCLAIMER: This content is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar's registration status and business operations please consult the firm's form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at ⁠⁠⁠⁠⁠www.adviserinfo.sec.gov⁠⁠⁠⁠

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#49 Overcoming The Fear of High Net Worth Prospects w/ Erin Botsford, Creator of the Elite Advisor Success System

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