In this episode, host Belle Osvath, CFP®, speaks with Erin Botsford, CFP®, who shares valuable insights into how financial advisors can build more sustainable and lucrative practices. Erin discusses:

The role of a financial director vs. a planner: How being a concierge for your client's financial needs can set you apart and create lasting, generational relationships.

Why charging financial planning fees is essential: How Erin transitioned from offering free services to charging substantial planning fees and why it's crucial for high-net-worth clients.

The power of identifying risk: Focusing on risk management and pointing out potential vulnerabilities, like underinsurance or asset protection issues, helps advisors attract and retain clients.

· Erin Botsford Website: erinbotsford.com

· LinkedIn: Erin Botsford

---

The Smarter Planner Podcast is a product of the Financial Planning Association National Capital Area Chapter (FPA NCA). All information is for educational and informational purposes only. Belle Osvath and the FPA NCA do not endorse or recommend any people, products, or services featured or discussed in this podcast.

How to Land Ultra-Wealthy Clients (From Someone Who’s Done It!) - Erin Botsford [Founder]

Smarter Planner Podcast