I’m Barron’s Top 100 Advisor, Erin Botsford, CFP® and I want to show you my favorite go-to prospecting methods for booking more appointments and filling your pipeline.
When you learn and master at least one of these methods, you can significantly grow your business WITHOUT working any harder.


I’m Barron’s Top 100 Advisor, Erin Botsford, CFP® and I’ve been where you are. I built a successful business as an advisor, but like all advisors, I was exhausted from the prospecting and closing process. Chasing prospects and leaving the “yes” to chance was leaving me exhausted.







