Download "How to Find Ultra High Net Worth Clients"

#49 Overcoming The Fear of High Net Worth Prospects

Erin Botsford ( 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. The Last Day: How to Prepare For The End of Your Business
  2. The Benefits of Moving Up Market: Why Advisors Should Target High Net Worth Clients
  3. Overcoming the Fear of High Net-Worth Prospects
  4. Uncovering The Hidden Value of Financial Advisors





Talk With Brian Directly On How FourStar Can Help Grow Your Practice!

This podcast 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

FourStar Wealth Advisor LLC.

FourStar Wealth Advisors is a Registered Investment Advisor firm headquartered in Chicago. FourStar Wealth is an independent firm without the conflicts or restrictions of the old school firms. Money and wealth are tools to help investors get where they are going and achieve their hopes and dreams. We would like the opportunity to help you realize your hopes and dreams by achieving your financial goals.

Download "How to Find Ultra High Net Worth Clients" Guide