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Are you generating plenty of leads but struggling to actually close more business?
In this episode of The Modern Insurance Agent Podcast, host David sits down with Erin Botsford, CFP® — The Advisor Authority™, who built one of the nation’s top financial advisory firms, appeared on Barron’s Top 100 lists, and sold her business in 2017. Today, Erin trains insurance agents and financial advisors on the exact closing language, systems, and scaling strategies that fueled her success.
💡 What You’ll Learn in This Episode:
👉 The “Consequences of Inaction” Close — Help prospects see the real cost of waiting without fear tactics.
🗣️ Scripts & Language That Convert — Field-tested phrases you can use this week to boost your closing ratio.
🤖 Tech vs. Human Touch — Where automation helps (and hurts) for complex solutions like LTC, annuities & more.
📈 From Edge to System — Turn your personal sales strengths into a scalable blueprint for your whole team.
🚫 Growth Killers to Avoid — The common “industry advice” that secretly stalls your production.
Whether you’re an insurance agent, financial advisor, or agency owner, Erin’s story-driven, no-fluff insights will change how you think about closing, scaling, and leading in today’s competitive market.
👉 Connect with Erin:
Website: erinbotsford.com
LinkedIn: linkedin.com/in/erinbotsford

Connect with Us:

🔗Download the resources & access the full podcast library – jumpstartgonow.com/podcast

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