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Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford - Financial Advisor Success | Wave AI Podcast Notes
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Financial Advisor Success
Ep 483: Closing (More Affluent) Clients in The First Meeting with an "Approach Talk" Method to Create Urgency with Erin Botsford
March 31, 2026
·
01:30:00
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