Erin Botsford, Founder & CEO, The Advisor Authority — Part 1 Episode 22
Episode Summary
In Part One of this mini-series, Christine Shaw speaks with Erin Botsford, founder and CEO of The Advisor Authority, founder of Botsford Financial Group and a Barron’s Top 100 Advisor. Erin shares how she got her start in business, the goals that she set for herself, and how she has exceeded and surpassed those goals throughout her 30-plus years in the industry.
Episode Notes
Building a successful business starts with establishing goals and understanding what it takes to make it happen.
In this episode, you will learn:
- How Erin’s upbringing impacted her view of financial services
- Why, when working with a heterosexual couple, Erin refuses to meet with the man without his female counterpart
- The importance of education for women and female advisers
- How Erin has managed to take care of more than 500 orphans in Zambia
- Why Erin says you have to write out your goals in order to achieve them
- And more!
Tune in for the first part of this series with Erin Botsford, founder, CEO and Barron’s Top 100 Advisor!
Resources: InvestmentNews | Christine Shaw | The Advisor Authority | Elite Advisor Training Program | Erin Botsford
Guest bio: Erin Botsford, CFP™ is The Advisor Authority™
Having spent 30 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories – Independent, Advisor and Women Advisor), Erin sold her business in 2017 in a successful exit, a step most advisers want to achieve at the end of their careers.
Today she is the creator of the Elite Advisor Success System™, a system that teaches advisers how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the five keys to business success in easy to understand modules and in less than six months, advisors can learn what might otherwise take them decades to figure out on their own. Erin believes in the power of “modeling” and allows advisers to simply copy her success blueprint. Erin is also the author of two books, “Seven Figure Firm, How to Build A Financial Services Business that Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time.”
With 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide. To find out more, check out www.erinbotsford.com.
The full Erin Botsford interview on video
More episodes
Newsletters
Subscribe for original insights, commentary and analysis of the issues facing the financial advice community, from the InvestmentNews team.