Erin Botsford, Founder & CEO, The Advisor Authority — Part 2 Episode 23
In part two of this mini-series, Erin Botsford returns to speak with Christine Shaw about her secrets to building a seven-figure financial services firm. Erin explains her Elite Advisor Success System, discusses her book “Seven Figure Firm”, and shares her process when it comes to helping advisors grow their practice.
Building a seven-figure firm is entirely reachable for advisors who have the right mindset—a success mindset.
In this episode, you will learn:
- Why prospects referred to Erin’s office as “The Web”
- Erin’s prospecting tactics and what sets her apart from other advisors
- Why some women are afraid of having successful careers
- The importance of getting to know prospective clients on a personal level before working together
- What it looks like to take Erin’s course
- And more!
Tune in for more extremely valuable information from Erin Botsford about ways to grow your business!
Resources: InvestmentNews | Christine Shaw | The Advisor Authority | Elite Advisor Success System | Erin Botsford | Seven Figure Firm: How to Build A Successful Financial Services Firm That Grows Itself
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 advisors want to achieve at the end of their careers.
Today she is the creator of the Elite Advisor Success System™ a system that teaches advisors 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 5 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 advisors 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.
Part II of Erin’s interview on video
Subscribe for original insights, commentary and analysis of the issues facing the financial advice community, from the InvestmentNews team.