If you are a financial advisor who wants more…then this book will teach the ‘how to’ in reaching your next level of success, written by someone who is actually doing it.
This is a no-fluff “repeatable roadmap” to reach Seven Figure production while actually building a self-managing firm that will grow itself.
Erin Botsford had all the odds stacked against her when she started in the industry in 1989. (read her personal story that shaped her view of money on page 23) She struggled early on and didn’t take a day off for the first seven years - not a day off - and was on the verge of quitting!
Today she is an industry speaker, best-selling author, and sought-after trainer as well as the CEO of Botsford Financial Group, a Barron’s Top 100 investment management firm with two offices and clients in more than thirty states. She promised herself that if she ever made it to this level, she would give back to the industry that has given her a level of success she could never have imagined.
And that’s what she’s doing in her new book…
In the Foreword, Consuelo Mack, Anchor and Executive Producer of WealthTrack said, “Erin is making a huge difference in many lives. Seven Figure Firm can help you do the same and live the life you’ve imagined.”
Erin is known for her unique trademarked investment philosophy called “Lifestyle Driven Investing™ (found on page 69). Instead of following the typical advisor track, Erin set her own path and in this book she shows you how to forge your own path to create YOUR unique value proposition. You need to do things differently to get better results. You’ll enjoy this book as it’s…
“It's not often that you find a successful person willing to reveal the secret sauce of their success. But that is what Erin Botsford has done her latest book "7 Figure Firm – How to Build a Financial Services that Grows Itself.” Often financial advisers struggle to transform their successful practice into a self-sustaining business. Ms. Botsford explains how she did it and offers practical guidelines of how to replicate her success right down to the details of where to seat clients in an initial meeting and why it is important to keep track of their coffee, tea or coke preference to be waiting for them upon their return. In an era of robo-advisors, building a brand to differentiate your services is key and establishing systems to provide a consistently superior client experience is the equivalent of building the golden arches of a successful financial services firm.”
~ Mary Beth Franklin, CFP, Contributing Editor Investment News
“At a time when the financial advisory profession is experiencing a dearth of talent, Erin Botsford shares her personal story describing how she turned head winds into tail winds to create a business that has been personally fulfilling, financially rewarding, and impactful on the clients and employees with whom she’s worked. This book is an insightful read for anyone considering the business of providing financial advice as a career, and is an especially inspiring tale for women considering this profession because Erin herself is an example of how to conquer the unconscious bias of others, and one’s own fear of failure. Erin not only touches on the emotion of building a business, but on the practical aspects of executing a plan that take the emotion out of the equation. “Seven Figure Firm” is a worthy read for financial professionals seeking ideas and examples of how to transform from managing a book of business to running a true business enterprise.”
~ Mark Tibergien CEO, Pershing Advisor Solutions, a BNY Mellon company