Erin Botsford is a Barron’s Top 100 Independent Advisor & Top 100 Women’s Financial Advisor, Best-Selling Author, Founder and CEO of Botsford Financial Group, a boutique financial planning firm with offices in Dallas, Texas and Atlanta, Georgia.
Among the top echelon of financial advisors, Erin is considered a thought leader on Practice Management for Financial Advisors. She is often asked to speak on topics related to financial advisors who want to grow their businesses.
Now, with the release of her advisor training book, Seven Figure Firm – How to Build a Financial Services Business that Grows Itself Erin is excited to share what she did to grow her business to a to a Top 100 Firm. Her passion is helping other advisors reach their potential and new levels of success.
Erin has given key notes and breakout sessions every year for the past twenty years at various industry conferences, including the prestigious Barron’s conference for Top Female Producers. Erin has been hired by broker/dealers and insurance companies to train their top producers.
She delivers the material in a warm and professional manner that resonates with the audience…people understand her; more importantly, advisors are inspired to listen and take action.
Here are just some of Erin’s well-received presentations:
★ The 10X Advisor Challenge – 5 Keys to Building A Business that Grows Exponentially
Advisors will learn the mindset it took and the exact 5 Strategies Erin used to grow her business by 10X in a few short years.
★ Women, Power and Money – What you Need to Know to Create Successful Relationships with Women Clients
You don’t have to be a female advisor to be successful in the women’s market. Learn the psychology necessary to win over female clients and get them to be your fierce advocates.
★ The “Secret Sauce” – to winning over prospects in 20 minutes or less
Learn what Erin does to completely differentiate herself and her business from all other advisors in the marketplace. Learn her winning formula for closing prospects on the first meeting.
★ Lifestyle Driven Investing™ – An Investment Alternative to Modern Portfolio Theory
The problem with Modern Portfolio and the 4% rule is not that it doesn’t work; it just doesn’t work all of the time. Learn an alternative to MPT that has been tried and tested through the last two market meltdowns.
★ Create Raving Fans Using Systems and Processes
This program gives advisors the easiest ways to “systematize the predictable’ which, in turn, creates exceptional and repeatable client experiences. This leads to more client referrals – the lifeblood of a successful business.
★ BE BIG – Your Brand Should be Bigger than You!
Most often overlooked in other trainings, building a unique brand message is a missing key to advisor success. Erin teaches how to articulate your value proposition, appear “BIG,” and create a winning sales formula, regardless of the size of your practice.
★ Transitioning Clients From You to Your Team – Why this is Definitely in the Best Interest of the Clients
Advisors will take away the biggest lessons Erin learned in building her firm and increasing the value of her business. She explains why it is SO important for the advisor and the clients that the business DOES NOT depend upon the owner/advisor. Included are specific tools for hiring client facing team members.
★ The Importance of Charging a Financial Planning Fee
With margins on asset management shrinking, the need to create alternative streams of income has never been greater. Learning how charging financial planning fees not only increases your bottom line but also guarantees all other product revenues.
★ …..and More
So if you would like Erin to teach your advisors how to reach seven figure production and beyond while building a firm that runs itself so they can enjoy the life of their dreams…then contact Erin Botsford today for your next event. You’ll be pleased you did.
If you are interested in scheduling Erin as your next Keynote Speaker, please submit the form below. Your email address will not be published. Required fields are marked *