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We Invite You to
Spend the Day with Our Team

Here's what a couple of the past participants had to say:

“I feel like I have thousands of ideas running through my head on how to propel our own practice using the principals learned in the session. The day was truly inspirational and extremely personal. Thank you for opening your practice for “all to see” and I understand your staffs feeling of vulnerability in doing so. As an advisor who is always open to learning from those whom are extremely successful, I have a heartfelt appreciation for allowing me the opportunity to see the inner workings of your company.” ~ Cindy J., Edmond, OK

“Outstanding investment of my time and money! Not often you can come learn from a person who has been enormously successful in our industry, yet is completely open and willing to share ALL her knowledge and intellectual property – what works, what doesn’t, admit to failures and share the secret sauce of what took years and millions of dollars to build.” ~ Jeff C. Miller, Charleston, SC

“This is a great meeting for anyone wanting to take their business to the next level. Erin’s willingness to share what is behind the curtain helped to expand my understanding of what is possible. My biggest takeaway was that this type of practice is achievable by anyone. No special abilities are required. If you have a vision of turning your practice into a business, this is a great stepping stone towards realizing that vision.” ~ Kelly Q., Palm Beach, FL

Spend the Day with Our Team
Learn How to Make the Five Keys to Success Work for You

Here's just a sample of what attendees can expect to get:

  • Learn 5 things you can do immediately to impact your business
  • Take home 8 to 10 systems and processes you can incorporate immediately to run your practice
  • Learn 2 tools we use to hire the right people
  • Learn the ultimate key to working with high net worth individuals
  • Briefing from our marketing team to show you how to ensure a constant stream of new clients
  • Over $30,000 of legal agreement templates


  • The psychology and steps of building a business that is not dependent upon you
  • Our approach talk and setting the new Rules of Engagement
  • Overview of staff and what they do for the business and for the clients
  • Review of key systems and processes we use to create consistent experiences for the clients
  • Key to working with high net worth individuals – Estate Planning 101
  • How to exponentially increase your credibility by writing a book
  • Breakout Sessions: Assistants
  • Creating the Ritz Carlton Experience for your clients
  • Protecting the confidence of the producer
  • Marketing Team Briefing
  • Lifestyle Driven Investing TM – optional
  • One on one time with team members for specific questions

Your investment in success: $2995/person*

*Discounts may apply for assistants and group bookings

The following is included:
Breakfast and Lunch
All Day with the Team

This hands-on training is a small group 'boardroom' program designed to foster individualized learning.
Space is limited and available only to the first 18 to register.
Book your seat now before they fill up.

Learn directly from the Botsford team members
what they do and how they do it.

Wednesday, April 25, 2018

Upcoming Training

Call 866-846-4943 or email sara@erinbotsford.com to reserve your spot