Discover how top financial advisors break free from the time-for-money trap, scale their businesses, and attract high-net-worth clients with Erin Botsford’s Elite Advisor Success System ™!
In this episode of the Registered Investment Advisor Podcast, Seth Greene speaks with Erin Botsford, founder of the Elite Advisor Success System ™ and author of The Seven Figure Firm. She reveals how financial advisors can transition from service providers to true business owners by implementing scalable systems and strategies. She shares insights on attracting high-net-worth clients, closing million-dollar deals in a single meeting, and building a business that thrives independently of the advisor—key lessons she has also discussed in her Top Producer Masterclass.
Key Takeaways:
→ Why financial advisors must think like business owners.
→ How financial advisors should act as the client’s financial director.
→ Why offering concierge-level service is the key to being more referable.
→ Why advisors need multiple client acquisition channels.
→ How wealthy clients need protection from financial vulnerabilities.
Erin Botsford is a 31-year veteran of the profession. She was a Barron’s Top 100 advisor in all categories – Advisor, Independent, and Women. Erin successfully sold her practice in 2017 and now provides advisors the ability to model her success through her Elite Advisor Success System™ training program. She is also the author of the advisor training book Seven Figure Firm: How to Build a Financial Service Business that Grows Itself. She believes in the power of opportunities and donates a large portion of the profits from her training company to support orphans helped by several organizations in Africa, including the Ebenezer Foundation, Zoe Empowers, and Overland Missions
Connect With Erin:
Website
Facebook
LinkedIn
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