Engaging Speaker.
Barron's Top 100 Producer.

Trainer • Mentor • Industry Growth Expert

Before becoming a Barron’s Top 100 Advisor, Erin struggled badly for the first ten years. A chance encounter with a successful advisor who had achieved what she wanted to achieve changed the entire trajectory of her business. The rest, as they say, is history.  Erin built a large business, had a successful exit, and is now a sought after speaker for industry conferences.

Advisors want to learn from other successful advisors.

Because Erin understands the unique struggles of advisors at all levels, she can relate to each challenge and offer specific solutions to help the advisor get “unstuck” and quickly move the needle in their practice.

As evidenced by numerous testimonials, in one hour, Erin can completely transform the trajectory of an advisor’s entire business. She is able to do this because she knows EXACTLY what it takes to grow a top tier business from the ground up.

Erin knows… because She DID IT!

SPEND THE DAY

Here’s  a sample of what attendees can expect to learn:

  • The Secret Sauce to Closing High Net Worth Prospects in the First Meeting
  • The 5 Critical Keys to Building the Business of Their Dreams
  • The Ultimate Leverage: a 3-Step Process to Transition Client Reviews to Licensed Members of the Team
  • The Transformational Mindset Shift from Advisor to Business Owners
  • Why Having 3 Prospecting Efforts Going Simultaneously is Critical to Success
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Book Erin as Your Next Keynote Speaker

★      UNLOCKING YOUR INNER SUPERHERO

In “Unlocking Your Inner Superhero,” Erin Botsford, CFP®, shares her journey from poverty to becoming one of America’s top advisors. This keynote highlights the mindset, discipline, and steps advisors need to achieve next-level success. Attendees will gain actionable strategies and practical tools to enhance their performance and drive results. Perfect for those looking to boost metrics or find fresh motivation, this talk equips financial advisors to think and perform like champions.

Key Learning Objectives:

  1. Adopt a Superhero Mindset – Develop the discipline, focus, and resilience needed for high performance and next-level growth
  2. Step Into the Role of “Financial Director” – Learn strategies elite advisors use to take on a more impactful role in the lives of their clients
  3. Ignite Motivation – Draw inspiration from powerful stories that drive passion, raise standards, and boost results.

 

★      SOLVING THE EXIT DILEMMA – SETTING UP THE NEXT GENERATION OF ADVISORS FOR SUCCESS

Many Founders fail to prepare their advisors to grow the business, leading to lower valuations and stalled growth after they exit. In this talk, Erin Botsford, CFP™, shares how she built a Barron’s Top 100 firm that ran without her and attracted multiple buyers. She breaks down common excuses and outlines the key steps Founders must take to ensure a smooth, profitable transition.

Key Learning Objectives:

  1. Tell the Truth to Make Progress – Founders often delay team training, not out of reluctance, but due to limited time or guidance. Most built success on sales skills, not structured training.
  2. Start the Succession Process – The next generation is ready. This session shares a three-step plan to start transferring client relationships and growth duties.
  3. Step Back to Move Forward – Founders should step back from daily operations. Erin shows how her firm thrived without her, increasing its value and appeal to buyers.

 

★      UNLEASH THE POWER OF ADVICE – THE CASE FOR CHARGING FINANCIAL PLANNING FEES

In Unleash the Power of Advice, Erin Botsford, CFP®, explains the value of charging financial planning fees separately from AUM or product sales. This talk highlights the benefits of an advice-based approach for both clients and advisors, showing how it boosts client trust, revenue, and product sales. Using real-world examples and actionable insights, attendees will gain a deeper understanding of their ideal clients and learn strategies to maximize their potential as trusted advisors.

Key Learning Objectives

  1. Embrace an Advice-Based Relationship – Understand why clients value paying fees and how it reflects the perceived worth of your service.
  2. Strengthen Your Revenue Model – Relying on a single revenue stream leaves your business exposed; adding fees creates a more stable, diversified foundation.
  3. Think Like a Business Owner – Successful businesses charge for their expertise. Advisors who implement financial planning fees grow faster than those who don’t.

BREAKOUTS

Breakouts can be created to deepen the learning and experience from any keynote. Topics include:

  • The “Secret Sauce” to Closing Prospects in the First Meeting
  • The BEST Prospecting Method for Financial Advisors
  • Moving Up Market – Finding, Closing and Working with High Net-Worth Clients
  • The Day You Retire: What Does Your Business Need to Look Like?
  • The Ultimate Leverage to Create More Time, Money & Business Valuation
  • Build Your Team – Build Your Business
  • Elite Team Member Training – For Team Members and their Advisor
  • Winning Over Women Investors
  • The Competitive Advantage of Being A Female Financial Advisor

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… 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 or Breakout trainer, please contact us today! 

The Impact of Erin's Training

“Seeing other advisors grow their business and build a top tier company is my passion, and knowing I may have had an impact on their success is truly gratifying.

"My #1 Belief is that a business is supposed to be the catalyst that allows you to live the lifestyle you desire. A great business involves serving clients with absolute integrity, while providing you the time and freedom you work so hard to enjoy."

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