American Portfolios Crisis Conquered Workbook

Watch this & Conquer the COVID Crisis...

COVID Crisis Workbook for Financial Advisors | Erin Botsford - The Advisor Authority

Conquer Any Crisis with Confidence

No matter who you are, how remarkable an advisor you may be, or how hard you work, there will always be market adjustments and crises that come along and put you and your business to the test.

When a crisis does show up, you want to show your clients they’re in good hands with you.

You want to showcase your empathy and understanding, but you also want to confidently lead your clients in the right direction.

AND you want to show your clients – and prospective clients – you’ve got this crisis conquered.

Crisis Workbook and Exercises

I created a workbook that is specifically designed to help you do just that. You’re about to learn 5 things you should be doing to not only grow your business and calm your clients, but also how you can use this crisis as an opportunity to take your business to the next level.

Along with the top 5 things you need to be doing during this crisis, the workbook includes two valuable exercises for gaining clarity and control of your opportunities, threats, fears, and outcomes.

With the Fear & Worry Manager exercise, you’ll conquer what’s in your head… and more importantly, what’s going through the mind of each one of your clients. You’ll have an easy-to-follow path to show your clients, prospects, and team members.

The second exercise is all about tackling COVID. Designed to identify your challenges, outcomes, opportunities, and dangers, this exercise will help you take control of your business and develop an action plan to dominate your market.

Covid Crisis Workbook for financial advisors | Erin Botsford - The Advisor Authority

Conquer During Times of Crisis


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Advisor Success Stories


J. French

My closing ratio was very poor, and I was having a hard time pinpointing the reason. Then I listened to Erin’s Secret Sauce course and revamped my approach talk. Simply by tweaking my approach, I had several prospects convert to clients and my closing ratio improved overnight. Thank you for sharing your Secret Sauce with me!”

Brittany L.

“I’ve recommended that individuals in my peer group “hire” your system for their business owner development. So glad to get connected with you…and exceptionally thankful for your willingness to share your programs and expertise with this next generation of world-changing business-owner financial-planners!

David J.

“Erin’s course is amazing. She does a FABULOUS job of sharing her best ideas and practices after 30+ years in the industry and her firm’s templates are excellent and worth the cost of the program on their own. Last fall I was “stuck” on how to compensate my team and she had excellent compensation models that were invaluable to me.”

Andrea P.

“Erin’s class has helped me to refocus and get back to basics. What makes this even more unique is her ability to weave in and remind you that your business should feed your life and family, not the other way around. I can’t recommend these classes enough!”

Erica G.

“Thank you for an amazing experience! I am a goals-driven advisor, and a firm believer that you get out of training as much as you are willing to put into it. When I signed on for the Elite Advisor training, I was looking for some take away points I could use to take my business to the next level. What I received from this training has been so much more!”

Jason J.

“The Elite Advisor Success System is a great course. If you are looking to grow your practice to a business, this is the course for you. I am up over 60% in revenue for Q1 2019, compared to 2018. The ideas and strategies Erin provides through in the course have been a major part of helping grow my business!”

Jackie R.

“Erin Botsford’s Elite Advisor program covers every perspective of our business. From our mindset to team structure and contracts, this course provides the details so many other programs only allude to. It was a worthy investment in my business. I have no reservations in recommending this program to my colleagues.”

Karim H.

“The material that you have put together is one of a kind, and I believe no one in the financial services industry has put together content as comprehensive as you have. I have benefited hugely because as a relatively new practice, many of the components that are necessary to build a successful financial services business were not in place.”

Scott F.

“The training is amazing –absolutely love it! There’s so much value in every lesson and now I have so many ideas running through my mind! Probably won’t sleep tonight as I think about it all. Definitely a great investment.”

Maria K.

“I wish I took this course when I first started. It would have helped me set up my business the way I wanted and have a plan for the future. The flow of information from one course to another was exactly what an advisor building a business needs. I don’t know of any other course that shares so much information, in such a short period of time and without unnecessary fluff.”

Brian VH.

“I would highly recommend this course for anybody because implementing just a few of these ideas is sure to increase revenue. Erin’s openness about her business and career was a breath of fresh air and truly appreciated. Erin absolutely takes the right approach in running a financial planning business.”

Kerina G.

“I must tell you that in my 13 years as an advisor and 22 years in the corporate world, I have never attended a better or more effective class. Erin is absolutely amazing and shared so many sales ideas, organization, administrative and many more items with us. It is not often that I say it is worth every single dollar, but it is!”

Time to get to work.

You can conquer any crisis if you're willing to face its challenges head on.

Decide to dominate during this crisis, use the tools in the workbook, and help your clients more than ever before!

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