February 2022 | Erin Botsford
If you were unable to service your clients for whatever reason, or if you needed to step away for an extended period of time, is your business positioned to continue to function and grow without you? If you build a company that's setup to survive and thrive without your day-to-day involvement, you can 'retire' under the radar. Here's how I did it, and you can too.
read moreNovember 2020 | Erin Botsford
![Using Systems & Processes to Create Raving Fans [Part 3]](https://erinbotsford.com/wp-content/uploads/2020/11/austin-distel-VwsuhJ9uee4-unsplash-1680x1120-1.jpg "austin-distel-VwsuhJ9uee4-unsplash-1680×1120")
When your systems and processes are running successfully and your team operates as a unified force for growth, you can scale your business to unbelievable levels. You can accomplish in one year what a solo advisor might be able to do in 10, but even good systems need an update from time to time.
read moreOctober 2020 | Erin Botsford
![Using Systems & Processes to Create Raving Fans [Part 2]](https://erinbotsford.com/wp-content/uploads/2020/10/linkedin-sales-navigator-Z4BTpfQx_q4-unsplash.jpg "linkedin-sales-navigator-Z4BTpfQx_q4-unsplash")
If you want a wildly successful business, you need consistent, predictable processes in every action you and your team take. Take a look at some of the systems the team uses to make sure client experience and business management are predictable, profitable, and can be scaled to fit any size firm.
read moreOctober 2020 | Erin Botsford
![Using Systems & Processes to Create Raving Fans [Part 1]](https://erinbotsford.com/wp-content/uploads/2020/10/clayton-robbins-7r7-7RLdwCU-unsplash-scaled.jpg "clayton-robbins-7r7-7RLdwCU-unsplash")
If you want a wildly successful business, you need consistent, predictable processes in every action you and your team take. You want systems that allow you to control the client experience, communication standards, and team tasks. In this three-part series, I'll cover three big topics that go along with bringing systems and processes into your business.
read moreSeptember 2020 | Erin Botsford
In my first few years in the business, I learned more than I ever thought possible. More importantly, I was able to take the tough lessons and turn them into fuel that helped propel me to some pretty incredible levels of success. No matter where you are in your business journey, these 3 major lessons I learned as a financial advisor are easy to apply and use right now.
read moreSeptember 2020 | Erin Botsford
As someone that's built her business from the ground up, achieved the Barron's Top 100 designation in all categories, and sold the business for a healthy multiple, I can tell you with all sincerity there are some simple truths you need to follow if you want to be successful. Here are three essential pieces of advice form a Barron's Top 100 Advisor:
read moreAugust 2020 | Blake Hammerton
I recently wrote a few articles about what your clients are most drawn to, and how risk management makes you a better advisor. This recent article from FA Magazine echoes my earlier messages, and goes on to explain a little more about what your clients are looking for in you (their advisor) during these turbulent times in the global market.
read moreAugust 2020 | Blake Hammerton
When there’s uncertainty in the world and in the markets, the stress of being a financial advisor can feel overwhelming. Not only are you trying to care for your clients and your...
read moreAugust 2020 | Blake Hammerton
We all come into this profession with high hopes of building our business, but many advisors struggle to make that dream a reality. The right kind of marketing can deliver a steady, predictable flow of qualified leads, while the not-quite-right kind of marketing can deliver nothing but frustration. Here are 5 reasons why your marketing isn't making you money.
read moreJuly 2020 | Erin Botsford
Your prospects are often compare financial advisors, insurance agents, CPAs, and attorneys. They want to work with the advisor that communicates his or her brand and unique value best, Specifically, advisors whose values reflect their own. So let's review 5 ways you can develop your personal brand as a financial advisor.
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