July 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.
read moreJuly 2020 | Erin Botsford
While the title mentions bulletproofing an inheritance, we’re not going to cover the technical aspects of how. Rather, I’m going to show you how that conversation will help you close prospects like...
read moreJune 2020 | Blake Hammerton
If you asked a hundred people on the street what a financial planner does, the answers would be overwhelmingly skewed towards the "investment management” side of the spectrum. This isn't necessarily false, but highly successful financial planners focus elsewhere first.
read moreJune 2020 | Blake Hammerton
In all our messaging, Erin's book and webinars, and our conversations with advisors, we're always discussing the ultimate goal of having a business that allows you to serve more clients, make more money, and have more freedom – and having it do all that with as little of your involvement as possible.
read moreApril 2020 | Blake Hammerton
Have you ever been ghosted? You had a great initial prospect meeting but you never heard from them again? Maybe it was because you left an important influencer out of the discussion. Did you inadvertently leave out the woman, not realizing the influence she maintains in the relationship? I am going to tell you how to win over female clients by not losing them at the onset.
read moreApril 2020 | Erin Botsford
Steve Sanduski invited me to be a guest on his Between Now & Success podcast, and it was wonderful to share my story with his audience. This is still the #1 MOST POPULAR EPISODE on his podcast! In our time together, I share what I did to overcome the obstacles laid out before me so I could build a seven figure firm.
read moreApril 2020 | Erin Botsford
Whether they are married, single, widowed, divorced, working, or retired, there’s never been a more important time for advisors to meet the emotional needs of their clients. Clients are scared right now. They are looking for leadership, confidence, and someone to hold their hand. That person is you, their advisor.
read moreMarch 2020 | Erin Botsford
When there's a lot of turmoil in the market, the stress of being an advisor can feel like it's ever-increasing. If you're the firm owner, you have to manage clients, expectations, your team, and your own time. It can all feel overwhelming. Here's how you avoid burnout.
read moreMarch 2020 | Erin Botsford
The financial services industry is the ideal career field for women. I’m living proof that a woman can come into the business with no knowledge of finance and excel beyond her wildest dreams. The only requirement is resilience. Women, however, have an edge. Let me explain...
read moreFebruary 2020 | Erin Botsford
We all dream of having a business that grows beyond us. We want something that runs smoothly and generates revenue, relationships, and referrals while we’re taking care of other things. Being able...
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