If you’re an advisor looking to achieve your next level of firm growth once and for all, what do you think you need to accomplish this goal? Is it more… Employees? Capital?...
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Category: Leadership
Building Your Personal Brand: Why It Matters and How to Do It Right
Did you know that having a personal brand isn’t just a marketing pipedream for advisors anymore? Now more than ever, it’s necessary to achieve your loftiest growth goals. Why? Because nearly three-quarters...
read moreMake The Elite Advisor Success System™ Part of Your Corporate Training
As an enterprise, you likely encounter numerous training opportunities promising to help your advisors grow their businesses—ultimately leading to greater growth across the company. Finding the right training program for your advisors...
read moreFrom Success to Succession: Preparing Your Firm for a Smooth Transition
Key Takeaways: Establish a capable and independent team to ensure the firm can function smoothly without your direct involvement. Implement replicable and independent systems to maintain a high level of client service...
read moreHow to Secretly Retire
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 moreUsing Systems & Processes to Create Raving Fans [Part 3]
![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 moreUsing Systems & Processes to Create Raving Fans [Part 2]
![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 moreUsing Systems & Processes to Create Raving Fans [Part 1]
![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 more3 Major Lessons I Learned During My First Few Years
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 moreThree Essential Pieces of Advice from a Barron’s Top 100 Advisor
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:
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