Category: Leadership

Using Systems & Processes to Create Raving Fans [Part 1]

Using Systems & Processes to Create Raving Fans [Part 1]

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.

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October 7, 2020 0 Comments
Business Success, Business Systems, Leadership, Sales

3 Major Lessons I Learned During My First Few Years

3 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.

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September 23, 2020 0 Comments
Business Success, Client Relations, Leadership, Seven Figure Firm Book

Three Essential Pieces of Advice from a Barron’s Top 100 Advisor

Success Advice from a Barron's Top 100 Advisor – 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:

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September 1, 2020 0 Comments
Client Relations, Leadership, Seven Figure Firm Book

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