Before becoming a Barron’s Top 100 Advisor, Erin struggled badly for the first ten years. A chance encounter with a successful advisor who had achieved what she wanted to achieve changed the entire trajectory of her business. The rest, as they say, is history. Erin built a large business, had a successful exit, and is now a sought after speaker for industry conferences.
Advisors want to learn from other successful advisors.
Because Erin understands the unique struggles of advisors at all levels, she can relate to each challenge and offer specific solutions to help the advisor get “unstuck” and quickly move the needle in their practice.
As evidenced by numerous testimonials, in one hour, Erin can completely transform the trajectory of an advisor’s entire business. She is able to do this because she knows EXACTLY what it takes to grow a top tier business from the ground up.
Erin knows… because She DID IT!
In “Unlocking Your Inner Superhero,” Erin Botsford, CFP®, shares her journey from poverty to becoming one of America’s top advisors. This keynote highlights the mindset, discipline, and steps advisors need to achieve next-level success. Attendees will gain actionable strategies and practical tools to enhance their performance and drive results. Perfect for those looking to boost metrics or find fresh motivation, this talk equips financial advisors to think and perform like champions.
Key Learning Objectives:
In Cultivating Client Loyalty, Erin Botsford, CFP®, explores how advisors can transform client relationships by expanding their role to become their clients’ “Financial Director.” This talk emphasizes the value of addressing the risk side of the client’s balance sheet to build deeper, more meaningful connections. Attendees will gain actionable steps to protect client assets and address overlooked vulnerabilities, enhancing their perceived value. Perfect for those seeking to strengthen advisor leadership or inspire deeper client relationships, this keynote is a must for creating lifelong, loyal clients who highly value their advisor’s guidance.
Key Learning Objectives:
In Unleash the Power of Advice, Erin Botsford, CFP®, explains the value of charging financial planning fees separately from AUM or product sales. This talk highlights the benefits of an advice-based approach for both clients and advisors, showing how it boosts client trust, revenue, and product sales. Using real-world examples and actionable insights, attendees will gain a deeper understanding of their ideal clients and learn strategies to maximize their potential as trusted advisors.
Key Learning Objectives
Breakouts can be created to deepen the learning and experience from any keynote. Topics include:
If you would like Erin to teach your advisors how to reach seven-figure production and beyond, while building a firm that runs itself so they can enjoy the life of their dreams… contact Erin Botsford today for your next event. You’ll be pleased you did.
If you are interested in scheduling Erin as your next Keynote Speaker or Breakout trainer, please contact us today!
“Seeing other advisors grow their business and build a top tier company is my passion, and knowing I may have had an impact on their success is truly gratifying.
"My #1 Belief is that a business is supposed to be the catalyst that allows you to live the lifestyle you desire. A great business involves serving clients with absolute integrity, while providing you the time and freedom you work so hard to enjoy."
