Engaging Speaker.
Barron's Top 100 Producer.

Trainer • Mentor • Industry Growth Expert

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!


Here’s  a sample of what attendees can expect to learn:

  • The Secret Sauce to Closing High Net Worth Prospects in the First Meeting
  • The 5 Critical Keys to Building the Business of Their Dreams
  • The Ultimate Leverage: a 3-Step Process to Transition Client Reviews to Licensed Members of the Team
  • The Transformational Mindset Shift from Advisor to Business Owners
  • Why Having 3 Prospecting Efforts Going Simultaneously is Critical to Success

Erin's Well-Received Presentations

      ★      The “Secret Sauce” to Closing High Net Worth Prospects at the First Meeting
Most advisors would like to move up market but they simply don’t have the skillset or confidence to approach high net worth prospects. Hence, they take on clients who are not profitable and take up a lot of the advisors time.
Erin’s “Secret Sauce” presentation provides the exact words she used to close high net worth prospects in the first meeting. Learn her winning formula and quickly take your business to the next level.

      ★      The 10X Advisor Challenge – 5 Keys to Building the Business of Your Dreams
For advisors who want to serve more clients and have the ultimate freedom – more time off and more money. Advisors will learn the mindset and exact strategies Erin used to grow her business by 10X in a few short years, leading her to the Barron’s Top 100 list. Whether the advisor wants to 2x, 5x or 10x their business, these keys are critical to learn and implement.

      ★      Women Have Absolute Veto Power – How to Win in the Women’s Market
You don’t have to be a female advisor to be successful in the women’s market. Learn the psychology and secrets necessary to win over female clients in all situations and get them to be your fierce advocates. Spoiler alert: always seat the woman at the head of the table.

      ★      Transitioning Clients to Your Team: How to Do it in 3 Meetings or Less
This is a FREEDOM BUILDER. To grow your business, you cannot meet with every client every time. Eventually there are no more hours in the day. Learn how to easily transition all or a portion of your clients to your team in three easy steps. Erin explains why it is SO important for the advisor and the clients that the business DOES NOT depend upon the owner/advisor. Included are specific tools for hiring top-tier, client-facing team members.

      ★      Lifestyle Driven Investing™ – An Investment Alternative to Modern Portfolio Theory
The problem with Modern Portfolio and the 4% rule is not that it doesn’t work; it just doesn’t work all of the time.  Learn an alternative to MPT that has been tried and tested through the last two market meltdowns.

      ★      BE BIG – Your Brand Should be Bigger than You!
Most often overlooked in other trainings, building a unique brand message is a missing key to advisor success. Erin teaches how to articulate your value proposition, appear “BIG,” and create a winning sales formula, regardless of the size of your practice.

      ★      The Importance of Charging a Financial Planning Fee
With margins on asset management shrinking, the need to create alternative streams of income has never been greater. Learn how to charge the right financial planning fees, not only to increase your bottom line but to also guarantee all other product revenues.

      ★      …..and More

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, please contact us today! 

The Impact of Erin's Training

“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."

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