Elite Advisor Courses

Elite Advisor Training Courses


Take your prospecting to the next level and learn the 9 ways to bring in more clients in less time while spending less money! This course gives you ALL the scripts and samples I use.

Financial Advisor Training Programs | Erin Botsford - The Advisor Authority

This is the most popular course because in it you’ll get the exact sales scripts and my coveted “disturbing tracts” that help you build rapid rapport and close more prospects on the very first appointment. Includes BONUS: Mindset Course FREE & Eligible for 3 CFP® CE credits

Financial Advisor Training Program for assistants and team members | Erin Botsford - The Advisor Authority

Building a team is a crucial step in the evolution of an Elite Advisor and this course outlines the exact playbook to recruiting and training rockstar talent. You’ll also learn how to create the perfect assistant! Includes BONUS: Mindset Course FREE

The Advisor Machine is what puts your growth on autopilot! You’ll get the compensation models we use in our firm, job descriptions, systems, processes, and hiring order to reach the highest levels of success.

Financial Advisor Training Program | Erin Botsford - The Advisor Authority

The Elite Advisor Success System covers all the angles, options, and insights available to you from Erin’s 30 years as an advisor. You’ll get all the modules, all the scripts, all the videos, and all the bonus material! Enroll today to get access to everything!

Founder's Video
Script Review Service

This a la carte service will help you craft the wording for your Founder’s Video message (an assignment in the Secret Sauce course).
Erin will review your pre-written script (up to 1000 words) and will give you feedback and edits that will better define and refine your business message in a concise manner. As covered in Module 2 of the course, getting this video right will set the stage for more successful prospect meetings. This service can also be used for your “About Us” message or your “Mission Statement” video. This is a must if you want to have the best results with your prospects.

Advisor Success Stories


J. French

My closing ratio was very poor, and I was having a hard time pinpointing the reason. Then I listened to Erin’s Secret Sauce course and revamped my approach talk. Simply by tweaking my approach, I had several prospects convert to clients and my closing ratio improved overnight. Thank you for sharing your Secret Sauce with me!”

Brittany L.

“I’ve recommended that individuals in my peer group “hire” your system for their business owner development. So glad to get connected with you…and exceptionally thankful for your willingness to share your programs and expertise with this next generation of world-changing business-owner financial-planners!

David J.

“Erin’s course is amazing. She does a FABULOUS job of sharing her best ideas and practices after 30+ years in the industry and her firm’s templates are excellent and worth the cost of the program on their own. Last fall I was “stuck” on how to compensate my team and she had excellent compensation models that were invaluable to me.”

Andrea P.

“Erin’s class has helped me to refocus and get back to basics. What makes this even more unique is her ability to weave in and remind you that your business should feed your life and family, not the other way around. I can’t recommend these classes enough!”

Erica G.

“Thank you for an amazing experience! I am a goals-driven advisor, and a firm believer that you get out of training as much as you are willing to put into it. When I signed on for the Elite Advisor training, I was looking for some take away points I could use to take my business to the next level. What I received from this training has been so much more!”

Jason J.

“The Elite Advisor Success System is a great course. If you are looking to grow your practice to a business, this is the course for you. I am up over 60% in revenue for Q1 of this year, compared to last year. The ideas and strategies Erin provides through in the course have been a major part of helping grow my business!”

Jackie R.

“Erin Botsford’s Elite Advisor program covers every perspective of our business. From our mindset to team structure and contracts, this course provides the details so many other programs only allude to. It was a worthy investment in my business. I have no reservations in recommending this program to my colleagues.”

Karim H.

“The material that you have put together is one of a kind, and I believe no one in the financial services industry has put together content as comprehensive as you have. I have benefited hugely because as a relatively new practice, many of the components that are necessary to build a successful financial services business were not in place.”

Scott F.

“The training is amazing –absolutely love it! There’s so much value in every lesson and now I have so many ideas running through my mind! Probably won’t sleep tonight as I think about it all. Definitely a great investment.”

Maria K.

“I wish I took this course when I first started. It would have helped me set up my business the way I wanted and have a plan for the future. The flow of information from one course to another was exactly what an advisor building a business needs. I don’t know of any other course that shares so much information, in such a short period of time and without unnecessary fluff.”

Brian VH.

“I would highly recommend this course for anybody because implementing just a few of these ideas is sure to increase revenue. Erin’s openness about her business and career was a breath of fresh air and truly appreciated. Erin absolutely takes the right approach in running a financial planning business.”

Kerina G.

“I must tell you that in my 13 years as an advisor and 22 years in the corporate world, I have never attended a better or more effective class. Erin is absolutely amazing and shared so many sales ideas, organization, administrative and many more items with us. It is not often that I say it is worth every single dollar, but it is!”

Choose a Single Course or Grab The Entire Program Below

Having an Elite Mindset is what separates successful advisors from successful business owners. This course is designed to change the way you see your firm, your clients, your goals, and what’s possible!


The completely online system is the financial advisor training program you've been looking for to take your business to the next level.

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