Financial Advisor Training Program | Erin Botsford – The Advisor Authority

complete financial advisor training system | Erin Botsford - The Advisor Authority

What if I told you it’s possible to learn everything you need to know in 5 months? When I say everything I mean everything I’ve tried, tested, and made sure works so you don’t waste any time with tools and philosophies that don’t help you grow. I want to help you grow your financial planning business in the fastest time possible because you deserve the freedom that comes along with a business that grows itself.

That’s why I created my complete financial advisor training program. I condensed decades into days, and 30 years of experience into 5 months of learning.

The completely online financial advisor training system is broken into five modules with one subject area per month plus a live Q&A with Erin to keep you on track.

Throughout the program, you’ll be given a “repeatable roadmap” to take back to your business and use immediately.

You’ll receive tools to bring in new prospects, train assistants, build a reliable team, and much more!

Because this course is aimed to cover a lot of content in a short amount of time, spots are limited. Our goal is to get this life-changing and business-growing information into as many advisor’s hands as possible while ensuring the integrity and efficiency of the course.

When you sign up for my e-course, you’re getting resources and proven methods that cover ALL aspects of your business; especially the importance of reframing your perspective from advisor to business owner.

Here’s a Sneak Peek Into the Course

COMPLETELY ONLINE FINANCIAL ADVISOR TRAINING PROGRAM

How mastering your mindset will catapult you to the next level.

How the “C.A.N.I. Concept” is used to evolve your mindset and your business.
A critical ‘Current State of Your Business’ Quiz you must take ASAP.
How to know if your actions are congruent and aligned with your goals.
Use this one “End of Life” exercise to put everything in your life into proper perspective.
This one advisor tracking activity changed my business; now you’ll have it.

Exactly what you need to do to get more prospects to say YES!

Determining your best target market and finding out their needs.
Don’t lead your talk with these 2 things…EVER.
What is the best seating arrangement that will boost your closing rates?
What is the best way to use the prospects net worth in your sales talk?
My actual sales scripts that sold hundreds of millions in $$ over 30 years!

9 Ways to Bring in More Clients in Less Time with Less Money

What 2 main psychological factors drive all decisions for your clients.
Why the ‘No Family, Friends & Neighbors Policy’ worked so well for me.
What early AM tasks brought in the most small-business clients.
What was the FASTEST way I built my firm that you can still do today.
My pre- and post-scripts, sample flyers, and resources.

The Exact Blueprint to Achieve Rockstar Status

What are the specific tasks and duties of an “Admin” to help make the practice efficient?
You can have 10 of my best email templates to use in your email correspondence.
What the ‘10 Steps of our Process’ are and how these can help you too.
How to train a team member to be the “perfect assistant.”
How to best take care of your ‘old-school’ clients.

Create Your Dream Team to Run Your Systems
& Processes for Flawless Execution

Who to hire first, second, and next on your dream team.
The best compensation models to implement.
The job descriptions we used which brought us high-quality candidates.
How we built our systems & processes manual by asking this 1 question.
The only way to build true enterprise value in your business is this way.

BONUS LIVE CALLS

Get ALL Your Questions Answered LIVE Directly from Erin

Monthly LIVE calls with a producing Barron’s Top 100 Advisor
Her 30-years of experience is available to you and your questions
Learn candidly what Erin did to keep her and her team at peak performance
Gain personal unscripted insights and advice on what you can do get un-stuck and overcome obstacles
Get proven, personalized tips and answers to take your business to the next level

The Elite Advisor Training Program

CHOOSE A COURSE • GROW YOUR BUSINESS

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

$995

ENROLL TODAY

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

$595

ENROLL TODAY

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!

$2995

ACCESS EVERYTHING NOW

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.

$495

PURCHASE YOUR REVIEW

Advisor Success Stories

REAL ADVISORS • REAL RESULTS

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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 2019, compared to 2018. 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!”

I’M INCLUDING EVERYTHING, SO ALL YOU
NEED TO DO IS PLUG IN AND TAKE OFF

GET EVERYTHING TODAY

Elite Advisor Training Programs