Exclusive Training: Top Producer Masterclass

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I’m Barron’s Top 100 Advisor, Erin Botsford, CFP® and I want to show you my favorite go-to prospecting methods for booking more appointments and filling your pipeline.

When you learn and master at least one of these methods, you can significantly grow your business WITHOUT working any harder.

Register for Exclusive Training:
Elite Prospecting Methods for Success
Tuesday, March 14th at 3pm CST

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In my 31-year career, I built my prospect pipeline without bugging friends or family, and received more referrals and introductions than ever. This training will show you how to implement the same methods in your own business today!

A One-Day Exclusive Masterclass

Growing your business can be both rewarding and exhausting. You want more prospects and clients, but prospecting can feel arduous. Your initial client meetings are planned out well and you give your best pitch, but sometimes it feels like nothing will really move the needle. It might take several meetings before that prospect becomes a client, and even though you’re good at it, it still leaves too much to chance.

There’s a better way.

What if you had access to the best, most successful, time-tested prospecting methods that delivered more referrals and appointments than anything else out there?

What if you knew the secret to closing your new prospects at the very FIRST meeting – and could use it to close effortlessly every single time?

What if you had the playbook for moving up market and attracting more high-net-worth clients?

Imagine for a moment what your business could look like if you were equipped with these tools. Imagine being able to do more in your business with less effort – generate more revenue from larger clients, and build your business without growing your To-Do list.

I’m Barron’s Top 100 Advisor, Erin Botsford, CFP® and I’ve been where you are. I built a successful business as an advisor, but like all advisors, I was exhausted from the prospecting and closing process. Chasing prospects and leaving the “yes” to chance was leaving me exhausted.

I wanted to grow my business, but more importantly, I wanted to do it without more meetings, more convincing, and more chasing. Along the way, I learned a few incredibly powerful keys that changed the trajectory of my business FOREVER.

Once I implemented these tools and techniques, my business took off like a rocket.

And I want that same success for you.

With that in mind, we created a special Top Producer Masterclass – a 3-hour summit with proven prospecting & closing secrets for you and advisors just like you—advisors who have already enjoyed some success, but are ready to go to the next level.

In a single afternoon, this virtual event will position you for significant growth – in your number of clients, how you fill your pipeline, your closing ratio, AUM, revenue, and more.

And it’s only $47

Register & Receive the Exclusive
Top Producer Masterclass Workbook

In this 3 hour training, I’m going to give you the most in-depth and comprehensive training I can to equip you with the strategies and steps to create results in your business IMMEDIATELY.

Here’s what you’ll learn:

  • How a simple shift in your Mindset can change the entire trajectory of your business.
  • The Best Prospecting Methods (31 years have taught me what works and what doesn’t).
  • Moving Up market – how to find HNW clients.
  • How to increase event attendance.
  • The secret to closing prospects of ANY size in your FIRST meeting.
  • The significance of your story – what to share and what to skip
  • The perfect Approach Talk – this alone is worth its weight in GOLD
  • And more…

Get Your Copy of Erin's Book

Download a digital copy of Erin’s book, Seven Figure Firm: How to Build a Financial Services Business that Grows Itself.

Time to Take Your Business to the Next Level

Register for the Top Producer Masterclass today!

You do not want to miss this special in-depth training.

This event is packed with the most powerful principles I normally reserve only for my Elite Advisor students.

You will learn more than I’ve ever shared before, and you’ll get it all for only $47.

I want you to have the most successful year of your career, and the principles and strategies I’m going to share are the perfect tools to make that happen, so make sure you mark your calendars and register today!

The Elite Advisor Success System is for advisors who are serious about business building. You’ll get access to everything Erin did to build her Barron’s Top 100 firm. In addition to what’s in the ReLaunch program, you’ll learn how to hire and manage the right people so you can spend ALL of your time doing what an advisor is supposed to do – find new clients, close business, and provide leadership to your team. Erin covers all the angles, options, and insights from her 30 years as an advisor. Enroll today to get access to everything!

This program contains:

  • Elite Mindset
  • Elite Prospecting & Marketing
  • The Secret Sauce
  • Elite Team Member Training
  • The Elite Machine
  • *All bonus materials
  • *Access to LIVE monthly calls with Erin

$4995 Today Only $3995

Enroll today and take $1,000 OFF the Elite Advisor Program instantly!

Exclusive Elite Advisor Pricing • Offer Expires 9/2/2022 • Enroll Today

Here’s a Look Into the Course Modules


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.
Financial Advisor Training Programs | Erin Botsford - The Advisor Authority

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

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.


SIX months FREE Mastery Membership

  • Six months of Mastery means you get LIVE calls with Erin absolutely FREE
  • Her 31-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

Exclusive $1000 OFF Elite Advisor Pricing • Limited Time Only

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