Client Success Stories

Financial Advisors all over the country are taking their
businesses to the next level and are reporting incredible results.

What clients are saying...

These testimonials speak for themselves.

Training hundreds of advisors at varying levels of their business journey has been a remarkable endeavor. Not only because it helps us see how well you can achieve when given the right tools and guidance to model, but more importantly, it shows us the impact having a successful business can have on your life.

We’re confident the Elite Advisor Success System™ can help nearly every advisor serve more clients, make more money, and have more free time. But don’t take our word for it – explore these reviews!

Regina

Liz

Matthew

Hardt

Sarah

Violetta

Theresa

Brook

Advisor Success Stories

REAL ADVISORS • REAL RESULTS

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!”

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.”

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.”

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.”

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!”

EXPLORE ADDITIONAL FEEDBACK

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.”

– MARIA K. –

What's Stopping You?

Imagine the impact of modeling the exact scripts, strategies, and business building methods from a Barron's Top 100 Advisor to help take your business to the next level. In a year from now, you'll wish you started today. So start today.

EXPLORE THE COURSES
Erin Botsford Financial Advisor Training Programs

Become an Elite Advisor Today

This is your opportunity to draw immeasurable value from a Barron’s Top 100 advisor, and learn exactly how to apply it to your business, your sales, your prospecting, and your life.

ENROLL TODAY

What Will You Receive?

      ★      Private Dinner the Night Before
We believe the best way to build better businesses and blow away previous records starts by breaking bread together. You’ll join Erin and her team for an intimate dinner to share stories and explore what’s to come.

      ★      Navigating the Mindset Minefield 
The lens through which you view the world and your business is more powerful than any tool you could acquire. Discover the one secret she uses to defeat the gauntlet of negative thinking, and what made her a pro at achieving even in what others may see as a “down market.”

      ★      The “Secret Sauce” to winning over prospects in 20 minutes or less
Learn what Erin does to completely differentiate herself and her business from all other advisors in the marketplace. Learn her winning formula for closing prospects on the very first meeting.

      ★      Prospecting & Marketing Mastery
Get the inside scoop on how Erin built her book of business without prying for referrals from friends, family, or neighbors, and the exact pre- and post-appointment scripts you can steal and use in your business immediately.

      ★      Building a ROCKSTAR Team
Learn what Erin uses to identify rockstars on her team, and what you can do to turn good players into great ones in your business. This is where your firm will start making exponential gains, and she’ll show you the easy way to make it happen, no matter your location or clientele.

      ★      Flipping the Owner Switch
Discover how she built her business with systems and processes that made it grow by itself. Get the exact formula for automating elements and earning back your freedom. Learn what it takes to flip the switch to become an owner, and step away from being a day-to-day advisor.

      ★      …..and More

This exclusive mastermind is designed to give you everything you need in just a single day!

REQUEST INFORMATION

Pin It on Pinterest