Quit Trying to Reinvent 
the Wheel – Use My Exact 
Blueprint for Building a 
Multi-Million Dollar Firm
Enroll in the Elite Advisor Success System today!
Give Me 5 Months, and I’ll Give You the Exact Blueprint for Building a Multi-Million Dollar Financial Planning Firm
As seen on
Erin Botsford has trained and is endorsed by dozens of financial brokerages
As seen on
I started out with nothing.
No client list. No referrals. No reputation. No experience starting or running a business. No mentors.
Probably a lot like you.
I struggled. I remember what it was like working seven days a week, burning out, and wondering if it was all worth it. And then putting my nose back to the grindstone and doing it all over again. 
I didn’t take a day off or a vacation for the first seven years! 
In complete frustration, I finally joined a coaching program and it was great…but there was something missing.
Each quarter when I went to my coaching program, I came home with a “blueprint,” similar to the blueprint when you build a house. It just so happens I was building a house at the same time and I had a decorator who kept saying: “Erin, I can see the finished house in my mind’s eye.” 
I would look at her and say: “Emily, that’s great, but I can’t see anything.”
And that’s how I felt about my business. I had a 90-day “blueprint,” but I had no vision for what the end game looked like. 
I felt lost in my business, and I didn’t know how much longer I could keep up 7-day work weeks. I didn’t know how much longer my husband and son could keep it up either. We were all suffering.
My business was consuming my life instead of delivering the life I imagined.
Let me ask, does any of this sound like you?
  • You’re a financial advisor and you’ve been in the industry for five or more years, but you’re hungry. You want more — you just don’t know how to get there, and you’ve been stuck at the same level of production for too long. You work harder and harder...only to achieve the same results. 
  • You’re working 7 days a week and performing too many functions in your business. You’re even processing paperwork and paying bills! You’ve built a business entirely dependent on you, so you can never take any time off. You feel like you’re on a hamster wheel, and you don’t know how to get off.
  • Your business is your life, instead of being the benefactor that lets you have a great life. You’ve basically created yourself a job.
  • You look at other people’s names on the top producer lists and in magazines and feel unaccomplished. Why are you the only one who can’t figure it out?
I’m here to tell that you’re NOT the only one who can’t figure it out. There are a lot of financial advisors who are smart, hard working people. People who SHOULD be top producers running seven-figure businesses of their own, but who are stuck at a figure that is way below what you know you’re capable of.

The reason is this: everyone’s teaching you tiny pieces of the puzzle. No one’s teaching the whole thing.
It’s like our industry hands you a box full of 1,000 loose puzzle pieces and says, “Here. Have fun.” OK...but how does it all fit together? 

Everything you need to build a seven-figure firm is out there someplace, but it’s all in disparate places. So you go to one conference and you sit and you hear a speaker and you pick up one idea. Then you go to another conference, and there’s another idea. Then you enroll in a program, but, again, each person is just giving you a tiny piece of the puzzle. 
Then you have to figure out, OK...where does that puzzle piece fit?
Imagine Having Everything You Needed to Start or Grow a Multi-7 Figure Firm!
Imagine instead that it was simple.

Imagine the blinders being lifted and seeing: it’s simple to start or grow a multi-7 figure firm that doesn’t rely on you. It’s simple to have weekends off, take long, relaxing vacations, and spend more time with your family. 

Imagine seeing YOUR name in a magazine as one of the fastest growing financial advisory firms in the country.

Imagine having it all figured out — finally. And having confidence in the predictable performance of your business, your future, and yourself.

How exhilarating would that be?

It’s indescribable. It’s where I lived for the last 15 years before I sold my business and decided to teach advisors EXACTLY how to get the results they’ve been dreaming of…
Hi, My Name Is 
I spent 30 years running my financial services business and got to the top of the heap, building it into a Barron’s Top 100 firm.

But it took a long time to get there. I spent a whopping 15 years in business coaching, trying to figure it out because I told myself if I couldn’t figure out how to stop working 7-day work weeks, I was going to quit and go get a job.

But even with all that coaching, I still had to figure all of it out by myself, because none of it was put together into a cohesive picture with a clear end goal in mind. My coach would tell me I needed systems and processes but then I’d have to figure out what that meant and how to create them. I was told I needed to hire staff but I had no idea where to look, who to hire, or how to compensate them to get the best return on my investment.

Eventually, through trial and error, I figured it out and sold my company in 2017 after 30 years for a multiple even I couldn’t believe!  
The reason I was able to get such a great price is that my buyer KNEW I had built a viable business entity that didn’t depend upon me showing up every day. They knew clients were not dependent upon meeting with me. Clients had bought the philosophy of my firm…not ME!

Which leads me to why you and I are here...

I thought it would be a crying shame to waste 30 years of knowledge going from the bottom to the top and not share that with anybody. 

And I knew there was a need for training to help financial advisors build the businesses of their dreams...businesses that would give advisors the ultimate freedom of time and money. Here’s the thing: we are salespeople. And you know what salespeople often struggle with? Building a real business that works for and has value with or without 
you in it.
As a result, there are a lot of financial advisors who haven’t given thought to what the end game looks like. How will they extract the value out of the business they are building? 
If you haven’t figured out how you can get value from your company without working in it day after day, you haven’t built a company. You’ve just created a job with a very friendly boss (you).
This is the overarching problem I would like to solve in the industry: how do you build a business that has prospects coming in the door like clockwork...one that turns those prospects into clients seamlessly and a business that can ultimately run without your day-to-day involvement?
Business in other industries do that. Why not ours?
INTRODUCING THE
Remember the idea of the puzzle with 1,000 pieces I mentioned earlier?
I’m going to show you what the final puzzle will look like and I’m effectively numbering the puzzle pieces so all you have to do is snap them together. 

You’ll get all the templates that I used to build my multi-7 figure firm. It’s plug and play. This information is SO valuable that one advisor called me and said, “Oh my gosh Erin, this is like ‘advisor in a box.’”
You’ll get the exact steps you need to follow without worrying about testing or trial and error.
Everything from…
how to think and act like a business owner
how to convert prospects into clients at the first meeting
how to hire, train, and compensate the right people
how to conduct client meetings so your closing ratio skyrockets

And — of course — how to build a marketing machine that provides a steady stream of prospects walking in your door month after month after month.

Most importantly, how to do all of this and wrap your day to be home for dinner and actually be off every weekend.
Everything You’ll Learn to Build a 
Multi-7 Figure Firm
(While Never Working Weekends Again)
I’ve created a step-by-step online course where I’ll show you the inner workings of my Barron’s Top 100 firm. We’ll dive into the templates I used, the meeting agenda formats that landed me new clients like clockwork and even the actual sales scripts that sold hundreds of millions of dollars of AUM.

To build a business that delivers predictable growth year after year, you have to implement the right systems in every touch point of your business from the first moment a prospective client calls for an appointment until they become raving fans and refer you to all their friends!

When you have this in place, you get the financial rewards, but you also get more than that:
  • Freedom from guilt while taking as much time as you want off of work. No work email. No client phone calls. No questions from your staff.
  • Peace of mind of knowing where your next prospect is coming from...and exactly how to close them in the first meeting. Comfort in knowing you can take a two-week vacation without worrying the wheels will fall off while you’re gone — and coming back to discover you were right, and the business kept growing without you.
Enroll in Elite Advisor Success System Today!
Here’s everything I’ll teach you to achieve exactly what you imagine and more.
There are five courses, and each one is structured to take only a few hours each month 
(but you can move forward as fast as you like).
Course 1: Elite Advisor Mindset – 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 – Module 1
  • A critical ‘Current State of Your Business’ Quiz you must take ASAP so that you can know what to focus on first – Module 2
  • How to know if your actions are congruent and aligned with your goals, so you can stop spinning your wheels and grow your business fast – Module 3
  • Powerful framing exercise to put everything in your life into proper perspective and free you up to focus on the most important priorities in your business and life – Module 3
  • A powerful advisor tracking activity that changed my business, so you know exactly what you should be doing every day and what you should delegate – Module 4
  • The exact 3 activities you need to do every day to build a multi-7 figure firm – Module 4
Course 2: Elite Advisor Prospecting & Marketing – 9 Ways to Bring in Clients in Less Time & Money
  • The 2 main psychological factors that drive all decisions for your clients and how you can tap into these psychological drivers and boost your close rate fast – Module 1
  • Why the ‘No Family, Friends & Neighbors Policy’ worked so well for me, even when I wanted the referrals – Module 2
  • The exact early AM task that brought in the most small-business clients for me – Module 2
  • The FASTEST method I used to build my firm, which you can still do today – Module 2
  • What the “4 Imperatives” are to running the best lead generation seminars that generate revenue – Module 3
  • My pre- and post-scripts, sample flyers, and resources, so you can run smooth, profitable seminars with minimal planning – Module 3
Plus 4 new Bonus pieces that I’ve never released before:
1. Press release samples, so you can quickly and easily get media coverage of your firm.
2. Statement of value sheet so you can clearly articulate your value proposition.
3. Video studio cheat sheet that shows you the exact equipment to buy to create high quality, prospect and client ready videos.
4. Marketing action plan worksheet sample, so you can boil down your marketing activities into a clear, easy-to-execute plan.

Course 3: Elite Advisor “Secret Sauce” – Exactly What You Need to Do to Get More Prospects to Say “YES”
  • Determining your best target market and finding out their needs, so you know exactly what to say in your sales and marketing to get and close more prospects – Module 1
  • 2 things you should never begin a sales presentation with…EVER...or you’ll doom your chances at closing before you’ve even begun – Module 1
  • The best seating arrangement that will boost your closing rates – Module 2
  • The best way to use the prospect’s net worth in your sales talk to close the sale – Module 4
  • Learn to use “disturbing tracts” to identify weaknesses in the prospect’s current situation and then “magnify the pain” that will result if they don’t fix those.
  • Why fee discussion done the way I teach will literally “guarantee” all your product sales – Module 6
  • My actual sales scripts that sold hundreds of millions in $$ over 30 years!
Plus, a bonus video of an actual “Approach Talk” live and unscripted, so you can learn the exact words to say to get a prospect to say “YES” in the first meeting.

Course 4: Elite Advisor Team Member Training – the Exact Blueprint to Achieve Rockstar Status
  • The #1 job role for your assistant or team member is to protect this for you… and here’s how – Module 1
  • The exact tasks and duties of an “admin” to help make the practice efficient – Module 1A
  • My 10 best email templates to use in your email correspondence, so you cut down time spent composing repeat emails – Module 1A
  • The ‘10 Steps of our Process’ and the psychology behind every step, so you lead your prospects down the path to having you manage ALL their money – Module 1A
  • How to train your team member to be the “perfect assistant” – Module 2
  • How to best take care of your “old-school” clients without every interaction with them taking up hours of your time – Module 4
Plus, extra bonus “Rules of the Road” training video, which teaches your assistant how to manage their time and their day, so they can be most effective in their role.
Course 5: Elite Advisor “Machine” – Create Your Dream Team That Will Run Your Systems & Processes for Flawless Execution
  • Who to hire first, second, and next on your dream team – Module 1
  • Which compensation models worked well for our practice that you can model, so your team is motivated and your firm is profitable – Module 1
  • The job descriptions that brought us high-quality candidates, so we wasted less time sifting through unqualified people – Module 1
  • How we built our systems & processes manual by asking this 1 question of all our team members – Module 3
  • This efficient method allowed me to train only one person in a firm of 18. The rest took care of itself – Module 3
  • The only way to build true enterprise value in your business is this way (it’s what let me sell my firm for a great multiple – Module 3
Plus, my proprietary formula for having an effective Monday Morning Meeting with your entire team so they know exactly what they should do for the week; this gives you the freedom to work that week or go on vacation!
Mega Bonus
There’s still another bonus woven throughout all the courses: monthly access to my live Q&A calls for six more months of live support.
On these calls, you can ask me any questions you have about the course material and applying it to your business, so you can get more prospects and close more clients ASAP. You’ll never wonder, “How do I apply this to me?” because you’ll have me to help every single month. I don’t do one-on-one coaching anymore, so this is your one and only way to access me. 
What Skills Will You Gain?
At the end of the Elite Advisor Success System, you’ll know:
  • How to bring in new prospects like clockwork, so you have your pick of ideal clients.
  • How to consistently close new clients, so your close rate skyrockets and you make more while working less.
  • How to build a team that keeps growing your business while you focus on high-value tasks, take vacations, and build your business to sell when you retire.
My Clients Have Increased Production 
from $200,000 to $2 Million.
My clients have achieved life-changing results. Things like:
Dottie A. exploded her income by 58% in the first 4 months of last year
Scott G. closed an $8M case with ONE seating psychology tip!
David G. grew his business from $200,000 to $2M by implementing tips Erin shared in her presentation.
And best of all: they’re doing it while working fewer hours and taking more vacations than ever before.
Here's what just a few of my students
say about working with me:
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How to Join Today
The other financial advisor courses out there are all over $10,000. And I could have charged much more than that for any one of the five courses included in the Elite Advisor Success System. Not to mention most of the other courses are typically taught by consultants who have never actually sat in front of a prospect. I’ve sat in front of thousands of them… So I know exactly what it takes to get to “YES!”  
Besides learning directly from a Barron’s Top 100 producer, 
(someone who has actually achieved the highest level of success), 
consider the value of everything you get: 
Online membership access to the full video-based course work listed above – so you can watch and learn from me whenever and wherever you want (over 15 hours of unique recordings).
$2,995 value
Online membership access to all the written transcripts and all the PowerPoint slides –  so you can print these out and read them at night or on your next airplane flight…that’s what I do.
$995 value
Online membership access to all the MP3 audio tracks for all the courses – so you can listen while driving in your car, commuting on the train or anytime you want to (hours of recordings).

$995 value
“Members’ Only” Exclusive Online Community access – so you can chat with others in our elite community, get feedback from fellow advisors, meet accountability partners to share ideas and keep you on track and hear what they are doing. 
$495 value
Online membership access to all the resources: worksheets, cheat sheets, templates,  checklists, scripts, quizzes and exercises that I created for you – so you can apply my materials to your business now (dozens of ready-to-use resources). 
$1,995 value
6 exclusive monthly live Q&A calls, – so you can get ALL your questions answered on a LIVE call-in by me. – Nobody gets me for an hour anymore (we’ll record these so if you can’t make it live – no worries).

$11,980 value
Total market value
$19,455
I know I could easily charge significantly more for this program. My motivation is focused on getting you to put this into action and getting your business to seven figures and beyond and giving 50% of my profits to fund my orphanage in Zambia. And if I priced this at the $20k or more that it is worth, less advisors would be able to access this game-changing blueprint. 
So I’m doing this instead:
Get started NOW for only $1,997 or
5 easy installments of only $440.
Enroll in Elite Advisor Success System Today!
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If you are not happy for any reason at all once you're enrolled in the course, simply email at mike@erinbotsford.com, and we'll issue you a prompt and courteous refund.
Have Any Questions?
  • Will this teach me how to get new prospects?
  • Yes. I’ll teach you much more than that, including how to build your business so you’re only doing high revenue producing activities while your team does everything else. In a nutshell, when you take this course and implement everything I teach, you can have prospects coming in on autopilot, so you’re never dependent on referrals again.
  • How much experience do I need to take this course?
  • You need to have 5+ years of experience as a financial advisor, but that could be working for yourself or for another firm. My system will teach you how to start a business on the right foot, or how to grow your existing business.
  • How much time does this take?
  • There are five courses in the system. Ideally you should plan to spend around 2 hours each week studying each course, so you should have all of the strategies learned and mastered in around 4 to 5 months. In terms of hours, each course clearly lays out the time you need for each video and/or worksheet so you can meter out your time throughout the week. My suggestion is getting up early and spending an thirty minutes to an hour each work day. (Then spend your weekend time with your families!) Or you can listen to the MP3s in your car on the way to work. Then decide what to go back and focus on. If you are a fast starter, you could finish all the material much more quickly if you decided to focus on it for more than an hour a day.
  • How long do I get access to this course?
  • You’ll have six months of access to the program. For an additional monthly membership, we offer an Alumni program where you can have continued access to the program after that. For more information on our continued Alumni membership, please contact us at mike@erinbotsford.com.
  • What will this teach me that a conference, seminar, or other course won’t?
  • A complete system, from beginning to end, for building a multi-7 figure firm — without all the drawbacks of an in-person event. By doing this online, you can revisit the information whenever you want, without being overwhelmed by three 12-hour days of information firehosed into your brain. You also don’t have to fly to another city and stay there for three days. This is all on your own schedule. 
You’ll also learn how to eliminate the roadblocks in your head stopping you from earning more. You’ll be able to get out of your own way and finally create a business where you can operate solely in the areas that give you energy, instead of doing tasks that are way below your pay grade. If you take my advice in a very short time you can have the ultimate freedom of both time and money. One without the other is worthless…but both are magical!  

This is also different from other courses because I don’t hold anything back. I don’t force you to pay more and more and keep coming back more and more to get the complete system you need. I give you the entire puzzle at once — everything you need to build the business you’ve always wanted but didn’t know how to get there.

And while a lot of trainings are generic coaching slightly tailored to financial advisors, this is built 100% from the ground up specifically for financial advisors. I’m a top 100 advisor out of all advisors in the U.S., and this is what worked for me and has worked for my hundreds of students.

Finally, this course is different because on the Q&A calls, you’ll be with me live, not a junior coach or teacher. 
How Much Longer Are You Willing to Let Your Income Stagnate While You Work 7 Days a Week and Miss Out on Time with Your Family?
I spent 15 years in business coaching. This course is a few short months.

Even if you don’t do everything in the course in four to five months, and it takes you one year to finish everything, then double or triple your income...isn’t that better than spending 15 years in coaching?

It horrifies me to think of anybody spending years and years in coaching like I did...only to end up figuring it all out on their own.

Because you know what? Life is too precious.

I’ve created this for me and the time with my husband and son I could never get back.
I also created this for my orphans in Zambia who will get an education and hope for the future. 50% of all profits from this course will be sent to feed, clothe and educate 500+ children in Africa. You can check out the orphanage at www.Ebenezerfoundation.org. You’ll see my husband and I there, loving on kids because we had the time and money to do so…while my business grew and grew.

And, most importantly, for YOU. Whatever your dream is: whether that’s building a fabulous new home, going on more vacations, giving more money away to charity, or just the “simple” (but important) pleasures like making every.single.one of your kids’ soccer games. 

I’m giving you all the puzzle pieces and the paint-by-numbers way to put them all together.

Now it’s up to you. You can take my 30 years of practice and trial-and-error getting to the Barron’s Top 100.

Or you can keep doing what you’re doing. How’s that working for you?
Enroll in the EASS today!
@2019 The Elite Advisor Sucess System