Finally... the EXACT blueprint you need to build a
Seven Figure Firm.

Get the exact blueprint I used to build a firm that makes money without me!

Seven Figure Firm: How to Build a Financial Services Business that Grows Itself

By Barron’s Top 100 Producer, Erin Botsford

Seven Figure Firm Erin Botsford Financial Advisor Training

This is a no-fluff, repeatable roadmap to reach Seven Figure production while actually building a self-managing firm that will grow itself.

Erin Botsford had all the odds stacked against her when she started in the industry in 1989. She struggled early on and didn’t take a day off for the first seven years – not a day off – and was on the verge of quitting, but a chance conversation with another advisor changed her path forever.

This book details every single best practice and move she made to build her own firm from stressful to Seven Figure Successful.

  • How to setup systems and processes that grow your business without you!
  • Say goodbye to pie charts and hello to something much more powerful
  • Making smart seminars work for you and capitalizing on the momentum
  • No filler, fluff, or nonsense – discover only tried and true best practices you can take action on right away!

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Do you ever feel like your financial practice is more of a job rather than a business? Would your business survive if you took six months off? If it’s completely dependent on you and your production, I want to show you a better way…

Back when I began my career in 1989, I was taught the same skills and philosophy we all were: work hard, prospect, close business, repeat forever. I reached relative success using that method, but I felt there had to be ways I could improve my success, so I started pursuing more education.

After dozens of seminars and courses, and thousands of dollars later, I ended up with a myriad of tools and systems for my success. I tried every one of them to figure out what worked and what didn’t.

Here’s a big secret they don’t tell you: most of these tools and systems don’t work.

It wasn’t until I met up with another advisor a year after we shared a course together that my practice changed. In the same year, he produced 10 times what I did!

He didn’t look any more exhausted than the rest of us – in fact, he looked well-rested. I needed to know his secret. There had to be something he was doing differently to produce those numbers.

I asked him to mentor me and show me what I was missing. I have always been a hard worker, committed to pouring everything I could into my practice, and I was sure if he could point me in the right direction, I would easily produce a seven figure business.

What I learned and implemented changed the trajectory of my business indefinitely.

I immediately started experiencing seven figure production, year after year. Once I saw the change it made in my practice and my life, I knew it was my duty to give back to the advisor community.

This book is my story of turning a struggling and stressful financial practice into a Seven Figure Firm. It is written for those that want to take action and truly build a business that gives them the life they envisioned when they first got started.

The blueprint for a
Successful Seven Figure Firm

Stand Out From Competitors

It’s no mystery why some financial practices are more successful than others: they stand out for all the right reasons. Learning how to make your business the go-to practice for your ideal clients is just the first step.

Increase New Accounts

A successful financial practice is only as good as the amount of successful clients it has. Acquiring new clients and building new portfolios is necessary for any successful advisor, and the right clients can make a world of difference.

Growth With Systems

Once your marketing and methods are clear, your practice can be taken to the next level with the right systems and processes. Rather than your involvement, your systems rely on predetermined processes so growth can happen without you.

“It’s not often that you find a successful person willing to reveal the secret sauce of their success. But that is what Erin Botsford has done her latest book. Often financial advisers struggle to transform their successful practice into a self-sustaining business. Ms. Botsford explains how she did it and offers practical guidelines of how to replicate her success right down to the details of where to seat clients in an initial meeting and why it is important to keep track of their coffee or drink preference.

In an era of robo-advisors, building a brand to differentiate your services is key, and establishing systems to provide a consistently superior client experience is the equivalent of building the golden arches of a successful financial services firm.”

Mary Beth Franklin
CFP | Contributing Editor | Investment News

Who is this book for and why
should you pick up a copy?

Erin explains a little more of what you’ll get in the book and why it’s something you don’t want to miss. Check this out:

“Erin, I just wanted you to know that yesterday was a terrific day. I read much of your book on the plane flying home, and wow, loved it. Thank you for sharing so much of you, your team, your secrets, what’s worked so well, and your passion for giving back in helping fragile children in Africa.

Impressive operation, team, and of course success! As I indicated in my introduction, you’re an Industry Rock Star and highly regarded peer, and now our good friend. No question you’ve figured out “the breaking through the ceiling of complexity.”  You are always increasing your A-Game.”

SteVan H. Gates, CRPC®
Private Wealth Advisor | Allegis Wealth Advisors

Who is Erin Botsford

Today, Erin is an industry speaker, best-selling author, and sought-after business trainer, as well as the CEO of Botsford Financial Group, a Barron’s Top 100 investment management firm with two offices and clients in more than thirty states.

She promised herself that if she ever made it to this level, she would give back to the industry that has given her a level of success she could never have imagined.

And that’s what she’s doing in her new book…

In the Foreword, Consuelo Mack, Anchor and Executive Producer of WealthTrack said, “Erin is making a huge difference in many lives. Seven Figure Firm can help you do the same and live the life you’ve imagined.”

Erin is known for her unique trademarked investment philosophy called “Lifestyle Driven Investing™ (found on page 69). Instead of following the typical advisor track, Erin set her own path and in this book she shows you how to forge your own path to create YOUR unique value proposition.

You need to do things differently to get better results. Erin is ready to help you do that with Seven Figure Firm.

What is building a Seven Figure Firm
of your own worth to you ?

Are you ready to build a business that grows itself?

Seven Figure Firm Erin Botsford Financial Advisor Training

This is a no-fluff, repeatable roadmap to reach Seven Figure production while actually building a self-managing firm that will grow itself.

Erin Botsford had all the odds stacked against her when she started in the industry in 1989. She struggled early on and didn’t take a day off for the first seven years – not a day off – and was on the verge of quitting, but a chance conversation with another advisor changed her path forever.

This book details every single best practice and move she made to build her own firm from stressful to Seven Figure Successful.

  • How to setup systems and processes that grow your business without you!
  • Say goodbye to pie charts and hello to something much more powerful
  • Making smart seminars work for you and capitalizing on the momentum
  • No filler, fluff, or nonsense – discover only tried and true best practices you can take action on right away!

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