Year-End 2020 Training & Offer

Here's The Replay – In Case You Missed It

Having great tools at your fingertips can be powerful, but only if you use them and strike when the iron is hot. I hope today’s Year End planning webinar was impactful for you, and I hope you take advantage of all the free tools!

Complete the form, choosing one, two, or all the options. I will send you everything I can to help you grow and realize more success in your business.

Scroll down to see your exclusive holiday offer!

Take Advantage of These Exclusives

Time to Take Your New Year to the Next Level

Join the ReLaunch program or enroll in the Complete Success System

This program is designed to ReLaunch your business to the next level with an exclusive focus on prospecting and marketing, closing the sale, building rapid rapport, and increasing your production like never before. This is perfect for an advisor that is looking to build a larger book of clients, increase AUM, and dominate his or her market. In the program, 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.

This program contains:

  • Elite Mindset (all modules and materials)
  • Elite Prospecting & Marketing (all modules and materials)
  • The Secret Sauce (all modules and materials)

* Monthly live calls are not included in this program.

$1995 Today Only $995

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

$2995 Today Only $1995

Use code ELITEXMAS to take $1,000 OFF instantly!

Exclusive Elite Advisor Pricing • Offer Expires SOON • Enroll Today

Here’s a Look Into the Course Modules


The ReLaunch program includes Mindset, Prospecting & Marketing, and Secret Sauce.
The additional courses and bonus calls are available in the full Success System.

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.


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

Exclusive $1000 OFF Elite Advisor Holiday Pricing • Limited Time Only

Use code ELITEXMAS to take $1,000 OFF instantly!

Advisor Success Stories


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've condensed 30 years of experience into only a few months of training so you can achieve more success, more quickly.

The Elite Advisor training means you don't have to reinvent the wheel – I'll give you the wheel so you can get exactly where you need to go!

As a Elite Advisor, you can take $1000 OFF the regular retail price of the training but only for a limited time • Holiday pricing will expire soon

Pin It on Pinterest