Erin Botsford, Founder & CEO, The Advisor Authority — Part 3 Episode 24
Episode Summary
In the third and final part of this mini-series, Erin Botsford returns to discuss key takeaways for advisors in 2021 with Christine Shaw and Nicole Casperson. Erin shares her tips for success, ways to ensure clients don’t expect you to be in every meeting, and the ways that Erin gives back to children in need.
Episode Notes
As 2021 quickly approaches, it’s important to keep in mind what worked in the past for your practice, and how you would like to improve as you move forward into the new year.
In the third and final part of this mini-series, Erin Botsford returns to discuss key takeaways for advisors in 2021 with Christine Shaw and Nicole Casperson. Erin shares her tips for success, ways to ensure clients don’t expect you to be in every meeting, and the ways that Erin gives back to children in need.
In this episode, you will learn:
- Why you should still be prospecting in the virtual environment — and how to use the new normal to your advantage
- The importance of breaking up long-term plans into shorter goals
- Both Erin’s and Christine’s experience building their careers
- Erin’s tricks for training her team and prospective clients
- Why Erin is passionate about giving back to an orphanage in Zambia
- And more!
Tune in for the final episode in this mini-series with Erin Botsford!
Resources: InvestmentNews | Christine Shaw | The Advisor Authority | Elite Advisor Success System | Erin Botsford | The Ebenezer Foundation
Guest bio: Erin Botsford, CFP is The Advisor Authority.
Having spent 30 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories – Independent, Advisor and Women Advisor), Erin sold her business in 2017 in a successful exit, a step most advisors want to achieve at the end of their careers.
Today she is the creator of the Elite Advisor Success System™ a system that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy to understand modules and in less than six months, advisors can learn what might otherwise take them decades to figure out on their own. Erin believes in the power of “modeling” and allows advisors to simply copy her success blueprint. Erin is also the author of two books, Seven Figure Firm, How to Build A Financial Services Business that Grows Itself and The Big Retirement Risk: Running out of Money Before You Run out of Time.
With 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide. To find out more, check out www.erinbotsford.com.
Part III of Erin’s interview on video
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