This episode of Permission to Succeed features Doug Heikkinen and Erin Botsford, Creator of the Elite Advisor Success System™, a training platform for financial advisors and their assistants.
A Barron’s Top 100 Advisor, Erin was in the financial services business for over 30 years and recently executed a successful exit. Today Erin invites advisors to model her success by learning what works when it comes to marketing for new business, closing on the first appointment, hiring and training staff, and building a firm that runs without the day to day involvement of the advisor.
Erin teaches financial advisors how to focus on being the leader and creative force within their company, how to set themselves up for exponential growth, and when the advisor is ready, a successful exit.
In this podcast, you will hear:
- Erin’s career journey from being a “recipe for disaster” in her first job as a stockbroker, to starting her own firm and becoming a Barron’s Top 100 Producer, to setting her firm up for a successful sale, to how she’s now giving back.
- Why it is important to take your ego out of your business and make sure your firm can run without you
- How you can prepare in advance to make your firm attractive to buyers
- How to reassure your clients in today’s environment by making yourself available
Click here to download a free copy of Erin’s book, Seven Figure Firm: How to Build a Financial Services Business that Grows Itself.
Click here to learn more about Erin’s training program for financial advisors. Mention you heard her on IRIS.xyz to receive a special discount.