Erin Botsford

A Thought Leader on 21st Century Investing, Risk Management and Retirement

A "Top 100 Women Financial Advisor" and Inspirational Speaker Who Delivers Results

Financial Advisors want to learn from a proven producer – someone who’s actually done it! Erin Botsford built a company from zero to $5 million+/year; now she shows producers how to do the same thing!

Erin Botsford of Seven Figure Firm teaches financial advisors what she did to 10X her business and create a self-managing company that grows itself.  Erin’s story of being raised in poverty to becoming a Barron’s Top 100 Advisor has been featured in numerous articles and publications, including the cover story of Financial Advisor magazine, Investment News, Kiplinger magazine, The Dallas Morning News and The Dallas Business Journal.

With her vast experience and authentic personality, Erin can relate to advisors at all levels. She struggled for the first 7 years without taking a day off and is now Founder of Botsford Financial Group. She has delivered numerous presentations at conferences and break-out sessions, including keynotes.

Having trademarked an investment philosophy called Lifestyle Driven Investing™, she is considered a thought leader on 21st Century investing, risk management and retirement.

Erin believes a business is supposed to be the benefactor that allows its owner to have a great life! Erin shares her story and her unique business secrets in her new book, Seven Figure Firm: How to Build a Financial Services Business That Grows Itself. She also offers selected advisors the rare opportunity to come “Spend the Day” with her team where she peels back the curtain and shares all of her proven business secrets.

In 2012, Erin’s first best-selling book, The Big Retirement Risk: Running Out of Money Before You Run Out of Time was chosen as the cover story of Kiplinger’s Personal Finance Magazine, Annual Retirement Issue.


All of Erin’s programs are tailored to meet the client’s objective and can be delivered as a keynote, short program, breakout session, 1/2 day or full-day session.

  • The “Secret Sauce” – to winning over prospects in 20 minutes or less
  • The 10X Advisor Challenge – 5 Keys to Building A Business that Grows Exponentially
  • Women, Power, and Money – What You Need to Know to Create Successful Relationships with Women Clients
  • Lifestyle Driven Investing™ – An Investment Alternative to Modern Portfolio Theory
  • Create Raving Fans Using Systems and Processes
  • BE BIG – Your Brand Should be Bigger than You!
  • The Importance of Charging a Financial Planning Fee

“Erin Botsford has been a frequent guest speaker at Thrivent Financial’s Advisor training and development events. She leaves our audiences in awe of her approach to financial planning, building client relationships and growing a thriving practice. She has had a significant impact on our financial advisors professional development and practice success. They demand to have her back.”
Dan Young , Director of Event Planning and Recognition, Thrivent Financial Advisors

“I have heard Erin speak many times over my career, and I learn something new and life-changing each time. Using a perfect combination of inspiration, authenticity, humility and grace, Erin is able to very intimately connect with her audience. Her story of success provides inspiration, but even more importantly, her humility allows for one to feel they could “walk in the same shoes.”
Michelle Clary, Wealth Advisor

“When it comes to financial planning and the subject of retirement, Erin Botsford is extremely intelligent.  Her book is a must-read for anyone who wants to survive and enjoy his or her retirement.”
Robert T. Kiyosaki, Author of Rich Dad, Poor Dad

Erin Botsford gets it! She understands what drives the financial markets and has found investment strategies that support her clients’ retirement lifestyles in up, down and flat market conditions. No wonder the industry calls her “The Great Protector”.
Harry S. Dent Jr., Author of the New York Times Best Seller – The  Great Depression Ahead and The Great Crash Ahead

Erin’s Audiences Have Included Members From…

  • AXA Advisors
  • Barron’s Top 100 – (Multiple Conferences)
  • Financial Services Industry Summit
  • FSC Securities
  • HKS Architectural Firm
  • Kinder Brothers Soaring Conference
  • Lincoln Financial Advisors
  • LPL Advisors (Multiple Conferences)
  • Soaring Eagles Conference
  • Southern Methodist University
  • Texas Wall Street Women
  • Thrivent Financial
Travels From:  Texas
City: Dallas
$10,001 to $15,000


Erin Botsford of Seven Figure Firm teaches financial advisors what she did to 10X her business and create a self-managing company. Her vast experience and authentic personality allow her to relate to advisors at all levels.  She struggled for the first 7 years without taking a day off but then she learned the 5 Keys of Business Success that catapulted her into becoming a Barron’s Top 100 Independent and Barron’s Top 100 Women Advisor.

Having been raised in poverty, Erin rose to the top of her industry, building her business from zero in 1989 to a $5 million/year+ self-managing business with offices in Frisco, Texas and Atlanta, Georgia.  Erin’s personal rags to riches story has been featured in numerous articles and publications, including the cover story of Financial Advisor magazine’s January 2010 issue, Investment News, Kiplinger magazine, the Dallas Morning News and The Dallas Business Journal.  Her business success has resulted in her appearing numerous times in Barron’s magazine’s Top 100 Women Financial Advisers and Barron’s Top 100 Independent Financial Advisers lists.  Her television appearances include being a guest on “Wealth Track with Consuelo Mack,’ CBC’s “Power Lunch” and “Squawk on the Street.” Erin is the author of two books; recently published Seven Figure Firm: How to Build a Financial Services Business that Grows Itself and best-selling book: The Big Retirement Risk:  Running out of Money Before You Run out of Time.

Erin’s abilities to teach, train and motivate other producers are well known in the industry.   She has given keynotes and breakout sessions every year for the past twenty-five years at various industry conferences, including the prestigious Barron’s conference for Top Female Producers.  She has been hired by broker/dealer and insurance companies to train their top producers.  As an example, Erin was asked to train the twenty-five top producers of a major insurance broker/dealer. They documented the sales production of all twenty-five.  In the following year, the average production was up more than twenty-five percent.    Her speeches are not only informative and entertaining; they get results!

In addition to speaking at industry conferences on the topics of practice management, business leadership and building a self-managing company, Erin shares her business building acumen with advisors all over the country by inviting them into her office for her “Spend the Day with My Team” program.

Erin is married to Bob Botsford, an American Airlines pilot.  She has one son, Kevin who is married to Kristin. She has three grandsons, Cooper, Carson and Christian.  Erin loves reading, dancing, Zumba and snow skiing. Her two greatest passions are supporting our military veterans and orphans in Africa.


Learn what Erin does to completely differentiate herself and her business from all other advisors in the marketplace.
Learn her winning formula for closing prospects on the first meeting.

Erin Botsford, a Barron’s Top 100 Advisor struggled in business for the first seven years, never taking a day off.  Then she met “Paul,” who had grown his business from $300,000 to $3 million in 3 years and no longer met with clients!  Erin was flabbergasted by those results and asked Paul if she could spend one day with him.  He agreed.  What she was able to learn in one day she put into practice and within a few short years she too was doing over $3 million in production and her business grew substantially from there.  In this session, Erin will identify the 5 Keys to transforming an advisor’s practice into a business that can grow exponentially.

Learning Objectives – Audiences will take away:

  1. Understand the mindset needed to build a “business” that can grow exponentially
    1. Identifying the unique abilities of the advisor/owner – there are only 3 things the successful advisor should be doing.
    2. How to hire, train and delegate all of the other functions of the business
  2. An overview of the 5 Keys to building a business that can grow exponentially
  3. Learn 3 of the tools Erin used to leverage her business
    • Founders Video
    • Publishing a Book
    • Charging Financial Planning Fees
  4. Identify the roadblocks and overcome common Excuses and Objections
  5. Understand why a self- managing business is good for the clients of the firm

There’s an old saying: “If mama ain’t happy, ain’t nobody happy.”  This adage certainly holds true when working with female clients in the financial services industry.  Entire books have been written about the difference in psychology of women and men, yet the more obvious lessons rarely make it into the sales process within our industry.  Women do not want to feel marginalized and there’s often a fine line between holding her in a position of honor and making her feel patronized. This session will shed light on the psychological aspects of working with women, either as singles or in couples and allow the advisor to win over the hearts and minds of their women clients without falling into unexpected traps.

Learning Objectives – Audiences will take away:

  1. Understanding who drives the bus in the relationship
  2. What’s the ONE question you NEVER ask a woman?
  3. The Psychology of placement in the room
  4. What Women REALLY want in an advisory relationship
  5. How to prevent a female client from feeling patronized and/or marginalized

Most advisors ascribe to Modern Portfolio theory and the 4% rule when it comes to designing portfolios.  Erin believes MPT works great under two circumstances – if the client doesn’t need to live off their money or if the financial markets always go up.  Where MPT can fall apart is after the client retires, and needs access to their money; if the markets stay flat, or worse, go down for a sustained period of time, MPT can be disastrous! Erin Botsford created an alternative to MPT over twenty years ago and has been using it ever since.  Described in her best-selling book, The Big Retirement Risk: Running out of Money Before You Run out Time, it Lifestyle Driven Investing™ has been adopted by many advisors who want to protect their clients’ portfolios in good markets and bad. Dr. Wade Pfau, PhD, of the American College refers to Lifestyle Driven Investing™ as a second school of thought to MPT, adding it to his “safety first” styles of money management. Advisors would be well served to have an alternative money management style in their back pocket before the next major market correction.

Learning Objectives – Audiences will take away

  1. What is Lifestyle Driven Investing™ and when it is appropriate to employ
  2. The inherent problem(s) with Modern Portfolio Theory
  3. Why building a client’s “House of Security” is paramount to long term success
  4. The filters and criteria for asset selection in Lifestyle Driven Investing™
  5. Why Lifestyle Driven Investing™ could protect an advisor’s business in a down market


This program gives advisors the easiest ways to “systematize the predictable’ which, in turn, creates exceptional and
repeatable client experiences. This leads to more client referrals – the lifeblood of a successful business

Most often overlooked in other trainings, building a unique brand message is a missing key to advisor success. Erin
teaches how to articulate your value proposition, appear “BIG,” and create a winning sales formula, regardless of the
size of your practice.

With margins on asset management shrinking, the need to create alternative streams of income has never been
greater. Learning how charging financial planning fees not only increases your bottom line but also guarantees all
other product revenues.

Areas of expertise

  • Creating a Multi-Million Dollar Practice
  • Influencing Clients with Lifestyle Driven Investing™
  • Targeting Women with Money & Power
  • Achieving Success Despite the Odds
  • Leverage = Team = Freedom
  • Be Big – Building Your Brand
  • Create Raving Fans
  • Building Authentic Relationships
© 2024 Ro Morrison & Assoc.