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Erin Botsford

A Thought Leader in 21st Century Investing, Next-Level Practice Management, and Advisor Training

A Barron’s Top 100 Advisor, Author, and 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, CFP® is The Advisor Authority™ Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like 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. 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.

Erin’s abilities to teach, train and motivate other advisors are well known in the industry. As an international speaker, she has given keynotes and breakout sessions for the past thirty years at various industry conferences, including the prestigious Barron’s conference for Top Female Producers, LPL’s FOCUS conference, Raymond James, Prudential, Mutual of Omaha, Pacific Life and many more.  Her speeches are not only informative and entertaining; she keeps getting hired to speak because advisors are inspired to immediately implement what she teaches, thus getting results!

 

Keynotes

  • Unlocking Your Inner Superhero
  • Solving The Exit Dilemma
  • Unleash The Power Of Advice – The Case For Charging Financial Planning Fees

Additional Breakout Opportunities

  • The “Secret Sauce” to Closing Prospects in the First Meeting
  • The BEST Prospecting Method for Financial Advisors
  • Moving Up Market – Finding, Closing and Working with High Net-Worth Clients
  • The Day You Retire: What Does Your Business Need to Look Like?
  • The Ultimate Leverage to Create More Time, Money & Business Valuation
  • Build Your Team – Build Your Business
  • Elite Team Member Training – For Team Members and their Advisor
  • Winning Over Women Investors
  • The Competitive Advantage of Being A Female Financial Advisor

“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)
  • Centaurus Financial National Conference
  • Concorde Investment Services
  • Financial Services Industry Summit
  • FSC Securities
  • HKS Architectural Firm
  • Kinder Brothers Soaring Conference
  • Lincoln Financial Advisors
  • LPL Advisors (Multiple Conferences)
  • Mutual of Omaha National Conference
  • Raymond James Canada
  • Soaring Eagles Conference
  • Southern Methodist University
  • Texas Wall Street Women
  • Thrivent Financial

Seven Figure Firm

The Big Retirement Risk: Running Out of Money Before You Run Out of Time

Travels From:  Texas
City: Dallas
$20,001 to $30,000

Biography

Erin’s Story

Erin Botsford, CFP®, The Advisor Authority™ is the Founder and Creator of the Elite Advisor Success System™a complete training program for financial advisors. Through her training system, she has taught thousands of financial advisors how to move up market, create leverage in their businesses by hiring licensed staff and set themselves up for a successful exit. Using her proprietary “Botsford Conversion Method,™”  she is able to train advisors how to quickly and easily convert any prospect (including high net worth and ultra-high net worth) in the first meeting.

Her vast experience and authentic personality allows Erin  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 Advisor multiple times in multiple categories. 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 is married to Bob Botsford, a retired 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, Pickleball and snow skiing. Her two greatest passions are supporting our military veterans and orphans in Africa.

 

Presentations

In “Unlocking Your Inner Superhero,” Erin Botsford, CFP®, shares her journey from poverty to becoming one of America’s top advisors. This keynote highlights the mindset, discipline, and steps advisors need to achieve next-level success.

Attendees will gain actionable strategies and practical tools to enhance their performance and drive results. Perfect for those looking to boost metrics or find fresh motivation, this talk equips financial advisors to think and perform like champions.

Key Learning Objectives

  • Adopt a Superhero Mindset – Develop the discipline, focus, and resilience needed for high performance and next-level growth.
  • Step Into the Role of “Financial Director” – Learn strategies elite advisors use to take on a more impactful role in their clients’ lives.
  • Ignite Motivation –  Draw inspiration from powerful stories that drive passion, raise standards, and boost results.

Many founders unintentionally set their firms up to stall after they leave by failing to properly prepare the next generation of advisors to lead and grow the business. The result is often lower valuations and missed opportunities when it’s time to exit.

In this talk, Erin Botsford, CFP™, shares how she built a Barron’s Top 100 firm that operated independently of her and attracted multiple buyers. She breaks down the most common excuses founders make and walks through the essential steps to ensure a smooth, profitable transition and lasting success for the advisors who follow.

Key Learning Objectives

  • Tell the Truth to Make Progress – Founders often delay team training due to lack of time or clear direction, relying more on sales skills than structured development.
  • Start the Succession Process – The next generation is ready. This session outlines a three-step plan to transfer client relationships and growth responsibilities.
  • Step Back to Move Forward – Founders should step back from daily operations. Erin shows how her firm thrived without her, boosting value and buyer appeal.

In Unleash the Power of Advice, Erin Botsford, CFP®, explains the value of charging financial planning fees separately from AUM or product sales. This talk highlights the benefits of an advice-based approach for both clients and advisors, showing how it boosts
client trust, revenue, and product sales.

Using real-world examples and actionable insights, attendees will gain a deeper understanding of their ideal clients and learn strategies to maximize their potential as trusted advisors.

Key Learning Objectives

  • Embrace an Advice-Based Relationship – Understand why clients value paying fees and how it reflects the perceived worth of your service.
  • Strengthen Your Revenue Model – Relying on a single revenue stream leaves your business exposed; adding fees creates a more stable, diversified foundation.
  • Think Like a Business Owner – Successful businesses charge for their expertise.
    Advisors who implement financial planning fees grow faster than those who don’t.

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

Related Speaking Topics

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