Home Wealth Management Mindy Diamond on Independence: Erin Botsford’s Second Act

Mindy Diamond on Independence: Erin Botsford’s Second Act

Mindy Diamond on Independence: Erin Botsford’s Second Act


Ask any advisor what their “why” is, and also you’ll usually hear a few uniquely private expertise that propelled a mission of serving to others handle their monetary lives.

For Erin Botsford, that mission was initially pushed by misfortune and tragedy, main her to appreciate that cash gave folks selections.

Erin began at zero, with exhausting work and perseverance driving her seven days every week. But even after working with numerous coaches and mentors, Erin noticed that others have been rising their wealth administration practices quicker and with better ease.

Nevertheless it was an opportunity assembly with a profitable advisor named Paul that she credit for altering every thing. By way of cautious statement, Erin realized find out how to develop her enterprise and switch it into a totally self-sustaining one—permitting her to step away from every day actions with confidence.

In 2018, Erin’s LPL-affiliated agency, Botsford Monetary Group, turned the primary main M&A transaction by now serial acquirer Advantage Monetary Group, a hybrid RIA in Atlanta, Ga.

That paved the best way for this recipient of quite a few business accolades, together with a number of Barron’s High 100 honors, to begin on her second act. That’s, because the founder and CEO of The Advisor Authority, and sharing her system for achievement with different advisors via the Elite Advisor Success System.

Erin’s additionally an achieved writer and frequent speaker at most of the business’s main occasions for wealth administration.

On this episode, Erin shares her unimaginable backstory with Louis Diamond, plus:

  • Realizing she hit a wall in her progress—and what steps she took to show her enterprise round.
  • The true worth of constructing a scalable enterprise—and the way the proper folks make all of the distinction.
  • The conclusion that enterprise homeowners shouldn’t work 24/7—and find out how to “shift seats” with key group members and shoppers.
  • The significance of succession planning—and what different advisors must know when making ready for his or her subsequent chapter.

Erin shares her secrets and techniques for achievement and actionable recommendation for advisors and enterprise homeowners on constructing a thriving enterprise that can persist even in your absence and poised to develop into engaging to shoppers and patrons alike.

Be taught extra about Erin and The Elite Advisor Success System.

Obtain a transcript of this episode…

Hearken to extra episodes of Mindy Diamond on Independence: A Podcast for Monetary Advisors Contemplating Change.



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