Complete business building training.
What is the Elite Advisor Program?
When your business is producing results, it can often feel like you’re too busy to step away for even a moment, let alone to take a real vacation. When you’re in charge of every aspect of your business process, your production is limited to only what you can accomplish. There’s a better way.
The Elite Advisor program introduces the complete Elite Advisor Success System™ – a comprehensive training built to give you everything you need to break production plateaus, serve more clients, make more money, and have more freedom.
Beyond mastering your mindset, ramping up your prospecting efforts and being able to close prospects at your first meeting, you’ll also receive an easy-to-follow model for developing a rockstar team, and all my automated processes and workflows in the exclusive “Machine” course.
We all know how important it is to have a team that knows what they’re doing. Perhaps more importantly, however, is knowing what each team member should be doing so you, as the business owner, can focus on what you do best – bringing in new clients.
The Elite Advisor program is built to give you all the pieces you need to build the business of your dreams. You’ll learn how to develop your team, prospect in the virtual world, close at the first appointment, integrate proven processes into your day-today operation, and set your business up to run like a well-oiled machine, even while you’re out of the office.
What's included in the Elite Advisor Program?
- 25+ Hours of video lessons, audios, transcripts, exercises, and additional resources
- The Elite Mindset Course: 5 Modules to get you focused on exactly what you want
- Prospecting & Marketing Course: 10 Prospecting Methods, Templates, and Secrets
- The Secret Sauce Sales Course: 7 Modules of scripts, exercises, and resources to make you a closing machine
- Team Member Training: How to build your own ROCKSTAR support staff
- The Advisor Machine course: Every system & process you need to grow exponentially
- Exclusive content on how to transfer clients to your team
- All of Erin’s Disturbing Tracts – helping you close prospects at the very first appointment
- Exclusive team compensation models / examples
- Exclusive access to LIVE monthly calls with Erin and the team
- First-Thing’s-First video bonus (for you to use in your prospecting)
- Unlimited email support
- …and more
The Elite Advisor Defined
The Elite Advisor program is ideal for advisors ready to take their business to the next level. This can include a solo advisor, an advisor with a single assistant, or be a full team of other advisors, assistants, or admins. Elite Advisors are looking to break through production plateaus, implement easy-to-follow scripts and models, and grow the business without their dedicated day-to-day involvement.
WHAT MAKES IT DIFFERENT – The Botsford Method™
The Botsford Method™ is what sets this program apart. This method includes implementing 5 critical elements into your practice to give you a path forward that’s repeatable, coachable, predictable, and profitable.
Whether you’re third year or thirtieth year as an advisor, the Botsford Method™ can give you a roadmap to remove obstacles, generate momentum, and give you the tools to create breakthrough success in your business.
WHAT DO YOU GET AS AN ELITE ADVISOR?
Five courses designed to help you become a confident Financial Services Business owner:
THE ELITE MINDSET
How mastering your mindset will catapult you to the next level.
- A critical ‘Current State of Your Business’ Quiz you must take ASAP.
- How to know if your actions are congruent and aligned with your goals.
- A key “End of Life” exercise to put everything in your life into proper perspective.
- An exclusive activity tracking tool that will change how you get things done.
PROSPECTING & MARKETING
9 Ways to Bring in More Clients in Less Time with Less Money
- The 2 main psychological factors drive all decisions for your clients.
- Using the ‘No Family, Friends & Neighbors Policy’ to build your pipeline.
- The FASTEST way to build your database of prospects
- My pre- and post-event scripts, sample flyers, and resources.
THE SECRET SAUCE
Exactly what you need to do to get more prospects to say YES!
- Why you don’t lead your talk with Investments or Insurance… EVER.
- The best seating arrangement to boost your closing rates.
- The best way to use your prospect’s net worth to get them to YES.
- My actual sales scripts that sold hundreds of millions in $$ over 30 years!
TEAM MEMBER TRAINING
The Exact Blueprint to Achieve Rockstar Status
- The specific tasks and duties of an Admin to help make the practice efficient
- 10 of my best email templates to use in your email correspondence.
- How to build the ‘10 Steps of our Process’ in your practice.
- How to train a team member to be the “perfect assistant.”
THE ADVISOR MACHINE
The Systems & Processes to Get Out of The Room
- Who to hire first, second, and next on your dream team.
- The best compensation and bonus models to implement.
- The job descriptions we used which brought us high-quality candidates.
- How we built our systems & processes manual by asking this 1 question.
You're a good fit for the Elite Advisor Success System
YOU WANT MORE GROWTH
You’re an advisor with a small team, and you’re struggling to break through a production plateau and achieve your larger revenue milestones. You want an easy-to-implement solution that can create results without adding to your to-do list.
YOU WANT A ROCKSTAR TEAM
You have a team that brings a lot to the table, but struggle to develop them into rockstars that can take the business to the next level. You want to build your team so they can achieve their big goals while also achieving big business goals in the process.
YOU WANT MORE FREEDOM
You’re a driven advisor who loves what you do, but you often feel like there simply aren’t enough hours in the day to get everything done. You’ve worked hard to get to this stage, and you’d like the freedom to take a vacation without worrying about the business falling apart.
Book a consultation today
