What Our Advisors Achieve When They Deploy the Elite Advisor Success System ™
25%
Average Annual Growth Rate
Compared to 15% industry average annual revenue growth rate
28% NNA
Growth Rate
Over a three-year average
2x AUM
Same Number of Clients
Increase average client value instead of adding more households
Free guide for independent advisors
Close High-Net-Worth Prospects in a Single First Meeting
Discover the first-meeting framework Erin Botsford used to lead with risk, establish authority, and turn more affluent prospects into clients in a single meeting.
Lead with risk
Win the room
Close with authority
The Programs Behind the Results
Two Programs • One Proven Path.
From your first close to a business that can run and grow without you, we are focused on helping you increase AUM, build revenue, strengthen your positioning, and move you and your firm up-market in the shortest time possible.
Million-Dollar Accelerator
The proven system to confidently close high-net-worth clients in one meeting.
- Attract and close ideal prospects in the first meeting with confidence and authority
- Implement paid financial planning and raise your standards
- Increase revenue fast through disciplined conversion
- Move upmarket and position yourself as the Financial Director
Elite Advisor Success System ™
You know how to close clients. Here's how to build a team, delegate what used to run through you, and create real enterprise value. This system includes everything in Million-Dollar Accelerator™ as well as:
- Build a team run firm that does not depend on you
- Install repeatable systems that reduce key person risk
- Delegate client delivery while you drive growth and strategy
- Create enterprise value for a profitable future exit
The Advisor Authority Difference
Characteristics of Success
Average Advisor
TAA Advisor
Executes a dynamic prospecting system
X
✓
Cares deeply about clients, their families, and their greater goals
✓
✓
Confidently closes 7-figure+ clients in one meeting
X
✓
Leads every client meeting with authority and confidence
X
✓
Strives to be the best financial partner they can be for their clients
✓
✓
Spends time on the clients and conversations that matter most
X
✓
Builds a bona fide business that doesn't depend on being available 24/7
X
✓
Follows a proven and repeatable process for every prospect meeting
X
✓
Magnetizes upmarket clients with the right marketing
X
✓
What Clients Say About Us
4.7
(50+ Reviews)
Proud to support growth-focused financial advisors nationwide.
Questions We Get Asked
Will your programs work for every type of advisor, or only certain ones?
The programs offered are timeless and focus on core principles of business-building from someone that’s actually done it. That said, the Million-Dollar Closing Accelerator is a perfect choice for institutional advisors or those that don’t have the flexibility to build their own independent business, while the full Elite Advisor Success System™ is the right choice for fully independent advisors or RIAs looking to turn their practice into a bona fide business.
What if I’m only looking for more proven prospecting methods - will this still work for me?
The full program contains the Prospecting & Marketing course, but the most important course is truly the Secret Sauce of Sales Closing. This is included in the full program and is the entirety of the Million-Dollar Closing Accelerator. The language to close your prospect is more powerful than lead generation because it makes sure you attract your ideal HNW prospect and have the exact words to close them. More leads aren’t the answer if you can’t consistently close your ideal prospects when you meet with them.
What if I won’t or can’t charge a financial planning fee?
While we do want you to build your planning fee revenue stream, we know some firms and broker-dealers aren’t keen to charge for plans. The materials can still help you attract and close your ideal clients, even without a fee. That said, most HNW prospects expect (and want) to pay for planning, but we can help you navigate that conversation as well.
How long are the programs & what if I can’t attend all the calls?
The programs are truly designed to help you 2x, 5x, or even 10x your business in 3 years, so they are designed to give you the core curriculum in the first 3-6- months, and the rest of the time on your journey is focused on Mastering everything you’ve learned. Some advisors are with us only a few months before they master the mechanics of the process, while others stay with us for more than 3 years to make sure they always have access to a Barron’s Top 100 Advisor and her insight as they reach new levels of success. Every call and lesson is recording and missing a session only means you have a replay to review.
Do you work with larger teams that want the entire firm trained?
All the time. Whether it’s a set of licenses for just your leadership team, a training for your entire team, or a private cohort just for your firm, we can accommodate. Just reach out and let us know what your goals are and we’ll put together a package to help and your people make it happen.
