Erin Botsford's Seven Figure Firm

The book shares proven strategies for effective marketing, client psychology, and operational processes to help you build a successful, high-revenue advisory firm.

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Cover of the Seven Figure Firm book by Erin Botsford

What you'll learn from Seven Figure Firm

01.

Think
Like
a CEO

Shift from managing clients to building a firm, with a clear vision, defined exit strategy, and a business designed to operate beyond you.

02.

Win
Better
Clients

Reposition your value, define your ideal client, lead with planning and risk, and learn to close a prospect in the first meeting.

03.

Build
Scalable
Systems

Install repeatable processes for marketing, sales, service, and team execution so growth becomes consistent and predictable.

04.

Create Enterprise Value

Empower your team to lead client relationships, and build a firm that commands a premium when you are ready to transition.

About Erin Botsford

Erin Botsford is a Barron’s Top 100 Advisor who built a financial services company from nothing in 1989 to a multimillion-dollar self-managing firm with offices in Frisco, Texas, and Atlanta, Georgia. 

Erin’s personal story of overcoming poverty and adversity in her early life and then building one of the top financial planning firms in the nation has been featured in many articles and publications, including Barron’s magazine, D Magazine, and Success magazine. 

She has made numerous television appearances, including on CNBC, Fox News, Bloomberg, and PBS.

Twice she has been a winner of the Best Practices award by InvestmentNews.

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“

Once you see what’s possible, you can’t unsee it.

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Are you ready to build a business that grows itself?

This book is a story of turning a struggling and stressful financial practice into a Seven Figure Firm.

It is written for those that want to take action and truly build a business that gives them the life they envisioned when they first got started.

Get Your Book Today
Seven Figure Firm by Erin Botsford

What Readers Have to Say

5.0

I recently (2-3 years ago) implemented Erin Botsford’s “Seven Figure Firm” strategies in my practice and the results have been nothing short of transformational! What I appreciate most is that this isn’t another teaser book trying to upsell me into expensive coaching programs (though I am part of hers because it’s reasonable and still not a coaching program but a “here’s how you do it” program)- she actually shares her exact blueprint for success with specific, actionable systems that allowed her to build a nearly $1 billion AUM practice. Her GRID™ asset allocation system immediately differentiated me from competitors still using pie charts. At the same time, her psychological insights on working with couples (seating the woman at the head of the table!) dramatically improved my closing ratio. Following her “Blocks Plan” approach helped me overcome client resistance to portfolio changes, and implementing her systems for client experience has turned my clients into raving fans. Most importantly, her wisdom about building a self-managing business through proper team development has given me back precious time while increasing revenue. The revised edition provides even more practical, no-nonsense guidance on leveraging your team to create a business that can thrive without your day-to-day involvement. If you want to build a truly sustainable seven-figure advisory practice, this book gives you everything you need to follow her proven path to success!

Matthew B Mullowney

5.0

Erin’s book is a reminder of how important our job as financial professionals is. We HAVE to care about our clients and their finances, or we’re in the wrong profession. Erin’s personal story is a testament of her tenacious spirit and intense advocacy to protect her clients assets, so they would never have to experience what she did. This is so important to her that she has trained, and continues to train so many advisors who see her heart for OUR clients. She has taught us how to truly take care of every aspect of our clients financial wellbeing. Reading the book is a great refresher of her Elite Advisor program, as well as a valuable introduction to it for those wondering if they should be a part of it.
LMJ

5.0

Erin details how to go from being a solo advisor where you are doing all the $20/hour work to a firm where you are doing only the work that requires your specific attention (eventually this is bringing new prospects to the firm) and where you hire others to do everything else. She details how to go from being self-employed to being a business owner. She gives details how to bring in the right prospects, build your team from the ground up and one thing that many advisors in this day and age still aren’t doing: charging a fee for planning. She emphasizes that the financial advisor is the head coach of the team and deserves at least the same level of respect as attorneys and accountants.
Steven E Herweyer

5.0

This is a truly excellent book for advisors because it explains in the utmost detail exactly what it takes to succeed with thorough steps and procedures fully explained. Many other such books give encouragement and positive outlook but not the same attention to the precise actions, which when carried out, will lead to successful outcomes every time. Her differentiation between a single advisor and a truly full business model with all parts coordinated is another invaluable topic that is covered quite fully. Her personal stories of what seemingly insurmountable obstacles she faced and how she overcame them make this reading all the more inspirational.

Bob Kaye

5.0

What sets Erin apart is not just her impressive experience, but the generous investment of her time and energy into those of us who are learning from her. Her advisor training program has helped me tremendously—giving me tools, strategies, and a mindset shift that have already made a real impact on my business.

This book is a must-read for any advisor looking to scale with purpose and integrity. Erin’s wisdom and willingness to share what she’s learned are truly a gift to our profession.

M.Whitehead

5.0

So many advisors (and other business owners for that matter) take on too many roles and wear too many hats. In this new edition of her book, Erin lays out the mindset shifts you need to explore as you grow your practice, the specific language that attracts and closes high net-worth individuals, and the systems your can implement right away in your business to help you get out of your own way and grow beyond the limitations of your schedule. It’s a must-read for any financial advisor that’s trying to level-up and doesn’t know where to start. Start here.
Chicago Advisor

5.0

I’ve been working with Erin for over two years now. I ready her first edition of Seven Figure Firm then, and this new edition with its extra information is so worth the time to read. She gives an attainable formula for success, starting with our belief mindset. I’m so proud to be a member of her coaching group and have resources like this book to help make my practice and myself be the best we can be!

Kindle Customer

5.0

This book WILL HELP ANY Advisor that wants to get to the next level. Erin had a great mentor that helped her, and now she can help mentor you through these insightful pages. It’s an easy read but yet delivers substantial, worthwhile strategies. Don’t hesitate – you’ll be genuinely pleased with the clarity and direction gained from this book.
mike moss

5.0

Erin has given great insight into how she built her firm. It has made me rethink how I think about and want to run my business. I have already started to see results from using her methods, they work. I would highly recommend this book and Erin’s program to any advisor, new to the business or 29 years in like myself.

Wes Oliver

5.0

An incredible book for financial advisors. It’s basically a condensed version of her Elite Advisor System that she sells for several thousand, which is great value as well.

I wish I had this book when I started out. It’s easy to understand with great insights into marketing, conducting client presentations, closing clients, and building out your team.

ND

5.0

Erin’s book is very helpful to all advisors, young and old. She was a very successful advisor for decades. Erin shares her techniques and insights in a way that can be easily implemented into your practice. I highly recommend. It is well worth your time to read her book and implement her ideas.

Jason Sherr

5.0

$even Figure Firm by Erin Botsford is an easy to read playbook on how to build a successful financial advisory business. One of my favorite parts of the book, is that each chapter concludes with “Questions to Ponder” which helps me contemplate the strategies discussed within my business.
Allen G. Yee

5.0

Erin Botsford provides a superb guide to any financial advisor looking to build a successful, sustainable advisory practice.
Arleatha M. Williams

The Blueprint for a Successful Seven Figure Firm

It’s no mystery why some financial practices are more successful than others: they stand out for all the right reasons. Learning how to make your business the go-to practice for your ideal clients is just the first step.

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