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Financial Advisor Success

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.
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Now displaying: Page 1
Mar 17, 2020

Erin Botsford is the founder of Botsford Financial Group, a hybrid RIA with the LPL platform that oversees $1 billion in assets under management. Erin has built and evolved her firm over the years, starting out with it being centered around herself as the lead advisor and ultimately selling the firm but keeping her name on the door. Today she joins the show to discuss how she built her business over the past 30 years, as well as the transformation she made in the first decade of her career.

Listen in as we discuss the shift she made from lead advisor to CEO and how she nearly tripled the growth of the firm in the three years that followed. You will learn how she developed herself into a lead rainmaker role (despite admittedly not being a natural businesswoman), how she shifted control of client relationships, and more.

For show notes and more visit: https://www.kitces.com/168   

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