Profile
“My strongest professional quality is my ability to build trust and long-term relationships, whether with clients, colleagues, or stakeholders”
Danny Ibrahim,
KeyRate Mortgage
With 31 years in financial services and recognition as a Barron’s Top 100 advisor in all categories, Erin Botsford built and sold a successful firm that many advisors dream of creating. She now dedicates her time to helping others do the same.
As the creator of the Elite Advisor Success System™, Botsford teaches advisors how to grow faster, close deals with ideal clients, and build firms with real enterprise value. Her proven framework delivers the five keys to success in clear, actionable steps so advisors can achieve in months what often takes decades to figure out alone.
A firm believer in the power of modeling, Botsford offers a blueprint others can follow to create scalable, transferable businesses. She’s the author of Seven Figure Firm and The Big Retirement Risk, and speaks internationally on building advisory businesses that thrive without being dependent on the founder.
Botsford’s personal story of overcoming adversity, paired with decades of real-world experience, allows her to connect with advisors at every stage.
1420 Fifth Avenue, Suite 3150, Seattle, WA 98101
866 846 4943
info@erinbotsford.com
linkedin.com/in/erinbotsford
theadvisorauthority.com
Erin Botsford
Founder and CEO
The Advisor Authority
Read on
Special Report
Home
Bio
Milestones
Profile
Read on
Special Report
Home
Bio
Milestones
Read on
Special Report
Home
Bio
Milestones
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made”
Danny Ibrahim,
KeyRate Mortgage
1989
1995
2015
2017
2018–Present
Entered the financial services industry: began her career as a stockbroker in Panama City, FL, with no network, no financial background, and every odd stacked against her
1989
Built Botsford Financial Group: grew her independent firm into a multi-location planning business serving high-net-worth clients, operating with documented systems and a full professional team
1995
Stepped back from day-to-day operations: successfully removed herself from client meetings and firm management, took a six-month sabbatical to prove the business could run without her – and it did
2015
Sold Botsford Financial Group with strong enterprise value due to its systems, team structure, and independence from her personal involvement
2017
Launched The Advisor Authority, a training company that mentors financial advisors through her Elite Advisor Success System™, helping them create their own scalable businesses
2018–Present
Milestones
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
