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Keynote Speaker Erin Botsford
Erin Botsford
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$7,501 - $15,000

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Erin Botsford

Summary

Full Bio

Speech Topics

 

Summary of Erin Botsford

Erin Botsford’s journey, rising from a life of poverty and overcoming enormous adversity to becoming one of America’s Top Financial Planners, gives her the insight and perspective to guide clients through the current economic landscape. Using public seminars as her primary method of prospecting, Erin was asked by her firm to lead, guide, motivate and train regional insurance agents and teach them how to sell investment products. The original goal Erin was given by the firm was to help the region reach $1 million in GDC over the ensuing five years. Under her training and direction, the region did $1.7 million in the first year, $2.3 million the following year and was well over $5 million annually in five years. Erin’s personal rags to riches story has been featured in numerous articles and publications, including the cover story of Financial Advisor magazine’s January 2010 issue, Investment News, Kiplinger magazine. Her television appearances include being a guest on “Wealth Track with Consuelo Mack,” CNBC's "Power Lunch” and “Squawk on the Street.” Erin is the author of the recently published, best-selling book: The Big Retirement Risk: Running Out of Money Before You Run Out of Time.

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Erin began her financial planning career in 1989 with A.G. Edwards & Sons in Panama City, Florida.  Erin's first year in the business, she earned $14,997; by 1993, she had reached $498,000 in annual gross dealer concession. Using public seminars as her primary method of prospecting Erin moved to Lincoln Financial Advisors in 1995 to continue in personal production, but was also asked to lead, guide, motivate and train all of their regional insurance agents and teach them how to sell investment products.   The original goal Erin was given by the firm was to help the region reach $1 million in GDC over the ensuing five years.     Under her training and direction, the region did $1.7 million in the first year, $2.3 million the following year and was well over $5 million annually in five years.

In the early 2000's, Erin opened a second office in Atlanta, Georgia, the result of working with a large number key executives of a Fortune 500 company located in Atlanta.   Operating two offices with more than a dozen employees gave her a new appreciation for the meaning of “owning a business,” verses being a “sales person.”   By 2003, Erin's personal production was in excess of $3 million/year.

In 2006, Erin moved her business to FSC Securities, where she was the top producing representative for all five of the broker dealers under the AIG umbrella.   Currently, she is with LPL Financial.   She continues to run two offices, has sixteen full time employees and has production in excess of $4 million in annual revenue.   More importantly, she has created a business model that works without her day to day involvement, the sure sign of a person who has moved from the mindset of sales person to business owner.

Erin's abilities to teach, train and motivate other producers are well known in the industry.     She has given key notes and breakout sessions every year for the past twenty years at various

industry conferences, including the prestigious Barron's conference for Top Female Producers.   She has been hired by broker/dealer and insurance companies to train their top producers.   In 2003, Erin was asked to train the twenty-five top producers of a major insurance broker/dealer. They documented the sales production of all twenty-five.   In the following year, the average production was up more than twenty-five percent.   Her speeches are not only informative and entertaining; they get results!

Erin's personal rags to riches story has been featured in numerous articles and publications, including the cover story of Financial Advisor magazine's January 2010 issue, Investment News, Kiplinger magazine, The Dallas Morning News and The Dallas Business Journal. Her business success has resulted in her appearing in Barron's magazine's Top 100 Women Financial Advisers in 2008, 2009, 2010 and 2012, and Barron's Top 100 Independent Financial Advisers list in 2008 and 2009. Her television appearances include being a guest on “Wealth Track with Consuelo Mack,” CNBC's "Power Lunch” and “Squawk on the Street.” Erin is the author of the recently published, best-selling book:   The Big Retirement Risk: Running Out of Money Before You Run Out of Time.   Her book was chosen as the cover story of Kiplinger's Personal Finance Magazine, Annual Retirement Issue for 2012.

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7 Keys to Building the Business of Your Dreams

  • Have a Winning Mindset
  • Create a Unique Value Proposition
  • Have a Multi-Faceted Prospecting System
  • Building a First Class Team
  • Transitioning Clients from You to Your Staff
  • Create Raving Fans Using Systems and Processes
  • Charge a Financial Planning Fee

How to Work with More Affluent Clients and Run Your Business on Auto Pilot

How to Become a Million Dollar Producer

Understanding the Psychology of Sales – Why it's Important to Work Differently with Women, Men and Couples

What Clients Really Want – And it's Not Investment Performance

"Get Naked First"– The Power of Building Authentic

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