The Elite Advisor Success System™

Step 1: Account Information

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First Name:*

Last Name:*

BEST Email:*

** We ask for the BEST email address to reach you because many corporate spam filters prevent students from receiving important announcements – we don't want you to miss anything!

Broker-Dealer*

SMS Number*

Years in Business

Total Revenue / AUM

Step 2: Billing Details

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Address:*

City:*

Zip:*

Country:*

Step 3: Payment Information

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When you enroll, YOU WILL ONLY BE CHARGED the program price ($12,500 less any applicable special pricing), which will get you six months of program access. The $95 monthly charge is for continued access to the course and the live calls. The monthly charge does NOT begin until month #7 after enrollment.

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I acknowledge my feedback and testimonial content may be used for promotional efforts, and give my permission to do so unless I inform the Advisor Authority of my inability or decision not to participate.

I understand mastering the concepts in the course and making changes to grow my firm will take time. I acknowledge my enrollment includes complimentary membership in the monthly Mastery calls during the initial course (6 months), and after completing the course, or reaching the seventh month as a student, I will be billed automatically for the Mastery membership as a graduate at rate of $95 per month. Should I decide NOT to continue into the monthly Mastery program, I can request to cancel my subscription by contacting the Advisor Authority Team here: https://erinbotsford.com/support.

I understand the concept of: “What gets measured, gets managed.” As part of my commitment to be accountable to myself and to the Advisor Authority Team, I will be asked, and commit to provide my production stats to include items such as total revenue, AUM, planning fees, insurance revenue, or other variables. This may entail submitting screenshots from my broker/dealer or back office performance dashboard. This data will be used to help keep me accountable to my own goals and as an internal performance tracking mechanism.

I understand the Mastery membership charges are only refundable if charged in error after a cancelation request was submitted.

JOIN THE ELITE ADVISOR SUCCESS SYSTEM™

By submitting this form, you agree to our Terms of Use and Privacy Policy.

What's Included:

Self-paced, guided pathway that keeps you on track
A framework to convert a prospect in the first meeting
One-meeting conversion checklist and follow-up templates to lock in commitment
Word-for-word scripts and simple visuals that lead larger prospects to a decision
Financial planning fee toolkit
Pricing language, emails, and templates
Calendar and workflow system
Three-method prospecting plan you can run every week
Team operating system outlining clear roles, training plans, and accountability rhythms
Time-off protocol so the business runs while you are out
Quick-start video and audio lessons you can use this week
Live implementation support with one-on-one guidance and working sessions, plus replays
Eligible for 3 hours of CFP CE credits upon completion

Payment Details:

Each full module is available instantly - no waiting!
Email reminders for lessons and upcoming calls
Continued access in Mastery is $95 each month, and begins on month #7 after you enroll. You will not be charged until month #7.

"I just used your 3 ways of being compensated script… and I got a referral right then and there!

I love the language you used and just landed my largest client ever as a result and I’ve been in the business almost 2 decades."

– E.E.

EXCLUSIVE PRICING

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Step 1: Account Information

Step 2: Billing Details

Step 3: Payment Information

What's Included:

Payment Details: