Now you can get the systems, processes, growth-focused methods for prospecting and team building, and the exact words to get high-net-worth prospects to say yes, move upmarket, and create your own next-level business.
Build the Advisory Practice That Top Clients Choose First.
Build the Advisory Practice That Top Clients Choose First.
A proven playbook that shows you exactly how to communicate your value, convert prospects, and build a streamlined, highly effective advisory practice.
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Most advisors work hard. Very few work from a clear, proven structure for growth. Without it, every sales conversation feels like starting from scratch, every prospect meeting requires improvising, and every attempt at moving upmarket feels inconsistent.
You don’t need more random tips or scattered advice.
What you need is a reliable framework.
A playbook built from real experience that shows exactly how a top advisor built a high-performing, high-net-worth practice from the ground up.
You don’t need more random tips or scattered advice.
What you need is a reliable framework.
A playbook built from real experience that shows exactly how a top advisor built a high-performing, high-net-worth practice from the ground up.
You need a playbook that delivers.
You need a playbook that delivers.
Positions You as a Financial Director
Positions You as a Financial Director
So you become unmistakably different in the eyes of your prospects and clients
Builds Confidence in Every Conversation
Builds Confidence in Every Conversation
So you can build trust with your clients quickly and guide their most important decisions
Provides a Repeatable Growth-Focused System
Provides a Repeatable Growth-Focused System
So you can stop reinventing the wheel with each new client or prospect that walks in the door
"This playbook helped me get clear on my message, my unique value proposition, and exactly how to close my ideal clients at the first appointment – without selling a single investment product or idea."
Patrick G. – Private Wealth Advisor – Washington
INTRODUCING
INTRODUCING
The Elite Advisor Success Playbook
Created by Barron’s Top 100 Advisor Erin Botsford, the Elite Advisor Success Playbook has become the trusted guide for advisors who want to build a high-value business with intention and precision.
Across 31 years, Erin built a multi-state firm serving high-net-worth families, led large teams, and ultimately sold her business at a healthy multiple after a competitive bidding process. Inside this playbook, she shares the exact strategies, conversations, and systems she relied on to do it.
Every concept, script, and framework in this playbook comes directly from real client meetings, real planning engagements, and real business growth.
Across 31 years, Erin built a multi-state firm serving high-net-worth families, led large teams, and ultimately sold her business at a healthy multiple after a competitive bidding process. Inside this playbook, she shares the exact strategies, conversations, and systems she relied on to do it.
Every concept, script, and framework in this playbook comes directly from real client meetings, real planning engagements, and real business growth.
Proven Scripts & Conversation Examples
We took the guesswork out of closing prospects –especially high-net-worth prospects– with proven language in easy-to-follow scripts and conversation examples pulled from real meetings that set you apart from every other advisor they may have met with, and positions you as their best decision.
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Complete Framework for Guiding the Appointment
There's a simple, but specific order you can follow that gets prospects to say yes and even bring you referrals. This playbook outlines what to say, in what order, and how to move your new ideal prospects toward a decision to work with you.
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Simple Visual Models that Convert
Prospects –especially high-net-worth– are expecting your pitch, but you want to create an unexpected experience. Discover the two simple drawings that illustrate exactly how you can work with prospects worth $1M or $100M and provide an approach that sets you apart from your competition.
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Ideal Client Offer Exercises
Learn EXACTLY what your ideal clients want in their advisor, and what you can do to attract, close, and keep them loyal to you. Gain clarity on who you truly want to work with and why with powerful exercises that help you focus on who, why, and how you serve your ideal clients with confidence.
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THE PROVEN PLAYBOOK
THE PROVEN PLAYBOOK
Why You Need It
Most advisors know the technical work but never learn the communication skills that convert. They show up with data yet still struggle to explain their value in a way that resonates with affluent clients.
Erin built success by mastering the conversations that define a lasting advisory relationship.
She understood the best ways to present value, lead first appointments, earn trust and credibility quickly, and guide clients through the decisions that carry the greatest weight.
This playbook gives you those conversations.
Instead of wondering what to say, how to say it, or how to distinguish yourself from every other advisor, you get a clear, professional system to follow. A system built on decades of real-world experience, not guesswork.
If you want a more refined process, stronger client conversions, and a business that reflects the advisor you know you can be, this playbook gives you the structure to make it happen.
Erin built success by mastering the conversations that define a lasting advisory relationship.
She understood the best ways to present value, lead first appointments, earn trust and credibility quickly, and guide clients through the decisions that carry the greatest weight.
This playbook gives you those conversations.
Instead of wondering what to say, how to say it, or how to distinguish yourself from every other advisor, you get a clear, professional system to follow. A system built on decades of real-world experience, not guesswork.
If you want a more refined process, stronger client conversions, and a business that reflects the advisor you know you can be, this playbook gives you the structure to make it happen.
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