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Erin Botsford, CFP® Creator of The Elite Advisor Success System™ Interviewed on the Influential Entrepreneurs Podcast Discussing The Proper Order of Business Building

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Erin Botsford, CFP® Creator of The Elite Advisor Success System™ Interviewed on the Influential Entrepreneurs Podcast Discussing The Proper Order of Business Building

Published on July 18, 2023

Erin Botsford discusses the proper order of business building: Insights from Elite Advisors 

Listen to the interview on the Business Innovators Radio Network:

https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-proper-order-of-business-building/ 

Business owners make excellent clients because they are accustomed to paying for professional advice and services. As mentioned in the episode, business owners understand the value of expertise and are willing to invest in it, as they regularly pay accountants and consultants. This familiarity makes them more receptive to financial planning fees and more likely to view the advisor as credible.

Moreover, business owners often have weaknesses in their own financial situations that they may not be effectively addressing. While focusing on running their businesses and taking care of their customers, they may neglect their financial planning needs. This presents an opportunity for advisors to step in, provide guidance, and offer solutions.

Because they’re already to paying for expert advice and guidance, business owners make them ideal clients for financial advisors. They are more likely to recognize the value of the services provided and be receptive to the advisor’s recommendations.

While prospecting is seen as a crucial step in the business-building process, its importance is often misplaced. In the episode, Mike Saunders and Erin Botsford discuss the importance of prospecting to find and close clients, but more importantly, why it isn’t the first step she teaches advisors. Erin mentions that in her training program for advisors, she emphasizes the significance of being able to close prospects of any size in the first meeting, and why that skill needs to be mastered before large prospecting efforts are taken.

Erin Botsford also mentions that the program trains advisors how to move up-market and close more higher net-worth clients, giving them larger results with fewer clients. In conclusion, the episode underscores the significance of learning to close prospects the right way first, rather than prospecting without expert closing skills.

Erin explained: The number one thing an advisor needs to be able to do well is close prospects of any size in their first meeting. The reason that’s so important is that it generates the revenue needed to take care of all the other things that need to happen in your business. So, if you can’t close a 10 million dollar prospect the first time you meet with them, there’s some training you could use.  Once you learn how to do that, the next step is to hire other people – leverage yourself by hiring other people to do the actual work of the business.

 

About Erin Botsford

Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers.

Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially.

She helps advisors understand and implement growth strategies, no matter where they are in their business journey. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint.

Erin is also the author of two books: “Seven Figure Firm – How to Build A Financial Services Business That Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time;” and the founder of the Elite Advisor Success System™.

With over 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. Erin is an international speaker who shares her 30 years of wisdom at industry conferences worldwide.

Learn More: https://erinbotsford.com/

Read the featured article in Financial Advisor Magazine: https://www.fa-mag.com/news/advisors-are-getting-results-from-this-training-program-72959.html

Recent news and interviews:

Erin Botsford, Discussing The Elite Mindset:
https://authoritypresswire.com/erin-botsford-cfp-creator-of-the-elite-advisor-success-system-interviewed-on-the-influential-entrepreneurs-podcast-discussing-the-elite-mindset/

Erin Botsford, Discussing How to Master the Art of Closing:  https://authoritypresswire.com/erin-botsford-cfp-creator-of-the-elite-advisor-success-system-interviewed-on-the-influential-entrepreneurs-podcast-discussing-how-to-master-the-art-of-closing/

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Achieve Biz Explosion Conference Scheduled for October 20th-21st, 2023

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Achieve Biz Explosion Conference Scheduled for October 20th-21st, 2023

Published on October 2, 2023

Achieve Systems Pro is a Collaborative Community of Business Owners and Entrepreneurs Supporting each other and providing Solutions. Bringing Business Owners & Entrepreneurs together to acquire the success they deserve! It offers support systems, resources, revenue streams, and community to help business owners accelerate their business growth!

Achieve Systems CEO, Robert Raymond, announced that the Achieve Biz Explosion Conference for the fall of 2023 will be held on Friday, October 20th and Saturday, October 21st.

The fall conference will take place at the Best Western Premier Hotel at 4411 Peoria Street Denver, Colorado 80239.

The schedule for this event is as follows:

  • Thursday, October 19th at 5:30 pm – Welcome Happy Hour Reception
  • Friday, Oct. 20th – Leads Day Pre-Conference Event – 10am -5pm. Attendees introduce their businesses to dozens of possible customers, referral or strategic partners.  Members pay $47 material fee.  Guests of members are free!
  • Saturday, Oct. 21st – BIZ EXPLOSION Conference – 9am-5pm- 35 Plus exhibitors, Top speakers, relationship development, prizes, entertainment, leads and much more.
  • Saturday, October 21st at 5:30 pm – After Party Networking Welcome Reception – All Invited – FREE!

Achieve Systems is offering a complimentary VIP ticket valued at$497. Interested parties can get their VIP complementary ticket by registering at: www.achievebizconferences.com

Achieve Systems’ very popular Power Leads Pre-Conference Day will take place on Friday, October 20th. 

“This is a business acceleration event for small business owners and entrepreneurs. The pre-conference event is a relationship building event designed for business owners to go home with at least 25 great leads in their pocket that they can follow up with regarding collaborations, referral partnerships and power partnership opportunities. This is a high energy day with fun speed-networking and connecting.” Robert Raymond explained.

“The main event is on Saturday where we have our amazing Keynote speaker who will be focusing on how to build and maintain a property mindset followed by 5 other high-level speakers. We have 50+ vendors and business owners for you to connect with and create win-win opportunities.” Raymond added.

On Saturday, Oct 21st, the Biz Explosion conference also features a line-up of professional public speakers chosen to provide unmatched value to the attendees. These speakers include:

  • Paul Finck – The 5 Non-Conventional Keys to a 7 Figure Business, 10:00 am – 11:15 am
  • Dawn Evans – Mindset for Success, 11:30 am – 12:30 pm
  • Emily Tran – Magnetic Marketing: How to Keep a Client for 25 Years, 12:45 pm – 1:30 pm
  • David Fagan – How to Be an Affluent Influencer, 2:45 pm – 3:45 pm
  • Dr. Catrice Austin – 5 Strategies to Get Your Business Noticed and Create a Celebrity Brand, 4:00 pm – 5:00 pm

Achieve Systems Pro is partnering with globally renowned Strategic Advisor Board (SAB) to provide a VIP level of business guidance and expertise for entrepreneurs ready to scale their business to 8-figure levels and beyond.

SAB will be introduced at Achieve Systems’ October conference to registered attendees so they can envision the limitless possibilities for their business.

“We provide business owners with the most powerful tools needed included leads, a built-in community, a world class coaching system, biz building conferences, marketing systems, preferred vendors, business partnerships and revenue streams to help uplevel their business.” Raymond concluded.

For more info about Achieve Systems’ Biz Explosion Conference and for registration visit: achievebizconferences.com

For more info about Achieve Systems membership visit: https://www.achievesystemspro.com/

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Yoseph Assefa, Loan Officer with American Financing, Interviewed on the Elite Real Estate Leaders Podcast

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Yoseph Assefa, Loan Officer with American Financing, Interviewed on the Elite Real Estate Leaders Podcast

Published on October 2, 2023

Yoseph Assefa discusses navigating the mortgage industry. 

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-yoseph-assefa-loan-officer-with-american-financing/

Yoseph Assefa grew up in a family that prioritized advancement and security, even beyond their careers in education. This upbringing influenced Yoseph, leading him to pursue various entrepreneurial endeavors after college. Yoseph indicates his involvement in multiple industries, highlighting his background in entrepreneurship.

During this episode, Yoseph Assefa emphasizes the significance of trust and relationships in the mortgage and real estate business. He mentions that all his previous connections were built on trust and respect, which allowed his network to perceive him differently and provide opportunities to assist with real estate decisions. Yoseph Assefa acknowledges the challenges faced by the mortgage industry, particularly in the past 12 to 18 months.

The importance of educating clients and ensuring their understanding of the mortgage process is discussed. Yoseph Assefa emphasizes that a mortgage can have a detrimental impact on someone’s financial future if not handled correctly, referring to it as a “death grip.” He believes in taking a special approach to educate and guide clients toward making informed decisions to avoid such consequences. This approach is emphasized as crucial from the initial meeting or the closing table.

Yoseph Assefa also highlights the significance of providing accurate and trustworthy information to the community. He acknowledges the overwhelming amount of information available and stresses the need for clients to have someone they can trust for reliable advice and guidance. Assefa believes that the mortgage industry is complex, especially for newcomers, and clients require straightforward answers that are not influenced by personal interests.

Furthermore, Yoseph Assefa discusses the benefits of building long-term relationships and prioritizing the client’s comfort level, not only for the customer but also for real estate agents. Providing a clear monthly payment range, helps agents understand the client’s budget and prevents exceeding it during the home-buying process. This open communication and transparency with agents contribute to a smoother experience for all parties involved.

Yoseph shared: One of the current challenges that we’re facing in addition to historically high interest rates, is misinformation. A lot of people either don’t make the right decision or don’t make a decision at all because of bad information they’re receiving from the internet. It’s probably those short clips online that don’t give you the context of what they’re talking about. There’s just so much bad information out there.”

 

About Yoseph Assefa

Yoseph is an accomplished Mortgage Consultant with a passion for guiding home buyers to navigate the mortgage industry and process. With a career spanning eight years, he has established himself as a recognized authority in the field, known for his expertise in first-time homeownership and exceptional leadership.

As a senior mortgage consultant at American Financing, Yoseph plays a pivotal role in helping to ensure all communities are well-informed when it comes to home ownership and real estate investment. He is dedicated to driving American Financing’s mission and vision forward, consistently achieving remarkable results and delivering high-impact solutions to complex challenges.

Yoseph’s journey to excellence is marked by a strong educational foundation, holding a bachelor’s in Economics from Colorado State University. This academic prowess, combined with a relentless pursuit of knowledge, has positioned him as a thought leader in residential real estate financing. Yoseph is a passionate advocate for affordable housing and down payment assistance programs, actively contributing as a member of the CHFA lender advisory board.

Outside of the professional realm, Yoseph is an avid entrepreneur, community event producer, and public speaker. These interests enrich his perspective, fueling creativity and a well-rounded approach to serving his community.

Learn more: https://AmericanFinancing.net | 303-437-4599

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Frank Tobin, Executive Chairman of GomSpace North America, Discusses Partnering for Faster and More Assured Mission Success on The Space Industry Podcast

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Frank Tobin, Executive Chairman of GomSpace North America, Discusses Partnering for Faster and More Assured Mission Success on The Space Industry Podcast

Published on September 29, 2023

Low Earth Orbit (LEO) is becoming an increasingly difficult place to do business. In his recent appearance on The Space Industry Podcast, Frank Tobin, Executive Chairman of GomSpace North America, shares his belief that the fastest path to a successful LEO satellite deployment in this competitive environment is through collaboration.

A new race to space is happening right above our heads. But the destinations targeted today are not the Moon or Mars. Instead, entrepreneurs, nation states, and large corporations are sending small satellites into Low Earth Orbit (100 to 1,000 miles altitude) to track weather, provide broadband Internet access and telecommunications, support the Internet of Things (IoT), and perform military and security functions.

With so many potential LEO opportunities available, a gold rush mentality has driven scores of entrepreneurs and hundreds of millions of dollars of capital into the sector in recent years. Now, as the market begins to mature, investors are becoming more focused on rapid paths to profitability and less upon innovative technologies.

“The capital markets are no longer interested in funding science projects,” stated Frank Tobin, Executive Chairman of GomSpace North America on The Space Industry Podcast. “They are looking for business models that can be ramped up quickly and achieve cash flow positive status in a reasonable period of time.”

“This is why it’s critical that every company or agency planning a satellite mission focuses on their core technological competencies,” Tobin continues, “And outsources to flight-proven partners the nuts and bolts of building, launching, and managing one – or a constellation of – satellites. The sooner you can demonstrate in-orbit experience, the less equity you will have to give up in exchange for capital. Partnering accelerates that process.”

Listen to the interview:
Frank Tobin’s appearance on The Space Industry Podcast is the first in a series of such interviews he will be granting in the coming weeks and months to communicate his message of the power of partnering in space.

To listen to Tobin’s guest interview on The Space Industry Podcast, click this link.

About GomSpace North America
GomSpace is a manufacturer and operator of nanosatellites for customers in the defense, academic, government and commercial markets. GomSpace’s services include systems integration, nanosatellite platforms, constellation operations management and miniaturized radio technology.

About The Space Industry Podcast
The Space Industry Podcast features stories, educational material, and behind-the-scenes views into the real-world activity in today’s space industry. It is produced by satsearch – the global marketplace for space – which helps engineers from across the global industry find information on suppliers, products, services, and capabilities at all levels of the supply chain.

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