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Seven Figure Firm: How to Build a Financial Services Business that Grows Itself
This is a no-fluff, repeatable roadmap to reach Seven Figure production while actually building a self-managing firm that will grow itself.
Erin Botsford had all the odds stacked against her when she started in the industry in 1989. She struggled early on and didn’t take a day off for the first seven years – not a day off – and was on the verge of quitting, but a chance conversation with another advisor changed her path forever.
This book details every single best practice and move she made to build her own firm from stressful to Seven Figure Successful.
How to setup systems and processes that grow your business without you!
Say goodbye to pie charts and hello to something much more powerful
Making smart seminars work for you and capitalizing on the momentum
No filler, fluff, or nonsense – discover only tried and true best practices you can take action on right away!
About the Author
Erin Botsford is a Barron's Top 100 Independent Advisor, after having built a financial services company from nothing in 1989 to a multi-million dollar self-managing business with offices in Frisco, Texas and Atlanta, Georgia.
Erin's personal story of overcoming poverty and adversity in her early life and then building one of the top financial planning firms in the nation has been featured in many articles and publications. Her business success has been recognized by numerous publications such as Barron's magazine, D magazine, and Success magazine. She has made plentiful television appearances, including CNBC, Fox News, Bloomberg and PBS. Twice, she has been a winner of the ''Best Practices'' award by Investment News.
Among the top echelon of financial advisors, she is frequently asked to speak at industry conferences on the topics of practice management, business leadership, and building a self-managing company. She shares her business building acumen with advisors all over the country by inviting them into her office for her ''Spend the Day with My Team'' program.
Erin is married to Bob Botsford, an American Airlines pilot. She has one son, Kevin, who is married to Kristin. They have two grandsons, Cooper and Carson. She is an avid reader and snow skier. Her two greatest passions are supporting our military veterans and helping orphans in Africa.
Erin Botsford had all the odds stacked against her when she started in the industry in 1989. She struggled early on and didn’t take a day off for the first seven years – not a day off – and was on the verge of quitting, but a chance conversation with another advisor changed her path forever.
This book details every single best practice and move she made to build her own firm from stressful to Seven Figure Successful.
How to setup systems and processes that grow your business without you!
Say goodbye to pie charts and hello to something much more powerful
Making smart seminars work for you and capitalizing on the momentum
No filler, fluff, or nonsense – discover only tried and true best practices you can take action on right away!
About the Author
Erin Botsford is a Barron's Top 100 Independent Advisor, after having built a financial services company from nothing in 1989 to a multi-million dollar self-managing business with offices in Frisco, Texas and Atlanta, Georgia.
Erin's personal story of overcoming poverty and adversity in her early life and then building one of the top financial planning firms in the nation has been featured in many articles and publications. Her business success has been recognized by numerous publications such as Barron's magazine, D magazine, and Success magazine. She has made plentiful television appearances, including CNBC, Fox News, Bloomberg and PBS. Twice, she has been a winner of the ''Best Practices'' award by Investment News.
Among the top echelon of financial advisors, she is frequently asked to speak at industry conferences on the topics of practice management, business leadership, and building a self-managing company. She shares her business building acumen with advisors all over the country by inviting them into her office for her ''Spend the Day with My Team'' program.
Erin is married to Bob Botsford, an American Airlines pilot. She has one son, Kevin, who is married to Kristin. They have two grandsons, Cooper and Carson. She is an avid reader and snow skier. Her two greatest passions are supporting our military veterans and helping orphans in Africa.
- GenresFinance
184 pages, Hardcover
Published April 11, 2017
7 people are currently reading
9 people want to read
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Displaying 1 of 1 review
September 29, 2025
Personal Rating: 9.5/10
Genre: Practice Management
Review:
I learned about this book at a national conference for financial advisors where Erin Botsford came and spoke to us. She shared a very compelling story about the hardships she faced growing up and how she was able to overcome them to make a huge difference in many people’s lives. I was really drawn to her personal and faith-oriented approach to financial planning.
One of the senior advisors at the conference mentioned that Erin had written a book called The Seven Figure Firm and highly recommended it. Right away, I found the audiobook and started listening to it on my drives to and from work. Since it’s only about five hours long, it was an easy book to get through quickly.
Overall, as a brand-new advisor, the lessons in this book were extremely valuable to hear. While some of the content—like selling your practice for seven figures when you retire and no longer being involved in the business—feels a long way off, it was still helpful to think ahead. Erin was an ultra-successful financial advisor and now coaches other advisors, so the book is full of great insights and practical lessons. Definitely worth the read (or listen).
Lessons Learned:
The woman often has the ultimate veto power in a relationship, seminars and lunches can be powerful prospecting tools, wealthy people tend to associate with other wealthy people, sharing your personal story helps build trust and relatability with prospects.
Who Should Read It: Financial Advisors Looking to Improve Their Practices!
Genre: Practice Management
Review:
I learned about this book at a national conference for financial advisors where Erin Botsford came and spoke to us. She shared a very compelling story about the hardships she faced growing up and how she was able to overcome them to make a huge difference in many people’s lives. I was really drawn to her personal and faith-oriented approach to financial planning.
One of the senior advisors at the conference mentioned that Erin had written a book called The Seven Figure Firm and highly recommended it. Right away, I found the audiobook and started listening to it on my drives to and from work. Since it’s only about five hours long, it was an easy book to get through quickly.
Overall, as a brand-new advisor, the lessons in this book were extremely valuable to hear. While some of the content—like selling your practice for seven figures when you retire and no longer being involved in the business—feels a long way off, it was still helpful to think ahead. Erin was an ultra-successful financial advisor and now coaches other advisors, so the book is full of great insights and practical lessons. Definitely worth the read (or listen).
Lessons Learned:
The woman often has the ultimate veto power in a relationship, seminars and lunches can be powerful prospecting tools, wealthy people tend to associate with other wealthy people, sharing your personal story helps build trust and relatability with prospects.
Who Should Read It: Financial Advisors Looking to Improve Their Practices!
Displaying 1 of 1 review