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The Inspired Impact Podcast with Judy Carlson-Interview with Erin Botsford, CFP®, Founder – The Advisor Authority™ & Barron’s Top 100 Advi

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Manage episode 462509886 series 1007475
内容由Business Innovators Radio Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Business Innovators Radio Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Erin Botsford, CFP® is known as The Advisor Authority™
Erin spent 31 years in the financial services business and achieved the highest levels as Barron’s Top 100 in all categories – Independent, Advisor, and Women Advisor. She sold her business in 2017 in a very successful exit.
Erin had a desire to give back to the industry to help advisors avoid the missteps she experienced. Today Erin is the creator of the Elite Advisor Success System™ – a system that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy-to-understand modules, enabling advisors to gain decades’ worth of insights in less than six months.
During an African safari in 2009, Erin visited an orphanage where 40 babies lay silently in 20 cribs—none of them crying. It changed her life. Not only does Erin give back to her industry, she also donates a large portion of the profits from her training company to several organizations in Africa including the Ebenezer Foundation, Zoe Empowers, and Overland Missions.
With 31 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.
https://erinbotsford.com/
https://www.linkedin.com/in/erinbotsford/
https://ebenezerfoundation.org
https://zoeempowers.org
*************************************************************
Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.
She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.
Judy’s mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.
Learn More: https://judycarlson.com/
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.
The Inspired Impact Podcast
https://businessinnovatorsradio.com/the-inspired-impact-podcast/
Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-erin-botsford-cfp-founder-the-advisor-authority-barrons-top-100-advisor
  continue reading

1022集单集

Artwork
icon分享
 
Manage episode 462509886 series 1007475
内容由Business Innovators Radio Network提供。所有播客内容(包括剧集、图形和播客描述)均由 Business Innovators Radio Network 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
Erin Botsford, CFP® is known as The Advisor Authority™
Erin spent 31 years in the financial services business and achieved the highest levels as Barron’s Top 100 in all categories – Independent, Advisor, and Women Advisor. She sold her business in 2017 in a very successful exit.
Erin had a desire to give back to the industry to help advisors avoid the missteps she experienced. Today Erin is the creator of the Elite Advisor Success System™ – a system that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy-to-understand modules, enabling advisors to gain decades’ worth of insights in less than six months.
During an African safari in 2009, Erin visited an orphanage where 40 babies lay silently in 20 cribs—none of them crying. It changed her life. Not only does Erin give back to her industry, she also donates a large portion of the profits from her training company to several organizations in Africa including the Ebenezer Foundation, Zoe Empowers, and Overland Missions.
With 31 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.
https://erinbotsford.com/
https://www.linkedin.com/in/erinbotsford/
https://ebenezerfoundation.org
https://zoeempowers.org
*************************************************************
Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.
She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.
Judy’s mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.
Learn More: https://judycarlson.com/
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.
The Inspired Impact Podcast
https://businessinnovatorsradio.com/the-inspired-impact-podcast/
Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-erin-botsford-cfp-founder-the-advisor-authority-barrons-top-100-advisor
  continue reading

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