Tag Archives: Support

Advisor & Business Growth: The Value of Intentionality & Training with Erin Botsford, CPF® (Ep. 9)

When someone says you can’t achieve something, think of it as an initial push to prove them wrong.

In this episode, Barron’s Top 100 Advisor Erin Botsford, CPF®, details her experience in the financial services industry while mentioning what motivated her to keep striving for success. Erin details her passion for coaching and how she uses training as a tool to give back to the industry and help advisors grow their businesses and succeed.

Erin discusses: 

  • How creating goals and having an achievement-like mindset can contribute to your success
  • Strategies financial advisors can use to support clients and prospects 
  • Her Spend The Day program and how it supports advisors with their business growth 
  • Advisor mentorship as a key to business success
  • And more!


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About our Guest: 

Erin Botsford, CPF®, is driven to help financial advisors serve more clients, make more money, and have more freedom in their business with the right training and tools. Her passion is seeing other financial advisors grow their businesses and succeed. This is why she has created an accessible and easy-to-follow course, so you can condense decades into days with the right tools and systems to give you true freedom in your business. 

About our Host:

Melissa Carter trains entrepreneurs, business owners, corporate execs, and home-based professionals to reach their fullest potential. Melissa has appeared on radio, television, podcasts, and in print throughout the nation, and has served as a speaker for many corporate and charitable events to discuss the benefits of using media as part of their business strategy. 

As a member of morning radio shows for nearly 20 years, Melissa could be heard on 99X, Q100, and B98.5 in Atlanta. She also served as a Co-Host on Westwood One’s “Radio with a Twist.” For these media efforts, Melissa was awarded the Atlanta Dream/SunTrust Inspiring Woman Award, the HRC Community Leadership Award, and the CHRIS Kids Kyle Anderson Service to Youth Award.

Working With Women — Here’s What’s Beyond This Empowering Feeling with Sheryl Hickerson (Ep. 3)

Finding a space where women can be women is tough in a predominantly male-dominated industry, and the financial services field is not an exception. 

Thankfully, Sheryl Hickerson, the founder and CEO of Females and Finance, values the empowerment of being in a room with females on the same path.

And that’s exactly why Sheryl started Females and Finance. A private online membership organization for women to support the hiring, mentoring, training, and advancement of 100,000 females in financial services.

This week, Sheryl unveils her experience within the financial industry and the ways she evolved her style to cater to other females in similar roles. She explains the role of competitiveness within the female financial industry and her approach to helping female professionals in the business.

Sheryl discusses: 

  • Ways curiosity can get you in the right direction 
  • Her three C community building process
  • The importance of fostering stronger communities around females in higher positions 
  • The value of connecting with like-minded females in the financial services industry 
  • Her take on how women will soon take over the financial arena
  • And more!

Connect with Sheryl Hickerson:

Connect with Financial Advisor Magazine:

About Our Guest:

Sheryl Hickerson enjoys working with financial advisors, certified financial planners, registered representatives, wealth managers, and many other professionals within the industry. Meeting new advisors and learning about how we can work together to go business is her main goal. 

Sheryl offers training, consulting, and coaching on social media and digital marketing strategies to the financial services community. With more than 30 years of experience in the financial services area, Sheryl understands the unique challenges clients face in the industry. 

About Our Host:

Antoinette Rodriguez, MBA, is a driven 16-year marketing, strategic business, social media editor, and FinTech consultant to million-dollar wealth management teams.  She is an enthusiastic professional with in-depth knowledge of the ultra and high-net-worth investor target market, including women, multicultural, and next-gen growth niches.

Antoinette has helped identify hundreds of millions of dollars in net new asset opportunities with financial advisor clients. She has also written over 100 marketing and business plans for wealth management teams, created over 300 financial advisor training videos, and planned hundreds of VIP client events.