High-Net-Worth Defense—Shield Your Wealth
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High-Net-Worth Defense—Shield Your Wealth
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About this listen
On this episode of The Advisor with Stacey Chillemi, Erin Botsford (Barron’s Top 100 advisor; founder of The Advisor Authority) reveals the paradigm shift that scaled her firm from $300K to multi-millions: safeguard the risk side of the balance sheet before you invest a dollar.
Erin walks through real-world failures and fixes, plus the 26-point risk checklist every family should complete.
You’ll learn how to:
🛡️ Map Hidden Exposures: Titling, liability, umbrellas, entities (LLCs/trusts), “toys” (lake house/boat)
🔁 Transfer vs. Assume Risk: Insurance & structures vs. habits and health
✅ Run the 26-Point Checklist: Finish risk work first, then allocate investments
🏗️ Adopt the “Property Manager” Model: Advisors coordinate attorneys, CPAs, and insurance pros
👪 Do a 360° Family Review: Parents, adult kids, in-laws... who are you morally/financially responsible for?
🧭 Scale with Systems: Prospect the philosophy, then hand off to licensed service teams
Press PLAY to secure the downside to scale the upside; be sure to protect the risk side today so you can invest with confidence tomorrow!
🔗 Explore Erin’s resources and learn more at https://erinbotsford.com/
👉 Love insightful and life-changing interviews? Tap Follow now so you never miss an inspiring episode of The Advisor with Stacey Chillemi.
Become a supporter of this podcast: https://www.spreaker.com/podcast/business-growth-mindset-the-advisor--6704784/support.
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