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High-Net-Worth Defense—Shield Your Wealth

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Manage episode 504509893 series 3594894
Content provided by The Advisor Media Network and Stacey Chillemi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Advisor Media Network and Stacey Chillemi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What if the smartest wealth move isn’t chasing returns, but protecting the risks that could erase them overnight?
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/the-advisor-with-stacey-chillemi--5670856/support.
Follow The Advisor with Stacey Chillemi for weekly episodes on mindset, wellness, spirituality, and business growth—without burnout.
Newsletter & resources: https://substack.com/@staceychillemi
Watch & connect: https://www.youtube.com/@StaceyChillemiAdvisor https://www.instagram.com/theadvisor_schttps://www.linkedin.com/in/staceychil
Be a guest/sponsor: [email protected]booking or media kit
Disclaimer: Educational only; not medical, mental-health, or legal advice.
© The Advisor with Stacey Chillemi. All rights reserved.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

1024 episodes

Artwork
iconShare
 
Manage episode 504509893 series 3594894
Content provided by The Advisor Media Network and Stacey Chillemi. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Advisor Media Network and Stacey Chillemi or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
What if the smartest wealth move isn’t chasing returns, but protecting the risks that could erase them overnight?
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/the-advisor-with-stacey-chillemi--5670856/support.
Follow The Advisor with Stacey Chillemi for weekly episodes on mindset, wellness, spirituality, and business growth—without burnout.
Newsletter & resources: https://substack.com/@staceychillemi
Watch & connect: https://www.youtube.com/@StaceyChillemiAdvisor https://www.instagram.com/theadvisor_schttps://www.linkedin.com/in/staceychil
Be a guest/sponsor: [email protected]booking or media kit
Disclaimer: Educational only; not medical, mental-health, or legal advice.
© The Advisor with Stacey Chillemi. All rights reserved.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

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