High-Net-Worth Defense—Shield Your Wealth

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/

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