Womens Mastermind Group


Women’s Mastermind Group
Coaching, Training and Peer Mentoring
For Financial Advisors/Reps

January 2018 thru December 2018

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The Movement…
Time for Women to Rise to the Top

The Financial Industry has been dominated by men.  You know you have the talent and brains to take your business to the top but you have not yet broken the “glass ceiling.”  My team and I want to help you Rise to the Top and live your dream. If you are ready to live your dream and break your own “glass ceiling” then read on…

Do you want to speak with other women who understand your challenges and who will support you?

I understand the issues that women face in this working world:  how to balance family and work; how to be a woman in a man’s world; how to get “mentally tough” to handle the challenges in this business; how to stop making excuses that stop you; how to create a business referral/networking system; and how to stop feeling so isolated as a working woman, Mother and/or wife.

Do you want to be part of a support Peer Group who challenge each other, exchange ideas and play together?

It is very difficult to be in a group with all men who do not understand how you feel when your child gets sick and you need to stay home and be a Mother.  Or they talk about their golf outing last week that you did not attend because you do not play golf.  You constantly feel like an “outsider” because you have no female peers who understand how you feel and think.

Do you want to be challenged and held accountable so you can achieve your dreams and goals?

This can be a very lonely business where you can hide and deceive yourself.  The Peer Groups will hold you accountable to your numbers and your goals.  Every member of the group must be committed to attending each session so there is no hiding.  This Mastermind Group will force you to do what you say you are going to do and commit to your goals.  No more hiding!

Do you feel like you are not making the money you want, despite the fact that you are working so hard?

You are working long and hard hours but cannot seem to make the money you want?  You feel like you are stuck at the office doing paperwork, case prep and answering client’s questions because you have no staff who can do this work? You are exhausted and frustrated and stuck at the same level of production year after year?  Do you want to make more money, have more time freedom and have peace of mind?

Do you want to have more fun while building your business?

I have been coaching in this industry for over 20 years and have observed how men support and lift each other to the top.  They go golfing together, Las Vegas trips, and smoke cigars at their private clubs.  Business and relationships are formed during these “play times.”  It is time for women to allow themselves the same luxuries to grow their business.



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Peer Mentoring

You will be placed in small groups (5-10) with other women who have similar business structures and similar production.  Each person will be responsible for bringing their activity numbers, goals, and commitment sheets to every meeting. Your female peers will support you, challenge you and possibly create lifetime friendships.  Your group will give you a safe place where you can talk about your challenges and victories.  The group will also share ideas that will help you grow.


Training and sharing of ideas will be a foundation of the program.  We will have guest speakers who will speak about such topics as Referrals, Language, Products and how they built their business.  You will be trained on the various business models, how to hire an “A” team, leadership skills, activity tracking, and daily time management.


Every member of the group will be held accountable to reporting their activity numbers, goals and progress on their projects.  You will not be able to hide in this group because you will be reporting every other month to your Peer Group and coach.


Every Peer Group will have a seasoned coach who will guide and coach you.  Coaching will help you with your “blind spots” in the business.  They will also push you beyond the point where you might stop.

Grow your Business with Systems, an “A” Team
and Brilliant Leadership
Andrea Bullard believes you must have Systems, an “A” Team and great Leadership to take your business to the next level.  If you want the dream of only seeing people then you must have an “A” Team who is educated, skilled and committed to the success of your business.  When you hire the right team they can do the complicated case prep work, schedule appointments, answer sophisticated client questions and run the operations of your business through Systems.  This will give you both time freedom and peace of mind. Andrea has helped hundreds of Financial Advisors/Reps hire an “A” Team, implement the Bullard Turn-Key Systems and learn how to lead their team.  She will teach and help you build your dream business model that will make you more money while giving you time freedom and peace of mind.

Taking your Business to the Next Level while Creating Lifetime Friends

Developing friends in business who know your time restraints, challenges and goals is invaluable.  When you need emotional support, have a question, or want celebrate a new client you can call a friend from your Peer Group.  How would that change your life?  You would no longer be alone in your business journey.



•One Full Year of Training and Mastermind Sessions

6 Mastermind Sessions in person in NYC:

  • February
  • April
  • June
  • August
  • October
  • December

6 Online 60 Minute Coaching/Training Sessions:

You will be e-mailed information before each session so you can participate either on the phone or on your computer.  Each session is recorded and placed in a private Mastermind Portal for you to access at any time.  Also, we will have Q & A at the beginning and end of each session so you can feel like we are personally coaching you.

  • January
  • March
  • May
  • July
  • September
  • November

*30 Minute Private Coaching Call Every Other Month.

•Monthly Accountability for your activity, action items and goals. Your Peer Group will hold you accountable to your numbers, goals and projects during the in-person sessions in NYC.

Private Portal to access recordings from meetings, documents, training webinars and coaching material.

Exclusive and Private Online Community where you can communicate with the entire group.

Support from your female peers.

Guest Speakers

Networking with other professional females.

Optional One trip to a beautiful location where you can grow, relax, network and “work on” yourself and your business. The cost of the trip is not included in your investment. Location and Date TBD.





We will meet every other month in New York City (location to be announced).  The meetings will include training, speakers, coaching, peer mentoring and accountability. Each meeting will involve 2 parts:  Training/Coaching and Peer Group Mastermind. 

You will placed in your Peer Group at the beginning of the program.  Placement will be determined by your business model, production, team and goals.  Andrea and her team will determine your placement after your personal interview.

Part One: Training, Coaching and/or Guest Speakers

Each meeting will start with a session that will help you grow either professionally or personally.  This may involve a Guest Speaker or coaching or an interactive training exercise.  The content will be based on the needs of the group.

Part Two: Peer Groups

The group will break up into their designated Peer Groups (5-10 people).  The purpose of these sessions will be accountability to your goals, tracking of your activity numbers, problem solving and sharing of ideas.  Each person in the group will present their numbers and commitments and be held accountable by their peers and the coach.




If you are interested in joining the Women’s Mastermind Group then you must first complete a brief application followed by an interview with Andrea Bullard.  I am looking for individuals who truly want to take their business to the next level. 


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The Application Process will allow us to place you with Peers who have a similar business model and production level.  For example, it makes no sense to place a first year Financial Advisor/Rep with an Advisor/Rep who has been in the business for 10 years with a team of 8.  The Application Process will allow us to learn about you, your goals, your business and what Peer Group would be appropriate for you.

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  1. You have a burning desire to take your business to the next level.
  2. Your business is not making as much money as you want, despite the fact that you are working so hard.
  3. You are stuck and know you can be great but need some help.
  4. You desire to be with other women in a Peer Group so you can be open, understood and develop female friends.
  5. You want to learn and grow.
  6. You want to be held accountable.
  7. You want to be coached and mentored.
  8. You want to live your dream life.


  1. NEGATIVE people need not apply.
  2. People who are not willing to learn and/or be coached.
  3. People who just want to just have fun and not work.
  4. People who do not want to be held accountable to their numbers and goals.
  5. People who are not willing to invest in themselves and their business.



I am looking for individuals who want to invest in themselves.  People who are willing to invest both their time and money to become successful and live the dream.  This program is not for “tire kickers” or people who are looking for “free” coaching and seminars.  This program is for women who are want a “breakthrough” in their business and who want to take their business to the next level while enjoying the journey….women who are willing to invest their time and money.

Pay in Full:  $9,997 pay in full


Payment Plan: $3,000 down payment and $625 per month for 12 months.



andrew carnegie quote

Napoleon Hill’s (author of Think and Grow Rich) concept of the “Master Mind” was inspired by Andrew Carnegie, author and wealthy steel magnate who, according to Hill had a mastermind group that consisted of a staff of approximately fifty men, with whom he surrounded himself, for the DEFINITE PURPOSE of manufacturing and marketing steel. Carnegie attributed his entire fortune to the POWER he accumulated through this mastermind.



The only person who can stop you from living your dream is you.  Successful people take action.  The time is now…take action.  Apply today so you can get help, grow, and make new friends who will support you on your journey to greatness.