The Formula: Scale Your Wealth Management Practice to Multiple 6-7 Figures

Scaling your wealth management practice to multiple 6 and 7 figures is exciting, but where does one start?  So let me share the formula that has helped hundreds of Wealth Management Advisors, just like you, scale their business.  This formula does not include the ingredient that allows you, the Advisor, to work longer hours and manage more areas of your business. 


The ingredient—“work harder and make more money”

needs to be thrown away. 

Good riddance!


Here is the formula…


Pillar One: Vision

Build your business where you, the Financial Advisor, does only one thing—sees people.  Let’s think bigger and more fun!  Build your business to the point where you can be away from it for weeks at a time while still making money.  Then you have true time freedom.  When you have time freedom, then you truly have wealth.


Pillar Two: Hire “A” Players  to lead, run and manage the practice.

“A” players will be able to do everything you do and more.  That will give you more time to see people.  “A” players will give you time freedom because they can lead and run the practice.  They will not need your instructions or supervision or management.


Pillar Three:  Turn-Key Systems

In a $1 million dollar wealth management practice, systems are no longer optional.  You need them if you want to continue to operate smoothly and sustainably over a long period of time.  If you are doing everything in your business, you risk burnout.  After all, there’s only so much one person can do while maintaining relationships, self-care and all the other things that make you happy.

Systems allow you to free up time to do those things—without sacrificing the success of your business.


Pillar Four:  Leadership

Leadership is the driver and glue of every business.  Both the Financial Advisor and every leader in the business needs to continuously grow their knowledge and leadership skills to scale the business.  You cannot scale or have peace of mind when you are hiring, firing, and training a team that continuously turns-over.

The value to scaling to multiple 6-7 figures goes beyond making money.  It’s really about creating a wealth generating machine that can be used by you to make money while you’re on vacation.  It’s also about making a bigger impact on more people. 

Done right, a $1 million wealth management firm with systems in place and an “A” Team can be sold and will still generate profits long after you’ve retired.  Also, your clients will be better served.

Ultimately, if you want wealth and time freedom then you must build the 4 Turn-Key Pillars.  Not just because you’ll make a cool million dollars but because you will have more time to do the things you love to do.  You will get off the “hamster wheel” of work harder and work longer.


Now the best part—YOU DON’T HAVE TO FIGURE THIS OUT ON YOUR OWN!  You don’t have to go through the misery of trial and error.  You don’t have to do this alone.  Please schedule a time to speak with me to explore how I might be able to help you.  Just click the link below to schedule a Business Accelerator call with me to uncover how you can build your business to multiple 6 and 7 figures while having more time freedom:




YOU DON’T HAVE TO FIGURE THIS OUT ON YOUR OWN!  Get the guidance of a top coach who has built systems and top performing teams and will help you.  Mastermind with top, energetic Financial Advisors, like yourself, to share ideas and best practices.  You don’t have to do this alone.

I have created the Platinum Turn-Key Mastermind for those Financial Advisors/Reps who want to scale their practice to multiple 6 and 7 figures while having more time freedom. This group is designed for individuals who want the support of others and the coaching to take their business to the next level.

If you are serious and want to quickly scale your business with an “A” Team and Systems, please click the link below to schedule an interview with Andrea. 

Please note:  YOU WILL BE INTERVIEWED TO DETERMINE IF YOU ARE A “GOOD FIT” FOR THE GROUP.  There will be a limited number of individuals accepted.  If interested, please schedule an interview today before the group is full:

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Andrea Bullard