Blog

A Cutting-Edge Strategy for Centers of Influence

January 13, 2026 Written by Andrea Bullard   If referrals are the fastest path to growth, there’s a close second ...
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The Psychology to Master Referrals

The Psychology to Master Referrals January 12, 2026 Written by Andrea Bullard There’s an unspoken truth in our industry: Most ...
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One Habit that Will Kill Your Success

Procrastination Will Kill Your Success It’s like walking into a brick wall! January 9, 2026 Written by Andrea Bullard   ...
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A Failing Mindset…read

DO OR DO NOT… THERE IS NO TRY January 8, 2026 Written by Andrea Bullard   At some point, every ...
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The Subtle Shift that Makes Referrals Feel Natural

How to Make Referrals Feel Natural January 7, 2026 Written by Andrea Bullard   Most advisors struggle with referrals for ...
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Asking for Referrals…You feel like a salesman…Help!

How to Avoid Feeling Like The “Sleezy Snake Oil Salesman” January 6, 2026 Written by Andrea Bullard I want to ...
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How to Build Immediate Momentum in 2026

January Determines Your Entire Year. Let’s Get It Right   Written by Andrea Bullard January 5, 2026 I hope you ...
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Happy New Year and my thoughts for you.

Written by Andrea Bullard January 2, 2026   To all my private clients, friends, staff, business associates, and followers:   ...
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A Heartfelt Thank You

I wanted to take a moment to personally say thank you.   Thank you for being here. For reading my ...
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The Secret to a True Breakout Year

Financial Advisors and professionals often think a breakout year is born from new strategies, fresh tactics, or another industry “hack.” ...
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