Scale Your Wealth Management Practice To Multiple 6 and 7 Figures Without Trial and Error

Too many Financial Advisors are trying to grow their business through trial and error, and, trying to do it alone. This is time consuming and frustrating and very expensive.

Andrea Bullard has helped hundreds of Financial Advisors just like you build their business to multiple 6 and 7 figures.

Forbes Oct./Nov. 2021 issue listed the top 250 Financial Security Professionals in America. Andrea coached and trained 25 of these individuals; 3 out of the top 10. And, now she wants to help you!

With the Platinum Turn-Key Mastermind you will:

  • Mastermind with other motivated high performing Financial Advisors so you are not alone anymore.
  • Implement the Bullard Turn-Key Systems© that will give you time freedom and peace of mind.
  • Implement strategies that have been “tested in the trenches” to grow your business beyond your wildest dreams.
  • Implement Game-Changing Tools & Strategies that will give you time freedom, peace of mind and allow you to do the “one thing” you love to do …just see people
  • Create a monumental Vision for your business that ignites your purpose and passion.
  • Build the right Business Model for you to avoid future frustration, anger and unhappiness.
  • Get motivated and supported by other like-minded, driven professionals

Hi, I’m Andrea Bullard.
I help Financial Advisors and Reps earn more money and have more free time by doing the one thing they love to do… just see people. 

I’m SO glad you made it here! If you’ve found your way to this page, I know you are searching for practical solutions to grow your income AND have more time and money to share with the people you love.

I’ve spent 20 years coaching Financial Advisors and Reps just like you to multiple six and seven-figure incomes. Here’s what I know… you have what it takes to join their ranks.

The financial industry’s highest earning, most successful players are not determined by skills, brains, physical ability, good looks, etc., etc. If you asked me what the single most important skill set you need to rise to the top and stay there, I would tell you without a doubt, that learning how to identify, implement and integrate the right people and systems into your business is the deciding factor.
 
Without that critical skill set, it’s all too easy to find yourself becoming a slave to your business: overwhelmed, burnt out and stressed, working all hours to keep the machine running and losing touch with the excitement and enthusiasm that made you want to go into business for yourself in the first place!

I know this business can be lonely and difficult. That is why I created the Platinum Turn-Key Mastermind for driven, high performing Financial Advisors who have the desire and work ethic to grow their practice.

The Platinum Turn-Key Mastermind is designed to help you create your own top wealth management practice. With the Mastermind you will get the tools, systems, and capabilities you need to scale your business so you can finally do the one thing you love to do…just see people. You will be supported from the dynamic peers in the group. And, you will be coached by Andrea.

WHO IS THIS MASTERMIND FOR?

  • Who want to join a group of “like-minded” high performers who are positive and collaborative.
  • Who are serious about growth, and hungry for more.
  • Who are willing to invest time and money to grow their business.
  • Who want accountability for their sales numbers and activity in order to achieve their goals.
  • Who desire and believe in coaching.
  • Who want to build a Turn-Key business that can scale.
  • Who are looking for proven repeatable Systems in their business so they can scale without “trial and error.”
  • Who was fully committed to hiring and training “A” staff who take “ownership” of their business.
  • Who want to grow their Leadership Skills.

If this is you, then I am personally inviting you to APPLY to become a member of this Mastermind of high performing Financial Advisors who want to scale their business to multiple 6 and 7 figures with plenty of time freedom to enjoy life.

 Yes, I want to APPLY to this high performing Mastermind Group.

A ONE-YEAR PROGRAM  Designed to help you & your team build your “stress free” profit driven Wealth Management Practice.

Andrea Bullard has created the Platinum Turn-Key Mastermind because she understands the power of joining “like-minded” high performers in a group who all have the common goal of growing a highly profitable wealth management practice.

  • Imagine being supported and held accountable by peers who are positive, hard chargers who have extremely high goals, like yourself. No more hiding or feeling alone. You will feel the energy and support of positive, successful peers who are playing at your level.
  • Imagine being coached by Andrea who has helped hundreds of Financial Advisors build their business to multiple 6 and 7 figures while having MORE time freedom.
  • Imagine being given over 30 proven Turn-Key Systems© that you and your team can implement. Stop trying to build through “trial and error.” That only leads to feeling exhausted and frustrated. Andrea is going to show you the proven path to building your business so you can do the one thing you love to do…just see people.
  • Imagine your staff being trained and coached to manage and run your practice. How will it feel when they take “ownership” of your business.

Do You Have Any Of These Problems?

  • I feel so overworked…Help! I AM SWAMPED WITH RETURNING CLIENT’S E-MAILS AND PHONE CALLS EVERY DAY.

You return to your office at the end of a long day — and then have to return phone calls to clients and/or work on complicated plans because you are the ONLY person on your team who has the knowledge and skills.

  • I walk INTO MY OFFICE ON MONDAY WITH VERY FEW APPOINTMENTS AND ALWAYS FEEL STRESSED. I WANT TO WALk INTO MY OFFICE WITH A FULL CALENDAR.
  • WHEN I SEE 4-5 PEOPLE PER DAY… I HAVE NO TIME TO SCHEDULE APPOINTMENTS.

You see 4-5 people per day but then have no time to phone/email/text in order to schedule appointments.

  • I WANT AN “A” TEAM WHO CAN PROSPECT AND WHO TAKES “OWNERSHIP” OF THE BUSINESS, BUT I CANNOT SEEM TO FIND THESE INDIVIDUALS. HELP…WHERE ARE THEY?

You have hired, fired and trained but do not seem to get that magical team that prospects, speaks with clients and allows you to just see people.

  • WHEN I TAKE ONE DAY OFF OR GO ON VACATION, I COME BACK TO AN AVALANCE OF WORK.

Do you come back from vacation to a desk buried in piles of paper, thousands of e-mails in your inbox, and no appointments on the books!

  • MY TEAM NEVER GIVES ME LEADS. IT WOULD BE MY DREAM TO HAVE MY TEAM GATHER PROSPECTS AND BRING NEW BUSINESS INTO THE PRACTICE.

You would love to have your team consistently bring prospects into your practice. But, you have NO IDEA on how to make this happen.

 Yes, I want to APPLY to this high performing Mastermind Group.

In this “PROVEN SUCCESS”
program here’s what you will get:

1st Week of Each Month: 2-Hour Mastermind

  • Every month each member of the group will present their monthly activity numbers, results and discuss their successes and obstacles.
  • The sessions may include coaching, training, sharing of ideas and/or guest speakers.
  • You will be trained every month on a specific topic designed to help you develop a stress free, profitable firm. We will cover such topics as: Mindset for Success, Language, Systems, Leadership, Team Building, Staff Compensation etc.
  • Every session will be recorded so you do not have to worry about missing any training.

3rd Week of Every Month:
One Hour Training for you and your Team.

  • The 30 Bullard Turn-Key Systems©
  • Executive Tracking System: The Control Panel©
  • The Bullard Game Plan©
  • Your Business Model
  • Leadership: Weekly /Quarterly / Year End Meetings
  • Raving Fans Concept
  • Staff Turn-Key Growth Plan©
  • Staff Compensation
  • Turn-Key Referral System©
  • Turn-Key Client Concierge System
  • 5 Diamond Financial Protection©
  • The Hybrid Prospecting Team

Other Benefits for Members of the Mastermind:

  • Referral Mastery Lab
    You will be invited to a 3-hour Referral Mastery Lab as Andrea’s guest.
  • Password Protected Portal
    …where you can access recorded trainings, interviews, handouts, and documents.
  • Private Community Page…
    to share ideas, wins, questions, and ideas.
  • Guest Speakers
    We know you love to learn from the “best” on the industry. We will invite top professionals to our trainings and retreats where you will have an opportunity to ask them questions and learn from them.

Andrea Bullard is inviting you to apply to a Mastermind that is going to help you build the “business of your dreams” so you too can have more free time, earn more money and make a bigger difference in the world.

 Yes, I want to APPLY to this high performing Mastermind Group.

Here Are Some BONUSES That Come With The Program:

  • Turn-Key Secret Book: How to build a multi-million dollar wealth management practice. By Andrea Bullard
This book will give you the broad overview of how to build your practice. You will quickly understand why most of the current business models will keep you both stuck and/or broke; you will understand WHO and HOW to hire so you can have more time freedom; you will learn about the systems that you can implement so your business runs like a “well-oiled machine;” and, finally, you will understand the importance of your leadership.
  • All 30 Turn-Key Systems

No more trying to figure it out! You and your team will be given 30 systems to implement and custom design for your business.

  • Referral Thinking Maps & Market Research Kits

The Referral System will give you tools to help both you and your entire team obtain more and better referrals.

  • The Turn-Key Growth Plan
  • The Vision Book
 Yes, I want to APPLY to this high performing Mastermind Group.

Here’s what you will Accomplish
and How You Will Grow

Accountability and Peer Support:

You will be with a group of highly driven individuals who will support you, challenge you, and help you reach “the top of the mountain.”

SUCCESS BUSINESS MODEL:

The Mastermind will help you build the “right business model” for you and your team. No longer will you stay in a business model that will keep you stuck and broke and overwhelmed.

BUILD and Retain YOUR “A” TEAM:

The Mastermind will help you and your team define your “A” Team. Then we will teach you who to hire, how to train, and how to retain great “A” players.

TEAM BUY-IN AND OWNERSHIP TO HIT PRODUCTION / REVENUE GOALS:

The Mastermind will teach you and your team how to Play to Win. That means you will start hitting your goals. Your team will take leadership roles within the business and learn how their role and responsibilities impact monthly/quarterly/yearly goals. Everyone’s definition of success will be to hit the monthly/quarterly/yearly goals.

YOUR WRITTEN SYSTEMS MANUAL:

Your team will implement, custom design and write systems for every aspect of your business so you can have “peace of mind.” You will be given all 30 of the Bullard Turn-Key Systems© that have been tried and tested in the trenches.

TEAM LEADERS:

Your Team will run, lead and manage your practice without you. The Mastermind will help both you and your team identify WHO should be leaders and train them on great leadership.

Bonus Plans And Compensation Structures For Team Members:

The Mastermind will help you structure bonus plans and/or compensation plans that will both motivate and retain your “A” players.

 Yes, I want to APPLY to this high performing Mastermind Group.

IN ADDITION YOU WILL LEARN HOW TO CREATE A PROSPECTING, RAVINGS FANS BUSINESS

REFERRAL SKILL SYSTEM TRAINING

CENTER OF INFLUENCE TRAINING

LEADERSHIP TRAINING

THE RAVING FAN CLIENT EXPERIENCE PROGRAM

SEMINAR TRAINING:

Andrea will work with those individuals who want to include seminars into their practice. She will teach them how to “Speak to Sell” so they are comfortable educating and then getting prospects to take action.

5 DIAMOND FAMILY PROTECTION:

Andrea has created a proprietary system that clients love. This system allows all family member to have access to information that will protect them in case of death, injury, divorce and/or medical emergencies. This system will allow you and your team to develop stronger relationships with your clients and their family.

 Yes, I want to APPLY to this high performing Mastermind Group.

Here’s what clients are saying about how Andrea has helped them grow their business:

Randolph Shingler, CFP®

In one word, my experience with Andrea Bullard has been TRANSFORMATIVE. After 14 years of practicing as a sole advisor operation, I started working with Coach Bullard. After 1 year, my revenue has doubled and I am the owner of Green Arrow Financial, a premier financial planning boutique, with 3 Wealth Management Advisors on board. Andrea has not only helped me to be highly selective in how I grow my team, but she has helped me shape our team into “hybrid advisors” – with a playbook on how to lead my team into becoming highly productive, both defensively and offensively. Andrea’s systems work for ALL players on our team because, simply put, everyone wins with this model! 

Wealth Management Advisor
Green Arrow Financial
Washington, DC

Joey Davenport, CLU, CLF, CLTC

“Andrea Bullard is one of the foremost experts in the financial services space on business development and practice management systems. While the complexity of building a financial planning practice continues to increase, her Turn-Key Office system is the solution to organization and increasing business efficiency.”

President
The Hoopis Performance Network, Chicago, IL

Kurt Rupprecht & Jason Colenda

“We have been working with Andrea for years and we’ve built our practice using many of the principles and pillars discussed in this book. She’s helped take us from a small team of 2 to a growing organization of 7 while building proper business systems and infrastructure, delivering concierge client service and rapidly growing practice revenue. Working with Andrea has changed not only our business operations, but our professional lives and financial trajectory, and we’d highly endorse following her pillars to finding professional success in this career. If you’re looking to build a business that is sustainable and generational, and isn’t centered on any one individual, following Andrea’s Turn-Key pillars is the way to do it.

K Street Financial Group”
Washington, DC

Aren’t you tired of
“PUSHING THE ROCK UPHILL ALONE”

and trying to Figure it out on your own?

You feel like you have no time and are constantly overwhelmed with work. You are sick and tired of feeling like you are the only person on the team who is “pushing the rock uphill.”

  • YOU HAVE TRIED TO HIRE STAFF TO PROSPECT AND TAKE OWNERSHIP, BUT THE RESULTS HAVE BEEN DISAPPOINTING.
    You’ve tried hiring staff to get you OUT of this place… but the results have been disappointing (and sometimes even caused more problems than they solved!)
  • YOU WANT SYSTEMS IN YOUR BUSINESS BUT HAVE FAILED TO GET THEM IMPLEMENTED. THINGS JUST ALWAYS SEEM TO BE A MESS.
    You want repeatable processes and systems but do not know where to start or what to do.
  • YOU KNOW YOU HAVE THE TALENT BUT CAN NEVER SEEM TO TAKE YOUR BUSINESS TO THE NEXT LEVEL.
  • YOU ARE WORKING LONGER AND HARDER EVERY YEAR. YOU ARE NOT HAVING ANY FUN.
  • You have a successful business and want to take it to the next level but you are stuck.

YOUR PAIN…WORKING LONG HOURS…

& YEARS OF FRUSTRATIONS ARE OVER!

STOP THE “TRIAL AND ERROR” OF BUILDING YOUR TEAM AND BUSINESS.

The Platinum Turn-Key Mastermind is going to guide you on the path to success, time freedom, and more money. You and your team will start working together to build your business.

HOW WILL YOU FEEL WHEN…

How will you feel when you are consistently meeting with motivated, driven Financial Advisors who are “getting the job done” and supporting you to do the same?

How will you feel when you have Systems for every aspect of your business? How will you feel when you have all “A” Team Members in your business?

How will you feel when your team is as motivated to hit the goals as you?
 
How will you feel when you walk into your office every Monday and the calendar in full and all case prep is finished?

 
How will you feel when you know how to lead an “A” Team that is motivated and committed and running your business through systems?

Andrea Bullard & Company

Stop trying to figure it out by yourself through trial and error.
That is expensive, time consuming, and frustrating.
Let Andrea guide you and your team on the scenic and fastest road to your success.
Just enjoy the journey.

 Yes, I want to APPLY to this high performing Mastermind Group.

Save yourself years of frustration and wasted time!

Some of these ideas could be worth millions of dollars to your business. Other ideas will save you years of frustration.

Here’s the good news…

The exhausting old way of doing business (where advisors and financial reps were expected do it all i.e. see people, get referrals, call referrals, do case prep, prepare feeder lists, search for new prospects, answer complicated questions from clients/prospects, develop ‘centers of influence’, go to networking meetings, direct staff on client appreciation events, hire staff, do all client review meetings, manage website / linkedIn / facebook, etc., etc., etc.) is DEAD.

And frankly, good riddance…

Are You Ready To Stop Trying To Figure It Out By Yourself?

Is it time to get the support and advice you need to finally get off the treadmill … and achieve the business and life you REALLY want?

You’re in the right place if you’ve had ENOUGH of relentless busywork and endless to-do lists that are ruling your life … and you’re ready to go on the road to success!

Say goodbye to the daily grind that keeps financial reps and advisors struggling and frustrated, feeling like they have to ‘Do It All’… i.e. see people, get referrals, call referrals, do case prep, prepare feeder lists, search for new prospects, answer complicated questions from clients/prospects, develop Centers of Influence, go to networking meetings, direct staff on Client Appreciation events, hire staff, do all client review meetings, manage website/LinkedIn/Facebook, etc., etc., etc.

That Old, Broken Model
Of Doing Business Is OVER.

At last! You can get the same high-level support and coaching that the top earners have used to build multiple 6 and 7-figure businesses. And what’s more, you’ll learn that they’ve achieved it NOT by working harder, but simply by knowing which systems and strategies to put in place to do the heavy lifting FOR them and understanding where to FOCUS their efforts.


Yes, you CAN catapult to the next level of income and success … while enjoying more time and money freedom than ever before!

I have been coaching top Financial Advisors for over 20 years, helping them to create millions of dollars of extra revenue while reducing stress, burnout and busy-work.

I’ve helped to transform struggling businesses into thriving businesses, and successful businesses into industry leaders. Now it’s YOUR turn to get the game-changing strategies and systems you need to catapult to the Next Level of Success.

Let me help you create a multiple 6-7 figure wealth management practice while reducing stress, burnout and busy-work.

Stop Struggling and Trying to

“Figure it out on your own!”

 Yes, I want to APPLY to this high performing Mastermind Group.

Your Coach,

COPYRIGHT © 2022 Andrea Bullard & Company

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