Testimonials
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!
Randolph Shingler
CFP® Wealth Management Advisor Green Arrow Financial Washington, DC
“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.
Kurt Rupprecht
“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.
Jason Colenda K
Street Financial Group” Washington, DC
“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.”
Joey Davenport
CLU, CLF, CLTC President The Hoopis Performance Network, Chicago, IL
“Andrea Bullard & Company have worked with my team and me for the past several years. Since working with Andrea, we have seen not only a dramatic increase in our overall production, but transformative growth through creating systems and processes that has enabled us to create scale to deliver comprehensive planning and services to clients and advisors across the country. For those that dream big, Andrea Bullard & Company will challenge you to dream bigger, and will help you break through the mental barriers to turn the dream into a roadmap to reality.”
Michael J. Dolberg
Partner/CEO Apollon Wealth Management Charleston, South Carolina
We choose Andrea three years ago to do an office makeover and have since retained her as our coach. She has proven to be worth every dollar and the time we spend with her is invaluable. Through her systems and constant guidance our office continues to get more efficient. She has taken time to meet with our team and help them implement new ideas and to help us continue to “sharpen the saw”. Sometimes when you think you have heard it all we will have one of our bi-monthly meetings and it will be amazing how her advice and encouragement will be spot on and inspirational. Andrea is a great listener, coach, friend, and confidant. I am sure any team would be better off with her involved.
Randall Smith
Wealth Management Advisor
We choose Andrea three years ago to do an office makeover and have since retained her as our coach. She has proven to be worth every dollar and the time we spend with her is invaluable. Through her systems and constant guidance our office continues to get more efficient. She has taken time to meet with our team and help them implement new ideas and to help us continue to “sharpen the saw”. Sometimes when you think you have heard it all we will have one of our bi-monthly meetings and it will be amazing how her advice and encouragement will be spot on and inspirational. Andrea is a great listener, coach, friend, and confidant. I am sure any team would be better off with her involved.
Joshua Harmon
Wealth Management Advisor Harmon Smith Financial Group Boise, Idaho
I’m writing this letter as an endorsement for Andrea Bullard and her organization. I’m a CERTIFIED FINANCIAL PLANNER™ practitioner, Accredited Estate Planner® and Wealth Management Advisor in New York City. As a client, I worked with Andrea for close to a decade. Andrea has demonstrated a true understanding of both the sales cycle of our business as well as the practice management piece of the financial services world. Her approach integrates the “WHY” part of the business while at the same time hones basic skill sets. Andrea definitely helped me in developing certain practice techniques and in my estimate deserves industry acclaim as one of the best of breed consultants. Whether as a new representative in the business or a successful veteran representative, I believe that Andrea truly can connect and positively impact a financial services practice.”
Michael S. Schwartz
CFP CEO & President Magnus Financial Group New York, NY
“Working with Andrea streamlined my business model and created efficient and effective procedures in growing my practice when I was a financial advisor. Andrea is very innovative and has a phenomenal understanding of the insurance and investment business. She truly made a difference in helping take my practice to the next level and continued to help my team implement new ideas. Now, as a Managing Partner, I have a different lense. Her work has transformed advisors in the way they think about change management, implementation and in attracting better clientele. As long as you listen to her and follow her system, she will change you for the better. I would recommend Andrea to anyone who wants to grow”
Thomas J. Goes
Managing Partner Northwestern Mutual, Greater Orlando, Florida
I was at a point in my career where I was trying to decide if I was going to be content with where I was, or if I wanted to focus on growing my practice and moving forward. I chose to move forward with the help of Andrea Bullard and her team. In the past year my risk production increased by 60%, while my investment production has increased by 49%. During the same time I’ve also doubled my new client and lives production. The systems that Andrea have helped my team implement have led to our success and provided the building blocks to take our business to the next level and beyond! In addition systems, she has helped me stay focused, grounded, and dreaming bigger than ever!
David W. Oliver
Financial Advisor Northwestern Mutual Johnson City, Tennessee
Hi Andrea, was just thinking of you and wanted to reach out and say Hi! More importantly, I wanted to thank you once again for your significant impact on my business. You’ll recall you encouraged me to find a younger colleague to partner with, and Eric and I have been working together for nearly 7 years. He got his CFP a year and a half ago, my clients love him, and transitioning has been pretty much seamless. I must confess that our insurance business is pretty mediocre, but our AUM has gone through the roof; literally ten times what it was when you and I met. More importantly, while I generally come in early, I generally leave by 2:00 or 2;30 (although sometimes we have later appointments) Like you always said, if you’re not going to work while you’re at the office….you might as well go home! Liz and I are enjoying life while we can. A heartfelt thanks to you for your influence on my business and, in turn, your influence on my life.
Nino V. Luciano
JD Financial Advisor Enfield Wealth Management Melville, New York
“I originally hired Andrea to do an “office makeover” to help me flow better at work. From the time she walked in my door I could tell that I liked her style, and she could tell that I needed help.
She has taken on the responsibility of trying to get me better in my business, and let me tell you, there were not a lot of folks standing in line for that job … (I’m somewhat independent and talk back some). Andrea’s coaching is really what I needed and am going to constantly need for a very long time. She helps me. She understands me. She cares about my business and my family. She is so much more than a coach to me and my business. She’s a part of me and my business now. She cares. I strongly recommend an “office makeover”, and then just sit and watch what happens to your business.”
Sam Law
Sam Law Financial, LLC Lubbock, TX
“Andrea has been a great coach, confident and friend for many years. She is not only challenging and, insightful, but also patient and understanding. Her enthusiastic support as helped me grow professionally as well as personally, and I remain most grateful. Andrea has helped me maintain my focus on Forum level production, while still managing my office responsibilities. Andrea’s relentless harping on the fundamental factors affecting our business, like phoning and referrals, are her greatest strengths.”
Dave Hachey
CLU, ChFC Wealth Management Advisor New York Park Avenue, NY
I met Andrea at a small study group seminar; immediately, I found her energy and focus appealing. I knew then that I was going to hire Andrea to be my coach. Our firm engaged Andrea to perform an extreme office makeover. She spent three days with our team turning everything upside down and inside out… with great results! That was two years ago. Our wealth management firm is now at a completely different level. We have more than doubled in size; and our efficiency, our technology, and our culture have never been better. Her insight into our processes and the mental barriers that prevented us from reaching new levels is outstanding. She continues to coach me personally and key members of our team. Our trust and confidence in Andrea is second-to-none. Andrea has been a fantastic professional partner, coach, and friend. I am very grateful for her commitment to my success and the success of our entire team.
Lee Alan Duckworth
CFP®, RFC®, CMFC President & CEO Capital Wealth Management, Inc. West Warwick, Rhode Island
“Andrea asks the “tough questions” that we need and guides us to the answers or how to find the answers. She keeps us on purpose and focused to the goals and issues that are important. She is the BEST I have ever worked with in my 40+ years.”
Calvin D. Biggers
CLU, ChFC Wealth Management Advisor Northwestern Mutual Little Rock, AR
“For over 10 years, I have had the pleasure of working with Andrea Bullard as she coaches several of my Financial Representative study groups. In addition, Andrea has been extremely helpful to many of them individually in setting up systems for administration, marketing and staffing. Andrea has the unique ability to deliver messages that our Reps. need to hear, in a professional, caring and consultative manner. Her energy is infectious and her communication is to the point. I would highly recommend Andrea as a professional business coach and/or speaker, to any individual or business that is looking to maximize performance.”
James Nemec
Managing Partner, Retired Former Nemec Agency LLC, NM, New York, NY
“Andrea is one of the most skilled coaches in the financial services industry that I’ve had the pleasure of working with. She has a broad understanding of not only our client advisory cycle, but is well suited to oversee and help representatives with the creation of office systems with great precision. I feel she’s a terrific asset to emerging & established representatives looking to take their practices to another level.”
Stephen Schwartz
CFP, AIF Partner Pioneer Financial New York, NY
“I can’t say enough about the impact Andrea Bullard and the Turn Key Office System has had on my business. We went from an unstructured office where we often “reinvented the wheel” each time we processed something to implementing a tried and true “system” for everything. The impact has been twofold: First, from a production standpoint, with Andrea’s help we were able to achieve “The Most Improved” in the McTigue Agency for 2008. Second, from a piece of mind perspective, I know that my staff is taking care of everything so I can focus on seeing and helping clients which is what I enjoy most. Reading the Turn Key Office System helped my business, getting the Office Makeover helped my business a ton, but the weekly ongoing coaching with Andrea has proven invaluable. I would recommend Andrea and her book to anyone wanting to make a significantly positive impact on their business.”
Kevin Willoughby
CLU, CFP Wealth Management Advisor The McTigue Financial Group Chicago, IL
“Andrea Bullard is an extraordinary executive coach. I began my professional relationship with her when my field was in a cyclical downturn. Andrea was extremely helpful in keeping me motivated and helping me to prepare plans so I would be well situated for the upswing. In fact, with her help, things have turned out far better than I could have imagined. I recommend Andrea highly as someone who can help you reach your full potential.”
Richard E. Mikels
Esq. Pachulski, Stang, Ziehl & Jones, Attorney, Boston, MA
“When Andrea told me about what an “office makeover” was my expectations were high and she met them. It really has improved our staff’s communication with me as well as improved out overall organization. It really is, as she says, a “turn-key operation”. Thanks Andrea!!”
Dan Megaludis
Wealth Management Advisor Megaludis Financial Monroeville, PA
“Andrea was able to tailor her knowledge to my practice and help me focus and stay accountable to what’s important. I have seen a 100% production increase since hiring her. She helped me think bigger, hire good staff, and develop multiple income streams.”
Chuck Andrews
Wealth Management Advisor Andrews Financial Group Hoover, Alabama
“You’ve helped me transform myself from a sole practitioner to a business owner, which has been my dream for the entirety of my career. My production has increased significantly while my personal life has flourished. My business has formed into a cohesive team, which continues to grow now on a national basis…Thank you for everything you’ve done. Go forward and share yourself with the world. There are many that need you.”
Richard A. Pope
President and CEO Applied Financial Group Woodbury, NY
“Andrea Bullard was very instrumental in organizing our shared services team. After two days of hard work the cubicles for three office administrators and 7 representatives were well on their way to completion. Andrea gave us the necessary tools and initial training to start this new program off successfully. We now have systems in place to be able to support this number of reps and more in the future.”
James R. Effner
President and CEO Applied Financial G(Managing Partner, prior position, The Effner Financial Group, Chicago, IL P2P Group, A Jim Effner Company, Chicago, Ilroup Woodbury, NY
“Andrea Bullard is a superb business coach. She is very accommodating in structuring a flexible plan for assistance and flawlessly delivers on her promise. She has excellent instincts, great communication skills and is a pleasure to work with. She was invaluable in developing improvements to both the content and delivery of my sales presentation. I strongly recommend Andrea’s services to those seeking professional business coaching from an experienced and effective coach.”
Paul Weiss
Vice-President Strategic Marketing Services Equifax, Wakefield, MA
“I recently learned that during the past year, the Hearst Agency led the entire Northwestern Mutual in two significant ways — policy persistency and new commissions generated. To the best of anyone’s knowledge, this is a first; it would appear as if no other Agency had every accomplished this during the entire history of the Company. I want to thank you for your help and support. I know that your efforts have contributed to our success.”
Peter S. Hearst
CLU, ChFC, Retired Managing Partner The Hearst Agency, Northwestern Mutual New York, NY, January 2000
“Our organization retained Andrea Bullard & Company in 1999. At that time we were ranked 61st out of 100 General Agencies of the Guardian Life Insurance Company. As of 6/02 our Organization is ranked 19th out of 110 Agencies. We attribute this tremendous change to the superb, highly professional coaching provided by Andrea Bullard to our management and Sales Associates. We would highly recommend
Andrea to any organization or individual that needs the finest in professional coaching skills.