Turn-Key Business Accelerator Bootcamp

Friday, April 12 @ 11am-2pm EST

For Financial Advisors Who Want to Build a Multi-Million Dollar Wealth Management Practice While having more Time Freedom and Peace of Mind

Too many Financial Advisors are trying to grow their business through trial and error, and, trying to do it alone. Maybe that is you. You have spent countless hours and years trying to build a business that gives you more time freedom and peace of mind. But as you grow you are feeling more frustrated and extremely overworked. Simply stated…You are BURNT OUT!

You are exhausted and have no time to think. You want to get off the “hamster wheel” but have no idea how to move forward. And, at times, you doubt that you have the skill to build the business of your dreams.

Your business life is about to change…

In the Turn-Key Business Accelerator bootcamp Andrea Bullard will reveal how you can build a million dollar business that will give you both time freedom and peace of mind Andrea Bullard is a renowned expert in business development and a leading coach for high-performance teams in the financial industry. With her guidance, she has empowered numerous individuals to scale their businesses to remarkable levels, achieving multiple six and seven-figure success while reclaiming precious time and enjoying peace of mind.

In the October/November 2021 issue, Forbes magazine recognized the top 250 advisors in the life insurance industry, and Andrea's impact was evident. She coached and trained 25 individuals from this esteemed group, including three within the top 10.

Andrea understands that the financial industry’s highest earning, most successful players are not determined by skills, brains, physical ability, good looks, etc., etc. When asked she would tell you that the single most important skill set you need to rise to the top and stay there, would be to learn how to identify, implement and lead the right people and systems into your business.

Without this critical skill set, it’s all too easy to find yourself becoming a slave to your business: overwhelmed, burnt out and stressed, and working all hours to keep the machine running and losing touch with the excitement and enthusiasm that made you want to go into the business for yourself in the first place.

Do you have any of these problems?

“I feel so overworked… HELP!!

I am swamped with returning client’ emails and phone calls at the end of every day.
I am the only person on the team who has the knowledge and skills to do
complicated case prep. It is taking hours of my time every week and I feel exhausted.
I walk into my office on Monday with a few appointments and always feel stressed. I want to walk into my office with a full calendar of “A” clients and “A” prospects.
When I see 3-4 people every day, I have no time to schedule appointments for the next week because I am busy delegating tasks, doing case prep, and returning client’s phone calls.
I want a high performing team who takes “ownership” of the business, but I cannot seem to find these individuals. Help…where are they?
I have hired, fired, and trained staff but cannot seem to get that “magical team” that fills my calendar, does complicated case prep, and allows me to just see people.
When I take one day off or go on vacation, I come back to an avalanche of work and an empty calendar.
My team never gives me leads, it would be my dream to have my team gather prospects and bring new business into the practice.

Andrea invites you to join her on Friday, April 12

This bootcamp is designed for Wealth Management Advisors who want to save frustrating years of “trial and error” when trying to build a high performing team and business that will give them more time freedom and peace of mind.

Here’s what you will learn…

How to create a Clear and Inspiring Vision for your Wealth Management Practice that drives growth, attracts top staff, and sets you apart from the competition, without spending countless hours feeling stuck or unsure of where to take your business next, even if you're not a 'visionary' type.
How to Define, Hire, Train and Grow Your Ideal Staff Person with the perfect mix of skills, personality traits, and values to propel your wealth management practice to new heights, without the frustration and uncertainty of hiring the wrong people, even if you've struggled with staffing in the past.
How to develop Leaders within your organization, knowing that your team members possess the right skills and mindset to excel in their roles.
How to create a High Performing Prospecting Team.
How to implement proven Turn-Key Systems and Processes that streamline your business, boost efficiency, and maximize profitability, without the stress and overwhelm of trying to figure it all out on your own, even if you've already developed some systems.
How to create your Turn-Key System Manual that will be the foundation of how your business operates.
How to Become a Great Leader and Grow Your Staff to Create a Positive and Productive Work Environment, Without Doubts about Your Leadership Abilities, Even if You've Never Been in a Leadership Position Before.
Turn-Key Leadership strategies to inspire and motivate your team, driving staff performance and growth.

Friday, April 12 2024 @ 11am EST (8am Pacific)

Yes, I want to build my Million Dollar Turn-Key Business

Here’s what clients are saying,
About how Andrea has helped them grow their business

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

“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

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

Jason Colenda

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?

Does any of this sound familiar?

“I feel overwhelmed, overworked and underpaid. I just want to see people!”

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 OVERWHELM…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 THEN IMPLEMENTED. THINGS 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 FEEL STUCK. THINGS YOU HAVE TRIED DON’T SEEM TO WORK.

YOUR PAIN… WORKING LONG HOURS…
& FRUSTRATIONS ARE OVER!

Stop trying to figure it out by yourself through
“TRIAL AND ERROR“.

That is expensive, time consuming, and frustrating.

Put yourself on the road to success.
You deserve it!