The Bullard Turn-Key System Collection


The ONE Critical Difference Between Those Who Barely Make a Living…

And Those Who Enjoy True Wealth…without

Working Crazy Hours Or Living Stressful Life IS….

Andrea bulla




The Bullard Turn-Key System Collection

Andrea bulla play win







I’m SO glad you made it here! If you’ve found your way to this page, I know you are searching for True Wealth in your business. A business that gives you a great income without crazy hours, stress, and constant worry.  Here is the good news…I have created your path to True Wealth where you 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 while having True Wealth in your life.  They have vacations, enjoy a stress-free work environment, and they love their staff.  Here’s what I know…

You have what it takes to join their ranks.

Is It Really Possible To Make a High Six-Figure or Seven-Figure Income
without working crazy hours and feeling stressed?

The answer is YES.

You have heard top producers speak on stage about their golf games and big trips.  You never see them in the office because they are always seeing clients and/or prospects.  You know their staff are amazing “A” players who are smart, dedicated, and run their office.  Then you wonder how they built this business.  Some of you believe they are superstars who rose to the top.  You might be thinking:  “How can I create this True Wealth Life for myself? And/or Where do I start?”

The Bullard Turn-Key System Collection
is your guide to the True Wealth Life…more money, less stress, and more time.

  • This is a complete set of booklets that are simple step-by-step guides
  • You do not have to spend years of trial and error trying to figure out how to build each system
  • No system is forgotten or left out…The Collection will give you every system you need to build your True Wealth Life. ..The Hiring System, The Marketing System, The Referral System, and much more
  • Every system has been tested in the field and used by top producers who have built multiple six and seven figure True Wealth businesses

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 is 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!


Unfortunately without hiring the right  players on your team and implementing Office Systems, It will Always Be Others That Are Living YOUR Dreams… Does any of this sound familiar?


  • 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.
  • You see 4-5 people per day but then have no time to phone and schedule appointments.
  • 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?
  • You feel like you have no time, are constantly overwhelmed, and you’re sick and tired of feeling like you’re pushing the rock uphill ALONE?
  • 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 are READY to create a better, different work environment that supports both your personal and financial goals, and lets you enjoy your business again

 If you answered ‘yes’ to any of these, then I definitely want to help you as I have helped so many others like you!

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Andrea bulla2Here’s the good news…

When I started coaching Financial Reps/Advisors I focused on the basic skills of this business:  language, activity, mindset, time management, and organization.  The goal was to see more people per day, get more and better referrals, and reach our monthly production numbers.  As we achieved our goals the Financial Rep/Advisor had less time and became overwhelmed.  They had NO TIME and A LOT OF STRESS.

Can you relate? 
Do you have NO TIME and a LOT OF STRESS?

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…

Building a high-profit, stress free business does NOT
have to be time-consuming, frustrating and
hard… there IS a better way!

lightsI have been helping  Financial Advisors/Reps hire great people, get staff ‘buy in’, create efficient, repeatable business systems, and build some of the best teams in the industry for 20 years. Now I will be sharing all my secrets with you in a complete collection of every system that you will need to build your business so you can live your dream business that gives you more time, more money, and peace of mind.


 davidAndrea came highly recommended as the type of no nonsense tough coach that we needed to whip our team into shape. The four day office make over was truly eye opening. As a result of her work, we immediately upgraded and streamlined work flow, improved planning, unified the company AND broke down the barriers between teams. For all the above and MORE we are indebted to Andrea’s efforts and results.“

David Halper, Managing Principal
Paradigm Financial Partners
A Wealth Management Company
Westport, CT


The Bullard Turn-Key System Collection

In the Turn-Key System Collection you will get the latest, greatest techniques to put the fun and profitability back into your business… right from the comfort of your own office or home. You and/or your team will learn my secrets on building an amazing team with systems.  The following are some of the systems the Collection covers:

  1. Your Vision
  2. The Corporate Hierarchy Chart
  3. Sample Employee Manual
  4. The Hiring System
  5. First Day of Work
  6. 6 Month Written Training Program for each Position
  7. Exact Order
  8. Online and Offline Filing System
  9. E-mail Inbox
  10. Scanning System for Files
  11. The Control Panel
  12. The Case Prep System
  13. The Client Review Case Prep System
  14. The New Client On boarding System
  15. The Center of Influence System
  16. The Social Media Marketing System
  17. The Marketing System
  18. The Policy Delivery System
  19. The Client Customer Appreciation System
  20. The Referral System
  21. The Leadership/Management System
  22. The Employee Review System
  23. The Leadership/Vision System
  24. The Leadership Growth Plan System
  25. The Employee Growth Plan System
  26. The Bullard Game Plan for Winning
  27. The Business Goal Setting Program
  28. The Personal Goals Setting/Dream Program


The Fastest & Most Leveraged Way To More
Money, Time Freedom, and Peace of Mind…

You see it is not your fault if you haven’t known how to do this up until now.
Here’s why…

No one ever handed you the entire step-by-step system, or taught you how to hire the right people for your team.

Or how to build a concierge customer service program that attracts prospects to you.

You see your competition is doing it the “old school way”.  They are hiring assistants and have no repeatable systems that are written in a systems manual. 

They’re personally doing it all…getting referrals, calling referrals, and preparing complicated case prep.

This is how you’re going to be able to dominate your market with a proven step by step system.

Every Top Producer Relies on Their “A Team”
and Repeatable Systems to live the True Wealth
Life…money, time freedom and peace of mind.

Isn’t it Your Turn?

I will be sharing all my secrets with you in this practical, easy-to-follow book collection.

So you get the latest, greatest techniques to put the fun and profitability back into your business… right from the comfort of your own office or home.

You and/or your team will learn my secrets on building an amazing team with systems without taking years to figure out what works and what does not work.  This is going to save you and your team time, money, and a lot of headaches.  These systems are all tested and proven in the field.

The Bullard Turn-Key System Collection will help you
Design, Develop, and Deploy YOUR DREAM BUSINESS…

Some of the topics we’ll cover:

  • A deep-dive into the current business models of multi-million dollar practices
  • How to attract, hire, and retain top staff
  • How to train your staff to add massive value to your business
  • How to get your staff to “buy into” your success and develop “ownership”
  • Employee growth plans so you have your own highly trained in-house team when you’re go to the next level
  • How to develop leaders within your team
  • The Bullard Concierge Customer Service Program to develop devoted clients who “sell you”
  • The Referral System, a team approach
  • Understand “state of the art” marketing and branding to attract top clients
  • The Bullard Turn-Key System for every aspect of your business: Hiring, Firing, Case Prep, Marketing, Referrals, Online Filing, Filing, Calling, Employee Handbook and Systems Manual
  • And much, much more…


Procrastination is a form of Abuse…

Have you thought about systems but said you were too busy to develop and implement them?  Have you kept the wrong people on your team because you hate the thought of firing, hiring and training? 

When you procrastinate making changes in your business then you are actually abusing yourself.  You are delaying living the life you want to live.  You are delaying making the type of money you want to make.  You are allowing yourself to do EVERYTHING…working long hours and taking responsibility for all tasks…knowing there is a better way.

Have you been sabotaging your profitability with systems that are NOT working for you? Have you hired the wrong people? Are you looking for a way to spend LESS time making MORE money… so you can start enjoying your business again?

Take action today and start living your dream life…

Procrastination and abuse can end today.  At last! A complete, easy-to-use SYSTEM built especially for Financial Advisors/Reps who want to escape the money wasting time-traps in their business, enjoy more free time and catapult to the next level of income and success… Now!

The Bullard Turn-Key System Collection is your practical step-by-step solution to help you quickly identify the things you’re doing in your business that are NOT making you money… and show you how to maximize your time, effort and income with systems and staff who do the heavy lifting for you.

No more procrastination for me…

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Here’s What Makes The Bullard Turn-Key System Collection Different…

Most programs will show you the Why & the What but they fail to show you the actual “HOW” to. Not here, you’re going to learn the EXACT simple steps you need to follow to be successful with this.

Say goodbye to overwhelm and confusion and say “hello” to your new True Wealth Life.

 But Don’t Just Take My Word For It. Here’s What Others Are Saying…

JoeyAndrea 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
The Hoopis Performance Network, Chicago, IL



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

 MichealI’m writing this letter as an endorsement for Andrea Bullard and her organization. I’ve worked with Andrea for the past 8 years in the capacity as a client of hers. I’m a Certified Financial Planner and Wealth Management Advisor in New York City. Andrea has demonstrated a true understanding of both the sales cycle of our business but also the practice management piece of the financial services world. Her approach integrates the “WHY” part of the business as well as honing basic skill sets. From my 15 years in the financial services business, I have never met a coach or consultant who has been able to integrate a true appreciation and understanding of both sides of our business than Andrea Bullard. Andrea was an integral piece in the development of my practice and in my estimate deserves industry acclaim as one of the best of breed consultants. Whether you are a new representative in the business or a successful veteran representative, Andrea truly can connect and impact your practice.

Michael S. Schwartz, CFP
Pioneer Financial, Wealth Management Advisor
New York, NY


You’re about to learn my clear, PROVEN Blueprint which teaches you EXACTLY how to:

  • STOP being a slave to your business
  • Reposition for Maximum profit, Minimum stress and MORE time in front of people… doing what you do BEST
  • Build an ‘A’ Team who buy into your success and proactively work to grow your business for you
  • Implement highly efficient, profitable and repeatable Office Systems that keep your bottom line covered — daily, weekly and yearly
  • Create an Exit Strategy that gives you ultimate freedom to live life on YOUR terms

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

Take action so you can get your life back and enjoy your business again — the knowledge in The Bullard Turn-Key System Collection will allow you to escape the relentless busy-work that’s NOT making you money. That’s why this Collection gets such powerful results.

I’ve taken all the stress, uncertainty and overwhelm out of creating your high-profit future… You get my full step-by-step proven business growth system that opens the door to the personal, professional, and financial success you’ve been working toward for years.

Nothing could be simpler… I worked hard to make this easy for you!

I’d love for you to join me on my journey to help Financial Advisors/Reps, and it would be my pleasure to serve you, and take you by the hand, and teach you everything I know.

 You have the talent.   God’s given you the gift.  Now take my hand and let’s make your dreams come true! 

I can’t wait to see you there…

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P.S.  What if the breakthrough you’ve been waiting for and praying for is literally one decision away? There’s another business reality awaiting you… one where you work with your strengths, have a life outside work AND fall back in love with your business… without sacrificing growth OR profitability.

P.S.S.  I want you to imagine your life a year from nowAre you still stalling on creating your True Wealth business life, and/or figuring out who to hire and how systems work?

“Who is Andrea Bullard and Why Should You Listen to Her?” 
Business Building & System Strategist Andrea Bullard, is recognized as one of the World’s Leading Authorities and Expert’s on building teams and creating systems for Financial Advisors and Reps. She has been helping Advisors/Reps build their businesses to multiple 6 and 7 figures while enjoying time freedom and peace of mind.  Now she will share all her secrets, thoughts, and proven systems with you.

“Sounds Great, Andrea- But How Much Is This
Going To Cost Me?”

Think of this as an investment into your business that will save you thousands if not millions of dollars in the near future.  Also, this is a tax deduction, but then, you already knew that!

I have invested thousands of dollars in both time and money into my business to educate myself and to learn what I’m about to teach you in The Bullard Turn-Key System Collection.  Plus, I have spent countless hours with Financial Advisors/Reps and their staff testing the systems in the field.

In my opinion, it should ultimately cost you zero, assuming you follow the steps, and do the work to start seeing real results. What price tag would you place on time freedom and doubling your income?  If I guaranteed results, would you be willing to pay me $100,000 for the collection? 

If you sold one term conversion as a result of this Collection, you would more than recoup you investment.

I’m going to be straight with you…successful Financial Advisors/Reps invest in their business and themselves.  That is why they make money.  Now you can spend years of your time and try to figure this out.  You can go through the trial and error.  But, that will cost you dearly.  In fact, many of you have already tried but failed.  And, now you are tired and discouraged.  Let’s try an easier route…a proven successful route.


I am ready to live my Dream life today!