Turn-Key Secrets: The Ultimate Guide to Building Your Multi-Million Dollar Wealth Management Practice

by Andrea K. Bullard

In Turn-Key Secrets, the author Andrea Bullard divulges the 4 essential Pillars to building a multi-million dollar Wealth Management practice. She shares strategies to substantially reduce work hours and related stress and at the same time significantly increase net income.The difference between success and failure of a Wealth Management firm can be distilled down to the effectiveness of the business model. Andrea will reveal why certain business models are more stressful and at the same time less effective while others will enable you to earn more in far less time. Andrea has an extensive track record of helping thousands of Financial Advisors work smarter. One of her innovations is how to create a Prospecting Concierge Team that generates prospects while providing high level customer service. In Turn-Key Secrets Andrea brings to light the significant elements of a business Vision; building your “A” team; the Turn-Key Systems that provide repeatable business processes; and how to provide inspirational leadership to increase productivity and create ownership of the team goals. In sum, Turn-Key Secrets is a must-read for every Wealth Manager that aspires to transform their practice into a multi-million dollar enterprise while delivering concierge service to each and every client.

298 pages, Kindle Edition

Published August 19, 2020