What if your only responsibility was to see people, get referrals, and manage your Office Manager? What if your Office Manager would take care of you, make certain you are ready for each meeting, and make certain each staff person was doing their job? What if you had a system for calling, marketing, and case prep?

Andrea Bullard understands that the best businesses in the world have the best office systems. Therefore, she has created The Turn-Key Office System© for financial representatives who are in the insurance and investment industry. She created a systems-dependent business, not a people-dependent business. In this One Day Boot Camp for Financial Reps and Their Staff she will teach you how to implement The Turn-Key Office System © . She will cover Exact Order, Filing System, Case Prep System, Marketing System, Referral System, Calling System, Hiring System, and Employee Handbook. After you implement the system your Office Manager/staff will know how to manage your office allowing you to just see people and get referrals.

"When Andrea told me what an “office makeover” was, my expectations were very high and she met them. It really has improved our staff’s communication with me as well as improved our overall organization. It really is, as she says, A “Turn-Key Operation”. We have a “real business” system that is on auto-pilot."
D. M.
MNFN, Export, PA

"It really works. The Turn-Key Office System implemented by your Extreme Office Makeover has stream-lined our operation. My manager now can focus on the operation of the office, I can review things on-line and track the status of any case; and, now I am solely focused on "Selling!" Thank you, Andrea."
JM
New York, NY

"Andrea Bullard’s Turn-Key Office Systems is the missing ingredient to building a successful advisor practice. In today’s fast paced financial services industry, her insights and strategies will help to calm the noise and perfectly align your team to maximize productivity."
Joey Davenport, CLTC
Executive Director of Development
The Hoopis Financial Group/ Hoopis PerformanceNetwork
Chicago, Illinois

		How to build a 5-Year business vision
		How to create a corporate hierarchy chart with specific job duties for each member of your team
		The Bullard Hiring System©
		How to manage and build a highly motivated office team
		How to create the Exact Order© in your entire office – thus, no paper on anyone’s desk and no more looking for files
		How to flow all the paper and proposal work AWAY from the Financial Rep’s desk
		The Time Management System© for proposal work that allows a staff member to make certain all the proposal work for every case is finished several days before the date of next appointment
		How to create a color coded Filing System
		The Bullard Referral System© - This system allows your team to automatically make certain research is done before each meeting to prepare the Financial Rep with lists; it automatically allows your team to segment your clients and enter referrals into your client tracking system
		The Bullard Calling System
		The Bullard Marketing System
		The Bullard Employee Handbook

Develop a “Systems Dependent Business”...

Not a “People-Dependent Business”

The vast majority of financial reps have businesses that are “people-dependent.” This is a huge problem because people make mistakes, people leave the business, and people do not always agree on priorities. This problem creates the following:

• The majority of financial reps have to continually ask their staff questions regarding customer service, underwriting, appointments, etc. because they have not created a concise communication system. Every time they ask a question, it costs them time and money.
• The majority of financial reps have not created an exact system for their paperwork, files, and paperwork flow. They and their staff lose papers, and files and spend time looking for information. Again, this costs them both time and money. In addition, it robs them of “peace of mind.”
• We are in the Information Age. Therefore, staff are getting information from e-mails, voice-mails, phone calls, the U.S. Mail, and verbal requests from the rep. Most staff work from a tedious, long, “to do list” which is probably generated from a company chosen client management program. Therefore, they are working extremely inefficiently going from customer service to proposal work to underwriting in a course of one-half hour. Most staff need help in organizing and prioritizing their work so they can maximize productivity.
• Most financial reps do not have a system which allows one of their staff to take the responsibility of making certain all the case prep is finished 5 days before the next appointment. Most reps are personally handling this aspect of their business. Thus, cases are being prepped an hour before meetings and the rep continually feels “overwhelmed” because there is so much to manage in his practice. He does not have a system for delegation and management of case prep.
• Most financial reps do not have an accountability system for their assistants. Rather, they rely on trust. For example, assistants generally handle all the customer service work for a financial rep. I often ask reps how they know what customer service is needed and whether or not it is being completed and accurately recorded. Inevitably, the financial rep will respond by stating that the assistant handles customer service and does a good job. In our litigious world, trust is a dangerous way to run a business, especially when you are dealing with money and finance. If a client is going to sue, he will sue you, not your assistant.
• Communication is a key to success in every business. Every business should have an Employee Manual communicating rules, vacation days, sick days, etc. Very few financial reps have an office manual written specifically for their business.
• Every business owner should have hiring procedures that will lead to great employees. Again, most financial reps have no hiring systems. Hiring, therefore, is not strategic and can lead to selecting the wrong individuals for your team.
• Lastly, most financial reps will not take the time to create office systems because they do not know how to organize and systematize their business or are not willing to spend years on creating these systems.

These office systems will help both the new and veteran financial rep. Once you have implemented these office systems you will have more time, exact order, paper and files flowing away from you to your staff, a paperless desk, exact communication among your staff and finally, more peace to do what you love to do---just see people.