Andrea Bullard believes that all new Financial Reps should learn and use The Turn-Key Office System©. The Turn-Key Office System© will organize each Rep from Day 1 and teach them the following:

		Where to put all paper
		Where to place the enormous amount of reading material they are given
		How to time-manage files to be prepped and where to put all prepped cases so the files are not all placed on their desks
		How to time-manage projects that have "no urgency"
		How to create a "filing system" for their business
		How to have a "paperless" desk EVERY DAY.leaving NO excuses for not picking up the phone and calling people!

Having coached Financial Reps for 14 years, Andrea knows the importance of systems to the success of both new and experienced reps. Her vision is that every agency will adopt The Turn-Key Office System©, and that every new Financial Rep will be trained on the system to make their work more productive; i.e. freeing the new rep to phone and see people. Then, as the Financial Rep becomes more successful and hires a staff person, the same Turn-Key Office System will be used. In other words, the Financial Rep will not change his or her way of workinh; the system remains the same. The Turn-Key Office System©will bring order and peace to the business. It greatly reduces the complexity of the business and gives the Financial Rep "peace" in an extremely fast-paced and multi-faceted business.

Agencies are beginning to provide staff support for new Financial Reps, and Andrea Bullard has developed The Shared Staffing Turn-Key Office System Program for just these kinds of agencies. This two day program begins with Andrea working with management to understand their program. Next, she designs an Architectural Plan for the agency and reviews this plan with the management before scheduling the two day training. The first day, Andrea will go to your agency and physically set up every Financial Rep and Assistant who is involved in the shared staffing program. On the second day, she will train every person in the program on the entire Turn-Key Office System©. When she leaves your agency, your program will be running smoothly.