Are You Running Your Practice
Or Is It Running You?​​
​You’ve built something real.
But at some point, every high-achieving advisor faces the same truth:
What got you here won’t get you to what’s next.
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Are you leading with intention, or reacting to what’s in front of you?
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Is your revenue strategic, or unpredictable and exhausting?
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Are you attracting ideal clients, or just managing whoever shows up?
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Does your practice run efficiently, or only when you’re carrying the load?
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Most advisors don’t own a business.
They own a high-paying job.
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They are stuck in the weeds, chasing growth without structure, burning energy on what doesn’t scale.
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The top 1 percent play a different game.
They build systems that attract the right clients, protect their time, and grow their business without sacrificing the life they’re working so hard to build.
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Which path are you on?
Learn From an Advisor Who Built a Multi-Billion Dollar Firm
And a Coach Who Helps the Industry's Top Performers Do the Same
Andy Schwartz
I’ve spent over 40 years helping clients grow wealth, retire well, and leave lasting legacies. But most advisors don’t apply that same level of planning to their own business.
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Early in my career, I focused on production and client service. Like most, I believed working harder was the answer. But real success came when I stopped doing it all myself and started building a practice that could scale.
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That shift helped me grow a 13 billion dollar RIA and a
2 billion dollar personal practice. Not through burnout, but through systems, strategy, and the right team.
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That’s what The Playbook for Wealth Advisors delivers - a repeatable, strategic framework to build a business that scales with intention.
If you’re ready to step out of the grind and lead with vision, I’d be honored to help.
Chuck Downs
I know what it feels like to be stuck in the grind. Chasing leads, handling every request, and working long hours without the results you know you’re capable of.
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For more than 20 years, I’ve helped advisors and entrepreneurs break that cycle. We focus on clarity, confidence, and high-performance habits that actually scale.
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At Northwestern Mutual, I built a Top 5 national office by coaching advisors to award-winning levels of success. But the deeper question I kept asking was this:
What separates those who thrive from those who plateau?
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After 30,000 hours studying psychology, neuroscience, and human performance, here’s what I know: ​
Top performers think differently.
They lead differently.
They grow from a different place.
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Inside The Playbook for Wealth Advisors, you’ll rewire how you approach growth so you don’t just learn what to do. You become the person who can do it.
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​If you're ready to step into the next version of yourself and your business, I’d love to help you get there.
What advisors experience inside
The Playbook for Wealth Advisors:
​​More Freedom & Control
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Break out of the daily grind.
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Build a business that runs smoothly without constant oversight so you can focus on strategy and growth.
​A Predictable Flow of High-Value Clients
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Implement a proven system to consistently attract and convert ideal clients.
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Stop chasing leads. Start working with people who value your expertise.
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Revenue Growth Without More Hours
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Increase profitability by optimizing how your business runs.
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Work with precision, reduce stress, and scale with confidence.​
This isn’t just a course.
The Playbook for Wealth Advisors is a strategic framework combined with expert coaching, built to change how you operate and how you grow.
Is This For You?
The Playbook for Wealth Advisors is not for everyone.
It’s built for advisors who are ready to scale with strategy and intention.
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It’s designed for advisors who:
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Want to grow a more efficient, higher-value practice
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Are focused on attracting high-net-worth clients and increasing AUM without adding more hours
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Are ready to implement proven systems for sustainable growth
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Want to learn directly from top performers and connect with a high-level network
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If that sounds like you, the next step is simple.
