Are You Running Your Practice…
Or Is Your Practice Running You?
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​You’ve worked hard to build a successful practice. But at some point, you realize:
what got you here won’t get you to the next level.
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Are you in control of your business, or do you feel trapped in it?
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Is your revenue growing consistently, or are you stuck at a plateau?
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Are you attracting high-net-worth clients, or just taking whatever comes your way?
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Can your business thrive without you, or does everything fall apart if you step away?
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Most advisors don’t have a business - they have a high-paying job. They’re grinding harder than ever, but their growth has stalled, their time isn’t their own, and they’re constantly putting out fires instead of scaling strategically.
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The top 1% of advisors do things differently. They have repeatable systems, high-value clients coming in consistently, and a business that scales without consuming their life.​
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 40+ years in this industry, helping advisors and clients maximize wealth, retire comfortably, and pass on their legacy. But the biggest mistake I see? Advisors often fail to do the same for themselves.
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When I started, I was just like many advisors - focused on production and servicing clients. But over time, I realized that real success doesn’t come from just working harder. It comes from building a practice that scales beyond you.
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That realization led me to scale Bleakley Financial Group into a $10B+ RIA with a $10M+ revenue practice. I didn’t do it alone, I built systems, strategies, and a team that allowed my business to grow beyond my personal capacity.
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That’s what this mastermind is about. It’s about giving you the framework to create a scalable, high-value practice, one that attracts ideal clients, generates consistent revenue, and gives you the freedom to focus on what truly matters.
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If you’re ready to stop running in place and start scaling with intention, I’d love to help.
Chuck Downs
I know what it’s like to feel stuck in the day-to-day grind,
constantly chasing leads, handling every client request, and working long hours without feeling like you’re making real progress.
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Over the last 20 years, I’ve worked with advisors and entrepreneurs to help them break through self-doubt, build clarity and confidence, and implement high-performance habits that drive real, sustainable growth.
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Early in my career at Northwestern Mutual, I built a Top 5 national office, coaching advisors to award-winning levels of success. But my real passion has always been understanding what separates top achievers from everyone else.
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I’ve spent 30,000+ hours studying neuroscience, psychology, and human potential - and what I’ve found is that the most successful advisors don’t just have better strategies. They think differently, operate differently, and approach growth with a completely different mindset.
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That’s exactly what we’ll work on inside The Playbook for Wealth Advisors, not just what to do to grow your practice, but how to think, execute, and perform at the highest level.
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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.
Here’s what advisors experience inside
The Playbook for Wealth Advisors:
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More Freedom & Control in Your Business
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Break free from the daily grind—build a business that runs smoothly without you managing every detail.
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Optimize your time so you can focus on big-picture strategy, not just client servicing.
​A Predictable Flow of High-Value Clients
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Learn a proven process to attract and convert ideal clients consistently.
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Stop chasing leads and start working with clients who truly value your expertise.
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Revenue Growth Without More Hours
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Increase profitability by optimizing how you operate - without adding stress.
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Work smarter, not harder, and create a sustainable, scalable business.
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This isn’t just a training program—it’s a strategic framework designed to transform the way you run your business.
Is This For You?
The Playbook for Wealth Advisors is not for everyone.
It’s designed for advisors who:
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Want to build a larger, more efficient practice
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Want to attract more high-net-worth clients and increase AUM without increasing their workload
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Are ready to implement proven systems that create sustainable, scalable growth
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Want to connect with top advisors and learn from industry leaders
If that sounds like you, the next step is simple.
