Inside the Playbook Work
A Strategic Framework to Own Your Time, Attract High-Value Clients,
Multiply Your Revenue, and Scale Without Sacrifice
Top advisors don’t rely on guesswork.
They use frameworks that create leverage, clarity, and control.
The Playbook for Wealth Advisors gives you that edge.
It's not just a course.
It’s a strategic framework backed by real mentorship -
built for advisors who are ready to scale smarter and lead from a higher level.
You don’t need more ideas.
You need a clear path and the confidence to execute it, and that’s exactly what The Playbook delivers.
The Strategic Tools
Everything inside The Playbook is designed to bring clarity, accelerate growth, and help you scale with precision.
No fluff. No guesswork. Just what works.
1. On-Demand Masterclasses
Structured. Practical. Built for implementation.
Get access to focused, strategic playbooks designed to move the needle where it matters most.
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Prospecting & Lead Generation
Build a consistent pipeline of qualified, ideal prospects.
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Client Acquisition & Positioning
Communicate your value in a way that resonates with high-net-worth clients and drives action.
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Business Optimization & Growth
Systemize your operations so your practice runs smoothly -
with or without you.
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Time Management & Focus
Take back control of your calendar and lead your business with clarity and intention.
The difference between busy and better?
A clear playbook and a decisive next move.
2. Live Coaching & Mentorship
Real-time insight. Strategic refinement. Support that sharpens your edge.
Join Andy Schwartz and Chuck Downs each month for focused working sessions that challenge your thinking, refine your strategy, and help you execute at a higher level.
2nd Tuesday – Strategic Q&A with Andy Schwartz
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Andy built a $13B firm and a $2B personal practice. In this session, he shares how top advisors think, solve problems, and scale with intention. Bring your questions, challenges, and goals.
3rd Tuesday – Prospecting with Chuck Downs
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Consistent growth starts with consistent conversations. Chuck will help you refine your message, simplify your strategy, and create momentum that lasts.
4th Tuesday – Productivity & Mindset Mastery with Chuck Downs
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Growth follows clarity. This session focuses on how to think, plan, and lead from a stronger place so you can scale without burning out.
It’s not theory.
It’s experience passed forward.
3. Execute With Confidence
Clarity builds momentum. Execution turns it into growth.
Each live session becomes a proving ground, where strategies are sharpened, ideas are tested, and your next move becomes clear.
You’ll walk away with:
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Tactical feedback on real business decisions
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A sharper lens for what’s working and what’s next
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The momentum to execute with precision and purpose
You won't just leave with ideas.
You'll leave with traction.
What Changes
Before the Playbook
❌ You’re working hard, but growth still feels unpredictable
❌ Your calendar is packed, but your pipeline is thin
❌ You’re doing it all, but still unsure what’s actually working
❌ You know there’s a better way, but don’t have a clear path forward
After the Playbook
✅ You’re leading with clarity and executing with confidence
✅ You’re attracting your ideal clients with less effort
✅ Your systems are driving results, not draining your time
✅ You have mentors and a proven framework guiding your next move
The Playbook for Wealth Advisors
takes you from reacting to leading,
from scattered effort to strategic momentum.
Who This Is For
The Playbook for Wealth Advisors is built for financial advisors who are ready to grow with clarity and intention, not just grind harder.
It’s for those who:
✔ Want to scale a more efficient, higher-value practice
✔ Are focused on attracting ideal clients and increasing AUM without adding more hours
✔ Value real mentorship, proven systems, and clear strategic insight
✔ Are committed to building a business that reflects their vision, not just their workload
This isn’t a shortcut or a silver bullet.
It’s a sustainable strategy for advisors who are serious about growing what lasts.
If that’s you, the next step is simple.
Frequently Asked Questions
How is this different from other advisor coaching programs? Most programs give you ideas. The Playbook gives you a system that works. This isn’t just a course or one-off coaching- it’s a strategic framework combined with live mentorship from two leaders who’ve done it at the highest level. Andy Schwartz built a $13B firm and a $2B personal practice. Chuck Downs has coached some of the industry's top producers. Together, they’ll show you exactly how to think, operate, and grow like the best. You won’t get theory. You’ll get: - Proven strategies that are working right now - Real-time coaching and direct feedback - A clear, repeatable path to scale with intention This is about implementation, momentum, and sustainable success.
How much time will this take? Most advisors spend about 5-6 hours per month in masterclasses and coaching sessions. But here’s what matters: The time you invest here gives you time back. The Playbook helps you: - Eliminate busywork - Delegate more effectively - Focus on the few moves that actually grow your business This isn’t another item on your to-do list. It’s the reason your to-do list gets shorter and your results get better.
What results can I expect? Most advisors notice clearer strategy, stronger prospecting, and increased efficiency within the first 30 to 60 days. But the real transformation compounds over time. As you apply the systems, sharpen your positioning, and execute with focus, you’ll start to experience: - A steady pipeline of qualified, high-value prospects - Operations that run smoother with less dependence on you - Higher revenue without the extra hours - A business that finally aligns with the life you want to lead The roadmap is here. The results are real. But they’re only unlocked through execution.
Is this program worth the investment? Without question - and not just financially. If you land even one high-value client using what you learn here, the Playbook pays for itself. But the true ROI goes far beyond that. Advisors who fully implement this framework often double their revenue in 12–24 months- while working fewer hours, making better decisions, and building a business that runs with more clarity and control. Because this isn’t just about growth. It’s about building a business that finally works for you. The real question isn’t “Can I afford it?” It’s “What will it cost me to keep operating the way I am?”