HOW THE PLAYBOOK WORKS
A Proven Path to Building a Profitable, Efficient, and High-Growth Practice
The Playbook for Wealth Advisors is not a typical course or coaching program.
It is a mastermind experience that gives you access to proven strategies, live mentorship, and a network of top advisors.
We designed this program to help advisors build a highly profitable, sustainable practice without working longer hours or relying on outdated methods.
What You Get Inside
The Playbook
1. The Playbook for Wealth Advisors (On-Demand Masterclasses)
A structured series of actionable, step-by-step masterclasses covering:
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Prospecting & Lead Generation: How to build a consistent pipeline of high-value prospects
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Client Acquisition & Positioning: The approach top advisors use to convert high-net-worth clients
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Business Optimization & Growth: How to delegate, systemize, and scale without losing control
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Time Management & Focus: How to increase efficiency and get more done - without working more
These modules are designed for implementation, not just information. You’ll be guided step by step through strategies that drive real results.
2. Live Coaching & Mentorship
With Andy Schwartz & Chuck Downs
2nd Tuesday of the Month:
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Q&A with Andy Schwartz
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Get tailored advice from an advisor who built an $8B+ firm
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Gain insights into advanced growth strategies that actually work
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3rd Tuesday of the Month:
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Prospecting & Lead Generation with Chuck Downs
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Learn how to create a predictable, high-quality client pipeline
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Master proven strategies to attract high-net-worth clients consistently
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4th Tuesday of the Month:
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Productivity & Mindset Mastery with Chuck Downs
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Optimize your time, focus, and energy for maximum productivity
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Learn how to run your business efficiently - without burnout
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Every month, you’ll join live coaching sessions designed to provide real-time insights, direct mentorship, and implementation guidance.
Every session builds on the last, helping you implement strategies that scale your practice and revenue.
3. Private Mastermind Community
Scaling a business is easier when you’re surrounded by other top advisors who are implementing the same strategies.
As a Playbook member, you’ll gain access to an exclusive community where you can:
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Exchange high-value referrals and connections.
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Share strategies, best practices, and case studies
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Network with advisors who are scaling their firms successfully
You don’t have to grow alone.
Inside this mastermind, you’ll be learning alongside advisors who are serious about building better businesses.
How This Program Will
Transform Your Practice
Before the Playbook
❌ Prospecting feels inconsistent, and you’re not generating enough ideal clients
❌ You’re working long hours but not seeing corresponding revenue growth
❌ You feel like your business controls you, instead of the other way around
❌ You know you could be landing bigger clients, but you’re not sure how
After the Playbook
✅ You have a proven system that consistently generates high-quality prospects
✅ You’ve structured your practice to scale efficiently without added stress
✅ You’re operating at a higher level, with clarity on your next steps
✅ You’re part of a community of high-performing advisors, learning directly from top industry
Who This Is For
This mastermind is designed for advisors who:
✔ Want to increase revenue and attract high-value clients
✔ Want to run a more efficient, optimized practice
✔ Are ready to implement proven systems to create sustainable growth
✔ Want direct mentorship from industry leaders who have built multi-billion-dollar firms
This is NOT for advisors who are just getting started or looking for quick fixes.
Frequently Asked Questions
How is this different from other advisor coaching programs? This isn’t just a training course, it’s a mastermind designed for implementation. You’re not just learning concepts—you’re getting direct coaching, case studies, and support from advisors who have built multi-billion-dollar firms.
How much time will this take? Most members spend about 3-4 hours per month on masterclasses and coaching calls, but the systems you implement will save you far more time than that in your day-to-day business.
What results can I expect? Most members see improvements in prospecting, time efficiency, and revenue growth in less than 60 days. The long-term impact depends on how well you implement and execute the strategies you learn.
Is this program worth the investment? If you land just one high-value client using what you learn, this program more than pays for itself. Many advisors double their revenue within 12-24 months of implementing these strategies.