Andrea Schlapia
EOS Implementer for financial advisory firms in Boston
| Hourly rate range | $160 to $290 an hour |
|---|---|
| Focus areas | Scaling and growthOperations and systemsLeadership and team buildingExit planning and successionFinance and profitTeam performanceLeadership development |
| Works with | Founders and business owners and Executives |
| Also coaches | Executive coach |
| Based in | Boston, Massachusetts, United States |
| Credentials | Certified EOS Implementer; Certified Exit Planning; Working Genius Certified Administrator/Facilitator; Myers-Briggs Certified Administrator/Facilitator |
| Practice | Ironstone |
Andrea Schlapia is an EOS Implementer who helps leadership teams in the financial advisory industry get clear on their vision and run healthier businesses. She is a former financial advisor and has owned a business for more than 25 years. Before that she worked inside Dreyfus, Prudential, and Deutsche Bank. She also runs her own company on EOS and works from Boston, Massachusetts.
What Andrea helps with
Andrea helps leadership teams agree on where the business is going and how to get there. She also works on focus, discipline, and accountability across the company.
- Getting the whole team on the same page about vision and plan
- Building focus, discipline, and accountability so the team executes daily
- Making a leadership team more cohesive and healthy
- Putting the right people in the right seats
- Planning a future business exit
- Building structure so a firm can scale
- Getting advisors out of the day-to-day and into running the business
Who Andrea works with
Andrea works with leadership teams, business owners, and entrepreneurs. Her main focus is independent financial advisors and financial advisory firms. Her clients include presidents, CEOs, and COOs of wealth management and advisory firms.
How Andrea works
Andrea uses the EOS operating system to help clients strengthen the Six Key Components of their business. She also teaches her own Fundamental 4 Blueprint, which covers four elements a business needs to scale. To build team health, she uses Working Genius, PXT Select, and MBTI assessments. Her goal is the right people in the right seats. She also offers Certified Exit Planning. She acts as an accountability partner to keep teams on schedule with EOS rhythms.
Background and qualifications
Andrea is a former financial advisor who became an entrepreneur and has owned a business for more than 25 years. She worked inside firms including Dreyfus, Prudential, and Deutsche Bank. There she saw talented advisors buried in daily tasks instead of running their businesses. She is a Certified EOS Implementer and a Certified Administrator and Facilitator for Working Genius and Myers-Briggs. She also holds Certified Exit Planning training. She works as an educator, coach, and speaker.
Andrea Schlapia pricing
Programs and services
- EOS implementation for leadership teams
- Presentations and workshops for business owners and teams
- Certified Exit Planning
- Team assessments with Working Genius, PXT Select, and MBTI
Andrea Schlapia reviews
The CoachVouch take
She is a former financial advisor who now applies EOS specifically to financial advisory firms.
Best for financial advisory firm owners and leadership teams who want more structure, focus, and accountability.
Common questions
How much does Andrea Schlapia charge?
Coaching with Andrea runs $160 to $290 an hour. Message Andrea from this page for an exact quote.
What does Andrea Schlapia help with?
Andrea Schlapia helps with getting the whole team on the same page about vision and plan, building focus, discipline, and accountability so the team executes daily, making a leadership team more cohesive and healthy and putting the right people in the right seats.
Is Andrea Schlapia certified?
Andrea Schlapia lists: Certified EOS Implementer; Certified Exit Planning; Working Genius Certified Administrator/Facilitator; Myers-Briggs Certified Administrator/Facilitator.
Does Andrea Schlapia specialize in a certain industry?
Yes. She focuses on the financial advisory industry, working with independent financial advisors and advisory firm leadership teams.
Does Andrea help with exit planning?
Yes. She offers Certified Exit Planning to help owners plan a future exit on their own terms.
How do I contact Andrea Schlapia?
Send Andrea a message from this page. It's free and takes a minute.
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Last updated September 2026. Request a correction.