Certified

Andrea Schlapia

Atlanta, Georgia, United States
Boston, Massachusetts, United States

Offers Virtual Sessions

Willing to Travel

Specializing in the financial advisory industry, I help Leadership Teams get clear on their Vision, gain Traction®, and build healthier businesses.

Meet Andrea Schlapia

Financial Advisor Turned Entrepreneur - Your Accountability Partner and Guide
25+ Year Business Owner | Educator | Coach | Speaker | Running My Own Business on EOS
Working Genius: Tenacity & Enablement (Certified Administrator/Facilitator)
Myers-Briggs: ESFJ (Certified Administrator/Facilitator)
Kolbe: 7-7-3-4
Not Here to Make a Name ~ My Why and Passion is Making a Difference

Book Your Free Introductory Call

Ready to get more of what you want from your business? Let’s talk. Book your free introductory call with me to share your business needs and challenges. I’ll share my background and style. No pressure, just a real conversation to see if we’re the right fit.

EOS Approach

Vision

Getting everyone in your business 100% on the same page with where you’re going and how you plan to get there.

Traction

Instilling focus, discipline, and accountability throughout the business so that everyone executes on that vision – every day!

Healthy

Helping your leaders become a more cohesive, functional, healthy leadership team - because most of the time they are not.

What It’s Like to Implement EOS

Hear from the business leaders and teams I’ve had the privilege of guiding through their EOS journey.

Client Success Videos

Expertise & Insights

Insightful guidance, practical tips, and real-world stories to help you strengthen your leadership team and run a better business.

Meeting Pulse 2.0: How to Turn Red Numbers into Action Between Quarterlies

ChemTek Solutions, a 90-person specialty-chemicals manufacturer, loved its Scorecard. Until a raw-material spike shredded margin for an entire half-quarter. The leadership team saw the "Gross Profit %" Measurable show up red on...

From Lion to Lamb & Back Again

In most of North America, the saying goes that March comes in like a lion and out like a lamb. For many entrepreneurs, this phrase holds a parallel to their business experience....

Why Self-Implementing EOS Is So Hard (And Often a Poor Use of Leadership’s Time)

Vision is about getting crystal clear and aligned on where the company is going and how it plans to get there. Traction means instilling discipline and accountability into the organizations so that...

Speaking Engagements

I deliver engaging presentations and workshops for business owners and teams ready to get clear on their Vision, gain real Traction®, and build a healthy team. Our time together will help you:

Get A Grip On Your Business® by strengthening its Six Key Components® with the proven EOS® operating system
Build lasting value and plan your future exit on your own terms through Certified Exit Planning
Strengthen team health via Working Genius, PXT Select, and MBTI assessments to get the Right People in the Right Seats
Master my Fundamental 4™ Blueprint: the four elements every business needs to scale with confidence

My Upcoming Events

There are no current upcoming events. Please check back regularly and follow us on social for the latest news and events!

Certified Implementer

andrea.schlapia@eosworldwide.com

Phone: (800) 917-8020

Atlanta, Georgia, United States
Boston, Massachusetts, United States

About

I help financial advisors build businesses they love.

After years inside firms like Dreyfus, Prudential, and Deutsche Bank, I saw the same problem everywhere: talented advisors drowning in the day-to-day instead of running the business. That’s why I’m dedicated to helping entrepreneurs and independent financial advisors build businesses with real structure, scalability, and success.

I equip my clients with a complete system and practical tools designed to drive real results and lasting change. I bring a high-energy, hands-on approach to every engagement, combining deep industry expertise with a genuine passion for helping people grow. I serve as an accountability partner and change agent, bringing focus to what matters most through measurement, analysis, and actionable strategy.

I’m a Certified EOS Implementer®, Certified Exit Planning Advisor (CEPA®), Registered Corporate Coach™ (RCC), Human Capital Strategist (HCS), Strategic HR Business Partner (sHRBP), and certified administrator of Working Genius, PXT Select™, and Myers-Briggs assessments.

Today, I help advisory businesses and their Leadership Teams get what they want from their business — whether that’s building stronger teams, gaining clarity around goals, planning a future exit or succession, or simply getting unstuck. I’m here to guide the process.

Ready to turn chaos into calm? Let’s connect!

Please reach out to book a meeting: andrea.schlapia@eosworldwide.com