The Advisor’s Compass is a podcast that helps advisors grow their business to its full potential while living a life that feels good to live. Real stories. Hard-won lessons. Practical insight. The kinds of conversations most advisors wish they could hear. Hosted by Andy Schwartz, who built a $2B practice and co-founded a $13B firm and Chuck Downs, a transformational coach with over 30,000 hours working with top performers. One built the machine. The other teaches you how to run it without losing yourself. 🎧 New episodes coming soon. Subscribe to be the first to listen.
Clients don't hand you money.
They hand you their trust. Their hope. Their fear.
In this episode of The Advisors Compass, Chuck Downs and Andy Schwartz go past the spreadsheets and into the human reality of what it actually means to be the person someone trusts with everything they've built.
Andy shares when the weight of that responsibility first lands. Why the cure for client fear is sunlight, not more data. How grea...
A high-revenue practice is not always a high-value business.
What determines value isn’t just production.
It’s whether the business can grow, scale, and operate beyond the founder.
In this episode of The Advisor’s Compass, Andy Schwartz and Chuck Downs break down what actually drives valuation in an advisory business and why many practices fall short when it matters most.
They cover:
Every growing advisor eventually faces the same fear:
“If I introduce help… will I lose the relationship?”
In this episode of The Advisor’s Compass, Andy Schwartz shares how he transitioned relationships inside a $2B+ personal book without losing trust and why most advisors wait too long to do it.
They break down:
• Why ego, not strategy, is usually the bottleneck• The exact language that makes clients feel expanded service, not abando...
Trust is the real asset in an advisory business and it’s the first thing at risk when growth isn’t handled intentionally.
In Episode 4 of The Advisor’s Compass, Andy Schwartz and Chuck Downs unpack one of the most sensitive and misunderstood moments in an advisor’s career: introducing lead advisors and transitioning client relationships without losing trust.
Andy shares hard-earned lessons from building a multi-billion-dollar practic...
Referrals are not a tactic. They are the foundation of a great advisory business.
In Episode 3 of The Advisor’s Compass, Andy Schwartz and Chuck Downs break down why asking for referrals is a make-or-break skill for advisors at every stage and why most never develop a real philosophy around it.
Andy shares the exact language he used from the very beginning of his career, why he asked for referrals on first meetings, and how c...
Andy Schwartz and Chuck Downs unpack what “capacity” actually means in an advisory business and why it’s the difference between staying busy and truly scaling. Andy explains how capacity creates confidence in the marketplace, why great people (not you) should do the technical work, and how to build leverage through hiring, sharing, or outsourcing.
They cover: hiring smarter than yourself, paying above market to kill turnover, “hire ...
Most advisors work hard. Few build something that lasts.
In this episode, Andy Schwartz and Chuck Downs talk about the moment Andy stopped thinking like an advisor and started operating like a business owner and how that one shift changed everything.
They unpack what it really takes to scale: building the right team, paying people well, staying consistent, and focusing on what actually moves the business forward.
This isn’t theory. It...
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!
Buck Sexton breaks down the latest headlines with a fresh and honest perspective! He speaks truth to power, and cuts through the liberal nonsense coming from the mainstream media. Interact with Buck by emailing him at teambuck@iheartmedia.com
The latest news in 4 minutes updated every hour, every day.