What's The Advisor's Compass?
Most advisors work hard. Few build something that lasts.
Launched in 2025, 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. Expect real stories, hard-won lessons, and practical insight—the kinds of conversations most advisors wish they could hear.
Episode Highlight:
A high-revenue advisory practice isn’t always a high-value business.
What actually drives value?
Not just production — but whether your business can grow, scale, and operate without depending entirely on you.
In this episode of The Advisor’s Compass, Andy Schwartz and Chuck Downs unpack what buyers, partners, and private equity firms are really looking for.
You’ll learn:
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Why infrastructure determines scalability
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The difference between organic vs. market-driven growth
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What separates high-value firms from the rest
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How client demographics impact valuation
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The common mistakes that quietly reduce your multiple
If your business relies on you to hold everything together, it becomes harder to scale, harder to sell, and harder to sustain.
This is about building a business that lasts — and one someone else would want to own.
🎧 Listen to Episode 6
Listen to The Advisor’s Compass
New episodes released monthly.
Each conversation explores the real challenges advisors face when building enduring firms — from client psychology to leadership, growth, and succession.
Follow the show and never miss an episode ⤵️
About the Hosts:
Hosted by Andy Schwartz, who built a $2B practice and co-founded a $15B firm1, 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.
🎧 YouTube of Episode 6
Curious to learn more?
1 - OnePoint BFG Wealth Partners manages over $15 billion in advisory assets for our clients. (As of 12.31.25)
The opinions expressed by Andy Schwartz are his own personal views and experiences as an Investment Advisor Representative. The information contained herein is provided for informational and discussion purposes only and is not, and may not be relied on, in any manner, as legal, tax, accounting or regulatory advice nor does this constitute an offer to sell or a solicitation of an offer to buy any securities and may not be used or relied upon in connection with any offer or sale of securities. The information, as set forth herein, should not be construed or interpreted as OnePoint BFG’s guarantee of any particular investment outcome or a guarantee of future investment returns or results.
Investment advisory and financial planning services offered through Bleakley Financial Group, LLC, an SEC registered investment adviser, doing business as OnePoint BFG Wealth Partners (herein referred to as “OnePoint BFG”). Epic Success, Advisors Prospecting Advantage, Advisor Compass and Chuck Downs are not affiliated with OnePoint BFG nor compensated by OnePoint BFG.
OnePoint BFG often uses Artificial Intelligence (“AI”) in the generation of marketing and advertising and has established policies to ensure all AI generated material goes through human review prior to dissemination. This communication has been provided for general informational and discussion purposes only, and should not be considered as investment, legal or tax advice or as a recommendation. OnePoint BFG does not represent any third-party information used as its own. Please contact your legal counsel or tax advisor to recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein.
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