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:
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’s forty years of lessons, mistakes, and wins from someone who built a $15B firm from the ground up.
If you’ve ever wondered why your growth has slowed or what separates the top advisors from everyone else, this is where you’ll find the answer.
About the Hosts:
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.
🎧 Listen to Episode 1, From Advisor to Business Owner
Curious to learn more?
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.
OP 25-0463
