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:
Most advisors work hard. Few build something that lasts.
In this episode of The Advisor’s Compass Podcast, Andy Schwartz and Chuck Downs unpack what “capacity” really means in an advisory business—and why it’s the difference between staying busy and truly scaling.
What You’ll Learn:
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 slow, fire fast”
✅ Viewing shared resources like electricity—flip the switch when you need power
Plus, they tackle common traps:
❌ Focusing on expenses over revenue
❌ Trying to be the capacity yourself
❌ Letting fear block the next hire
About the Hosts:
Hosted by Andy Schwartz, who built a $2B practice and co-founded a $12B firm[1], 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.
[1] AUM as of 3/27/2024 ADV1 filing
🎧 Listen to Episode 2, 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
