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:
Clients don't hand you money. They hand you their trust. Their hope. Their fear.
In this episode of The Advisor's 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.
This isn't a strategy episode. It's the conversation about advising that doesn't usually happen out loud.
WHAT'S COVERED
01 — When the weight first lands
Andy shares the moment he truly felt the gravity of what clients hand over — and why that moment changes everything about how you show up.
02 — Sunlight, not more data
The cure for client fear isn't another spreadsheet. Why transparency does what information alone never can.
03 — Steward, not bystander
Great advisors don't watch from the sidelines. They carry the responsibility — and they know the difference between being present and being passive.
04 — Pride isn't the right response
When a new client says yes, the advisors who last don't feel pride. They feel gratitude. Here's why that difference matters more than any strategy.
🎧 Listen to Episode 7
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 $16B 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 7
Curious to learn more?
1 - OnePoint BFG Wealth Partners manages over $16 billion in advisory assets for our clients. (As of 3.31.26)
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.
OP 26-0540
