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:
Trust Is the Real Asset (And It’s the First Thing at Risk)
Trust is the most valuable asset in an advisory business—and also the most fragile when growth isn’t handled intentionally.
In Episode 4 of The Advisor’s Compass, Andy Schwartz and Chuck Downs tackle one of the most sensitive and misunderstood transitions in an advisor’s career: introducing lead advisors and evolving client relationships without breaking trust.
Andy shares candid, hard-earned lessons from building a multi-billion-dollar advisory practice. From waiting too long to build a next-generation bench to missteps that quietly erode client confidence, this episode pulls back the curtain on what actually works—and what doesn’t—when firms try to scale beyond a single rainmaker.
In this episode, you’ll learn:
• Why trust must transfer before responsibility does
• How to introduce new advisors without clients feeling “handed off”
• The critical difference between service advisors and growth advisors
• How compensation and incentives protect alignment and retention
• Why businesses built around one person are harder to scale, value, and sustain
If your clients still only trust you, your business may be more fragile than it looks.
This is an essential conversation for advisors thinking seriously about growth, continuity, and building something that lasts beyond their own career.
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.
🎧 Listen to Episode 4, Trust is the Asset
Curious to learn more?
1 - OnePoint BFG Wealth Partners manages over $15 billion in advisory assets for our clients. (As of 12.31.25)
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.
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This communication has been provided for informational purposes only and should not be considered as investment, legal or tax advice or as a recommendation. This material provides general information only. OnePoint BFG does not offer legal or tax advice. Please contact legal counsel or your 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. Circular 230 notice: To ensure compliance with requirements imposed by the IRS, this notice is to inform you that any tax advice included in this communication, including any attachments, is not intended or written to be used, and cannot be used, for the purpose of avoiding any federal tax penalty or promoting, marketing, or recommending to another party any transaction or matter.
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