The Advisor's Compass
Episodes
#7 The Weight of Trust
05 May 2026
Contributed by Lukas
Clients don't hand you money.They hand you their trust.Their hope.Their fear.In this episode of The Advisors Compass, Chuck Downs and Andy Schwartz go...
# 6 Built to Sell or Built to Stall?
07 Apr 2026
Contributed by Lukas
A high-revenue practice is not always a high-value business.What determines value isn’t just production.It’s whether the business can grow, scale,...
#5 If Your Clients Only Trust You, You’re Exposed
03 Mar 2026
Contributed by Lukas
Every growing advisor eventually faces the same fear:“If I introduce help… will I lose the relationship?”In this episode of The Advisor’s Comp...
#4 Trust Is the Asset
03 Feb 2026
Contributed by Lukas
Trust is the real asset in an advisory business and it’s the first thing at risk when growth isn’t handled intentionally.In Episode 4 of The Advis...
#3 Referrals Are the Business
06 Jan 2026
Contributed by Lukas
Referrals are not a tactic. They are the foundation of a great advisory business.In Episode 3 of The Advisor’s Compass, Andy Schwartz and Chuck Down...
#2 The Leverage Behind Real Growth
02 Dec 2025
Contributed by Lukas
Andy Schwartz and Chuck Downs unpack what “capacity” actually means in an advisory business and why it’s the difference between staying busy and...
#1 From Advisor to Business Owner
03 Nov 2025
Contributed by Lukas
Most advisors work hard. Few build something that lasts.In this episode, Andy Schwartz and Chuck Downs talk about the moment Andy stopped thinking lik...