HeyJaredThe Advisor's Compass
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. Real stories. Hard-won lessons. Practical insight.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 1, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
#11 The Delegation Problem (opens the original)
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Most advisors think their business has a growth problem. Andy Schwartz says it usually has a delegation problem. In Episode 11 of The Advisor's Compass, Andy, who built a $2.5 billion practice with a team of just eight, and Chuck Downs get into why so many advisors hit a wall where the business keeps growing but their life doesn't get any easier. Everything still runs through them, and Andy is direct about why. They cover: Why leverage, not hustle, is what actually frees up an advisor's time The
#10 Grateful, Not Entitled (opens the original)
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Andy Schwartz says the most important thing in this business isn't smarts or performance. It's trust. In Episode 10 of The Advisor's Compass , Andy Schwartz and Chuck Downs explore what actually builds that trust—and why gratitude, humility, empathy, and authenticity aren't strategies to apply, but ways to lead every day. Then the conversation shifts into one of the most practical discussions of the series: hiring and developing a second-chair advisor. Andy shares how to structure compensation,
#9 The Cost of Comfortable Silence (opens the original)
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Most advisors avoid the hard conversations. Not because they don't care about their clients. Because they want to be liked. In Episode 9 of The Advisor's Compass, Chuck Downs and Andy Schwartz make the case that honest conflict is worth more than dishonest harmony. Andy gets specific about what that looks like with real clients. The business idea with red flags. The adult children being financially enabled past the point of helping them. The divorce where everyone is fighting over 10 percent. If
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