The Advisor's Compass
a podcast that helps advisors grow their business while living a life that feels good to live.
Real stories. Hard-won lessons. Practical Insights.
The kinds of conversations most advisors wish they could hear.
In an Industry Full of Noise, Truth Is the Real Edge
Most advisors already know what they should be doing.
But knowing isn’t the problem - execution is.
Between outdated strategies, decision fatigue, and constant pressure to produce, even the best advisors hit a wall.
The Advisor’s Compass is where high performers recalibrate with grounded frameworks, strategic insight, and the mindset shifts no one else is talking about.
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Andy Schwartz
Built a $2B personal practice.
Co-founded a $13B firm.
Recognized by Barron’s, Forbes, and Financial Times.
Known for turning complexity into clarity and plateaus into breakthroughs.
Chuck Downs
Founder of Epic Success Coaching, guiding high achievers from external success to inner fulfillment.
Builder of Rolling Hills Farm & Retreat, where regeneration meets transformation.
One built the machine.
The other teaches you how to run it without losing yourself.
What You’ll Hear Here (and Nowhere Else)
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How to stop being the bottleneck without losing control
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Why time freedom is a leadership skill, not a scheduling trick
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The mindset that moves you from producer to CEO
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The cost of success without fulfillment and how to avoid it
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What actually drives scale (and what you can finally ignore)
Who This Is For
If you’re a financial advisor who:
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Wants to grow beyond $100M, $500M, or $1B with systems, not stress
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Feels stuck at your current level and knows there's more in the tank
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Is already successful but ready to lead with more clarity and intention
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Is tired of hype, gimmicks, and self-serving content
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Wants a business that serves your life, not the other way around
You’ll feel right at home here.
Your Business. Your Freedom. Your Legacy.
We’ve built and coached at the highest levels of this profession.
We’ve seen what works and what burns advisors out.
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This podcast is the conversation we wish we had years ago.
Now it’s yours.
