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The Advisor's Compass
The Advisor's Compass
2 episodes
1 week ago
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. The kinds of conversations most advisors wish they could hear. Hosted by Andy Schwartz, who built a $2B practice and co-founded a $13B firm 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. 🎧 New episodes coming soon. Subscribe to be the first to listen.
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Business
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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. The kinds of conversations most advisors wish they could hear. Hosted by Andy Schwartz, who built a $2B practice and co-founded a $13B firm 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. 🎧 New episodes coming soon. Subscribe to be the first to listen.
Show more...
Business
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#2 The Leverage Behind Real Growth
The Advisor's Compass
44 minutes 3 seconds
1 month ago
#2 The Leverage Behind Real Growth

Andy Schwartz and Chuck Downs unpack what “capacity” actually means in an advisory business and why it’s the difference between staying busy and truly scaling. Andy explains how capacity creates confidence in the marketplace, why great people (not you) should do the technical work, and how to build leverage through hiring, sharing, or outsourcing.

They cover: hiring smarter than yourself, paying above market to kill turnover, “hire slow, fire fast,” and viewing shared resources like electricity - you don’t need them all the time, but when you flip the switch, the power has to be there. They also hit common traps: focusing on expenses over revenue, trying to be the capacity yourself, and letting fear block the next hire.

If you want a practical path to more wins, steadier months, and calmer leadership, start here.
New episodes monthly.

The 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. The kinds of conversations most advisors wish they could hear. Hosted by Andy Schwartz, who built a $2B practice and co-founded a $13B firm 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. 🎧 New episodes coming soon. Subscribe to be the first to listen.