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The Advisor's Compass

Hosted by Andy Schwartz and Chuck Downs · business · EN

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About this Podcast:

Hosted by Andy Schwartz and Chuck Downs.Grow faster. Scale smarter. Build what lasts. New Episodes first Tuesday of every month.

Pitch Analysis

Required Pod Score for this podcast. PitchCentric checks your profile against host openness, topical fit, and audience signals before you generate a pitch.

Contact path

Verified email

Booking probability

29%

Guest openness

Selective

Verified email on file
80/100
Required Score

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Questions about The Advisor's Compass

What is The Advisor's Compass about?

Hosted by Andy Schwartz and Chuck Downs. Grow faster. Scale smarter. Build what lasts. New Episodes first Tuesday of every month.

Who hosts The Advisor's Compass?

The Advisor's Compass is hosted by Andy Schwartz and Chuck Downs. The show has published 12 episodes to date.

What has The Advisor's Compass covered recently?

Recent episodes include "#12 Lucky Isn't a Strategy" (6 October 2026, 49 minutes), "#10 Grateful, Not Entitled" (4 August 2026, 45 minutes), and "#9 The Cost of Comfortable Silence" (7 July 2026, 45 minutes).

How often does The Advisor's Compass publish?

The Advisor's Compass publishes roughly monthly, with episodes averaging 42 minutes across 12 episodes.

How hard is it to get booked on The Advisor's Compass?

Booking probability for The Advisor's Compass is 29%, and the host is rated Selective on guests. The Advisor's Compass requires a Pod Score of 80 or higher. The Advisor's Compass's contact route on record: verified email.

Who should pitch The Advisor's Compass?

The strongest fits for The Advisor's Compass are Investment Banking & Trading and Business & Management Consulting. The Advisor's Compass has a business audience.

About the host

Andy Schwartz and Chuck Downs hosts The Advisor's Compass, a business podcast with 12 episodes published.

Verified host email: ████████@████.comSign in to unlock →

Recent episodes

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

  • Oct 6, 202649 minS1

    Your AUM is up. Does that mean your business is healthy? Andy Schwartz, who built a $2.5 billion practice with a team of eight, says maybe not. In Episode 12 of The Advisor's Compass, Andy and Chuck Downs break down why...

  • Aug 4, 202645 minS1

    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...

  • Jul 7, 202645 minS1

    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...

  • Jun 2, 202631 min

    Most advisors will hear about long-short separately managed accounts from their clients before they're ready to explain them. In this episode of The Advisor's Compass, Chuck Downs and Andy Schwartz break down exactly...

  • May 5, 202633 minS1

    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 past the spreadsheets and into the human reality of what it...

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  • Apr 7, 202638 min

    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, and operate beyond the founder. In this episode of The Advisor’s...

  • Mar 3, 202638 minS1

    Every growing advisor eventually faces the same fear: “If I introduce help… will I lose the relationship?” In this episode of The Advisor’s Compass , Andy Schwartz shares how he transitioned relationships inside a $2B+...

  • The Advisor's Compass

    #4 Trust Is the Asset

    Feb 3, 202645 min

    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 Advisor’s Compass , Andy Schwartz and Chuck Downs unpack one of the most...

  • The Advisor's Compass

    #3 Referrals Are the Business

    Jan 6, 202649 min

    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 Downs break down why asking for referrals is a make-or-break skill for...

  • Dec 22, 202544 minS1

    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...

  • Nov 3, 202548 minS1

    Most advisors work hard. Few build something that lasts. In this episode, Andy Schwartz and Chuck Downs talk about the moment Andy stopped thinking like an advisor and started operating like a business owner and how...

Recent guests

Recent guests on The Advisor's Compass. Study who booked and why before you pitch.

Best industries to pitch The Advisor's Compass for

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