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 that one shift changed everything.
They unpack what it really takes to scale: building the right team, paying people well, staying consistent, and focusing on what actually moves the business forward.
This isn’t theory. It’s forty years of lessons, mistakes, and wins from someone who built a $15B firm from the ground up.
If you’ve ever wondered why your growth has slowed or what separates the top advisors from everyone else this is where you’ll find the answer.