We’re diving deep into what it really takes to build an advisory firm that not only grows but truly scales, without sacrificing client experience or firm culture.
Our guest is Andy Schwartz, CEO and managing partner of OnePoint BFG Wealth Partners, a national RIA managing over $19 billion in client assets. With more than four decades of experience, Andy shares the inside story of how he and his twin brother Scott evolved a two-person practice into a thriving enterprise with hundreds of employees and advisors across the country.
Some of the topics covered in this:
- The difference between scale and growth
- Andy’s transition to an independent RIA
- The importance of creating capacity and leveraging expertise
- How technology and a culture of gratitude are changing the client experience
- Early adoption of planning a CFP (before more advisors)
- The evolution from practice to enterprise
- Building infrastructure to support multiple advisors
- Healthy paranoia, humility, and continuous improvement
- Regular client surveys and feedback loop
- Local recognition versus the need for a national brand
- Predictions for the future of financial advisory services
If you want actionable insights on scaling your firm while staying true to your values, this is one conversation you won’t want to miss!
Don’t forget to check out the show notes for free resources and get ready to turn great ideas into meaningful action!
Episode Sponsors:
Connect with Andy Schwartz, CFP:
- Website: www.OnePointBFG.com
- Email: andy.schwartz@onepointbfg.com
- LinkedIn:
Resources:
- RapidFire Referrals
- Get a copy of “The Language of Referrals”
- Get a copy of “Radical Relevance”
- Grab your copy of The Hidden Heist today!
Connect With Bill Cates:
- BillCates@referralcoach.com
- Referral Coach Homepage
- Hire Bill for Coaching
- Enroll in The Cates Academy™
About Andy Schwartz:
Andy Schwartz, CFP® is the Co-Founder, CEO and Managing Partner of OnePoint BFG Wealth Partners, Joe Doran, Rise Growth Partners, a national wealth management firm overseeing approximately $16 billion in assets. With more than 40 years in the profession, Andy has built an unusual career as both an advisor and an entrepreneur—helping grow a significant personal practice while building and leading a large, growth-oriented advisory firm.
Andy has been recognized by Barron’s and Forbes among the nation’s leading financial advisors and has become a respected voice on advisor growth, leadership, client experience and building an enduring wealth management business. At the heart of his philosophy is a simple idea: great advisory firms put the client first—and build everything else around that commitment.
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