Ep. 114 – From Practice to Enterprise: A Journey to $20 Billion with Andy Schwartz

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