# Andy Schwartz

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#6 Built to Sell or Built to Stall?

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 Compass, Andy Schwartz and Chuck Downs break down what actually drives valuation in an…

#7 The Weight of Trust

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 actually means to be the person someone trusts with everything they've built. Andy…

#8 The Tax Edge Most Advisors Are Missing

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 what's happening in this space and why the advisors who understand it are using it…

Operator Andy Schwartz

Andy and I discuss staying calm in the midst of chaos, being of service to your project, shooting documentaries, Thank You, Mr. Brown, and so much more. Andy's IMDB Thank You, Mr. Brown Please check us out on our website and on instagram and like us and review us if you enjoyed the episode. The…

244 Andy Schwartz / The Truth About Building an $18 Billion Advisory Firm

In this episode of Elite Advisor Podcast, Sten Morgan sits down with Andy Schwartz, CFP®, CEO and Managing Partner of OnePoint BFG Wealth Partners, to unpack a 42-year career that grew from selling life insurance in college to helping lead a firm with roughly $18 billion in assets. Andy shares why …

#10 Grateful, Not Entitled

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 why gratitude, humility, empathy, and authenticity aren't strategies to apply, but …

#11 The Delegation Problem

Most advisors think their business has a growth problem. Andy Schwartz says it usually has a delegation problem. In Episode 11 of The Advisor's Compass, Andy, who built a $2.5 billion practice with a team of just eight, and Chuck Downs get into why so many advisors hit a wall where the business kee…

Build, Grow & Transact: Making the Leap from Northwestern Mutual to a $20B Enterprise

Andy Schwartz CEO, OnePoint BFG Wealth Partners  |  Kevin Spahn Founder, Spahn Financial (now OnePoint BFG) Two former Northwestern Mutual advisors, two very different paths. Andy Schwartz and Kevin Spahn share what it takes to build, grow, merge, and create lasting enterprise value. In Summary …

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 clien…

#12 Lucky Isn't a Strategy

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 net new, not market gains, is the only honest measure of growth, why new house…