About this episode

Scott Schwartz discusses building scalable wealth management firms and the role of technology in the financial services industry.

Episode 143: This week, Kyle Van Pelt talks with Scott Schwartz. Scott is one of the Managing Partners and a Wealth Management Advisor at OnePoint BFG Wealth Partners. With more than 40 years of experience in helping clients achieve their financial planning goals, Scott has created tailored financial plans that empower clients to make informed decisions. Scott talks with Kyle about what it takes to build a modern, scalable wealth management firm. He shares how his team thinks about growth, why alignment and shared equity matter more than titles, and what it looks like to create a firm designed for long-term impact rather than short-term recognition. Scott also explores the realities of scaling firms to a national level and the role of technology and AI as powerful force multipliers for efficiency and better client experience, not as replacements for advisors. In this episode: (00:00) - Intro (02:21) - Scott's money moment (07:59) - The history and evolution of the Bleakley Financial Group (10:40) - Rebranding Bleakley Financial Group to OnePoint BFG Wealth Partners (13:37) - The turning point at which Scott began building a scalable firm (18:19) - Transitioning from a 1099 model…

People in this episode

Host: Kyle Van Pelt

Guest: Scott Schwartz

Topics covered

• wealth management
• business growth
• financial planning
• technology in finance
• scalable firms
• advisor-led firms

Keywords

• wealth management
• financial planning
• business growth
• technology
• scalability
• advisor-led firms
• client experience

Mentioned in this episode

Organizations: OnePoint BFG Wealth Partners, Bleakley Financial Group, financial services industry

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