Listen to this week’s episode

Episode 143

On this week’s episode of Next Mile, I speak 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 helping clients achieve their financial planning goals, Scott has created tailored financial plans that empower clients to make informed decisions.

We explore what it takes to build a modern, scalable wealth management firm. Scott shares how his team thinks about growth, why alignment and shared equity matter more than titles, and what it looks like to build a firm designed for long-term impact rather than short-term recognition. He also discusses the realities of scaling firms to a national level and the role of technology and AI as powerful force multipliers for efficiency and a better client experience, not as replacements for advisors.

Key Takeaways

• Never underestimate the power of relationships. At the end of the day, trust and consistency drive long-term success more than any strategy or product ever will. 

• Don't just build income, build infrastructure. Scaling a business requires moving beyond individual production. Invest in systems, people, and processes that support growth.

• Build with legacy in mind. Short-term wins matter, but the real impact comes from building something sustainable and meaningful over time.

• AI is an efficiency engine, not a relationship substitute. It can streamline processes and reduce operational burden, but it can't replace trust, empathy, or meaningful conversations.

Quotes

"We want to grow your business much faster than you could on your own." ~ Scott Schwartz

"My clients work with me because they feel trust and they feel comfort. They know they don't have to follow what's going on every day. They just know that they trust me and they know that we're going to do our level best to make sure they have the outcome they want." ~ Scott Schwartz

"We're here to take the anxiety out of money for our clients. Our clients are busy, good people. They don't want to worry about money." ~ Scott Schwartz

Links

• Scott Schwartz on LinkedIn

• OnePoint BFG Wealth Partners

• Northwestern Mutual

• Joe Duran 

• Rise Growth Partners

• Kyle Wesley

• Practifi

• The Psychology of Money

Connect with our hosts

• Milemarker.co

• Kyle on LinkedIn

• Jud on LinkedIn

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Kyle Van Pelt