How Advisors Can Scale their Business, from Clients to Revenues | Andy Schwartz on Asset TV
Building Trust That Compounds
With more than 40 years of experience, Andy Schwartz, CEO of OnePoint BFG Wealth Partners, shares how real advisory growth is built:
- Ask for referrals — most advisors don’t.
- Keep planning apolitical.
- Increase wallet share through deeper relationships.
- Become the one point of contact clients rely on.
“I know it’s working when clients call me about something other than money.”
When clients ask about retirement, their daughter’s wedding, or a major life decision — that’s trust.
🎥 Watch Andy’s Asset TV segment by clicking the image below ⤵️
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