From Practice to Enterprise

James Bogart shares how transitioning to digital platforms helped grow his practice, the challenges of rapid expansion, and the importance of a strong team and culture.

Author

Kyle Van Pelt
February 06, 2024

Episode 029: In this episode of The Connected Advisor, I talk with James Bogart, CEO & President at Bogart Wealth, to discuss how education and value creation have fueled Bogart Wealth's explosive growth.

In his role, James focuses on maintaining the highest level of customer service and attention to detail available in the industry, and on delivering the best technology, reporting tools, and analysis to every Bogart Wealth client. His practice spans wealth plan design, investment management, estate planning, family legacy planning, business succession, charitable giving, asset protection, and retirement concerns, with a special insight and focus on multi-generational strategies.

Key takeaways from this episode:

  1. Educated investors are powerful investors.

  2. Providing valuable content and actionable steps builds trust and attracts clients.

  3. The shift to digital events during the pandemic opened up new opportunities for growth and reach.

The episode is available now on your favorite podcast platform:

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Kyle Van Pelt