Feb. 6, 2024

From Practice to Enterprise with James Bogart

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Season 1

Episode 029: Educating clients and creating value are pillars of success in the financial advisory industry. Bogart Wealth's explosive growth is a testament to the effectiveness of providing valuable content and actionable steps to clients. The firm has built strong relationships and attracted new business by empowering investors and helping them understand the “why” behind their financial decisions.

In this episode of The Connected Advisor, Kyle is joined by James Bogart, CEO & President at Bogart Wealth. 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.

James talks with Kyle about how education and value creation have fueled Bogart Wealth's explosive growth. With valuable content and actionable steps, Bogart Wealth gains clients' trust and attracts new clients. James also shares how transitioning to digital platforms helped grow his practice, the challenges of rapid expansion, and the importance of a strong team and culture.

Join us as we discuss:

  • [01:59] - James' money moment.
  • [03:37] - The importance of providing valuable and in-depth content.
  • [07:55] - Educating investors and involving them in the planning process.
  • [09:53] - The integration of value-added activities in client relationships.
  • [12:27] - Bogart Wealth's path to success.
  • [14:42] - The success of digital events in expanding the firm's reach.
  • [17:28] - The impact of digitization on lead flow and client referrals.
  • [22:01] - How to get people to attend webinars.
  • [25:25] - What great content can do for your business.
  • [28:07] - Challenges associated with fast-growing companies.
  • [34:12] - How to get the best talent on your team.
  • [37:05] - James’ involvement with philanthropy.
  • [39:11] - James' personal reasons for being in the wealth management industry.
  • [43:30] - James' favorite book from 2023.


Key Takeaways

  • Educated investors are powerful investors.
  • Providing valuable content and actionable steps builds trust and attracts clients.
  • The shift to digital events during the pandemic opened up new opportunities for growth and reach.
  • Growth requires a strong team, delegation, and a culture of collaboration.


Quotes

"People want good content. They want reliable content and things that would translate what had meaning or impact for them into their situation." ~ James Bogart

"People want integration. But more importantly, they want to know that the person they're trusting with that integration knows what they're talking about and can ultimately apply it to their situation." ~ James Bogart

"An educated investor is a very powerful investor." ~ James Bogart

"If you create great content and have a great value proposition, you won't have to sell anything." ~ James Bogart


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