James Bogart, founding father of Bogart Wealth, has created an natural progress machine, going from $526 million to $3 billion in property in lower than 10 years—consumer by consumer, no M&A.
His story reveals the advantages of setting up a strategic, repeatable and intentional progress program (particularly for smaller entrepreneurial advisors) and specializing in a definite area of interest the place these efforts are extra simply amplified.
However at $3 billion, and with 40 workers, the expansion path begins to look a little bit completely different.
On this episode of the RIA Edge Podcast, James describes to host David Armstrong what he’s doing now to proceed the trajectory—from letting go of some operational oversight to a trusted administration govt, to constructing inside coaching packages and tapping institutional funding to help the enterprise—all whereas eyeing his first acquisition.
David and James focus on:
Sources:
Join With David Armstrong:
Join With James Bogart:
About Our Visitor:
As CEO of Bogart Wealth, James Bogart focuses on sustaining the very best stage of customer support attainable and searching for to ship the simplest expertise, reporting instruments, and evaluation to each Bogart Wealth consumer. A charismatic visionary and next-gen founder with seemingly infinite power, he surrounds himself with individuals who complement his abilities. James promotes a collaborative surroundings, main by instance and at all times exemplifying Bogart Wealth’s core values. He units a excessive bar for himself and his workers, encouraging everybody to amass designations that may assist them advance their careers and higher serve shoppers.
A seasoned wealth advisor and visionary chief, James takes private satisfaction in helping executives, entrepreneurs, and professionals in pursuing their desires by means of extremely personalized monetary planning methods. James’s observe spans wealth plan design, funding administration, property planning, household legacy planning, enterprise succession, charitable giving, asset safety, and retirement issues, with a particular perception and concentrate on multi-generational methods. He frequently addresses audiences of trade professionals and senior company executives on new and upcoming developments on this area.
Educated on the College of Virginia and Georgetown College, James is an Funding Adviser Consultant, a Chartered Monetary Marketing consultant® (ChFC®), and a CERTIFIED FINANCIAL PLANNER (CFP®).
James and his spouse, Ashley, get pleasure from spending time with their kids, Makenna, Peyton, and Landon. He serves on the board of administrators for native non-profit The Hopkins Society. He’s additionally a proud Eagle Scout, remaining lively with the Boy Scouts of America. He enjoys golf, journey, studying, and cooking.
