Ep 243: Scaling $1B Of Organic Growth In Under 5 Years With Targeted Multi-Niche Online Education with James Bogart
Financial Advisor Success
Michael Kitces
4.8 • 696 Ratings
🗓️ 24 August 2021
⏱️ 100 minutes
🧾️ Download transcript
Summary
James Bogart is the CEO and President of Bogart Wealth, an RIA located in Virginia that manages $1.8 billion of assets for 900 families. James has nearly doubled his firm’s AUM organically since the start of the pandemic by leveraging online educational webinars that address very specific issues regarding employee benefits for those working at certain companies in the energy sector.
Listen in as James explains how his firm’s success is not just a result of understanding employee benefits, but rather of applying their knowledge to specific companies’ benefits to really differentiate themselves among prospects. You'll learn how he was able to leverage his CFP certification to source and interpret the requisite documentation for those companies, how he has created a marketing funnel using his webinars, and how he has been able to manage the challenges that arise with such rapid growth.
For show notes and more visit: https://www.kitces.com/243
Transcript
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| 0:00.0 | Welcome to the Financial Advisor Success Podcast, where you go behind the scenes with financial planner, |
| 0:08.4 | speaker and consultant Michael Kitsis to hear stories of how leading financial advisors |
| 0:13.5 | navigated the inevitable challenges that arise on the path to success and get insight |
| 0:18.6 | from leading industry consultants about how to break through to the |
| 0:22.0 | next level in your advisory business. And now here's your host, Michael Kitsis. Welcome, everyone. |
| 0:28.8 | Welcome to the 243rd episode of the Financial Advisor Success Podcast. My guest on today's podcast is |
| 0:35.0 | James Bogart. James is the CEO and president of Bogart Wealth, an RIA located in McLean, Virginia, |
| 0:40.6 | that manages $1.8 billion of assets for 900 client households. |
| 0:45.1 | What's unique about James, though, is that his firm has nearly doubled its assets |
| 0:48.7 | and our management organically since the start of the pandemic just 18 months ago |
| 0:52.6 | by leveraging online educational webinars |
| 0:55.2 | that address very specific niche issues around employee benefits for those who work at specific |
| 1:00.1 | companies in the energy sector. In this episode, we talk in depth about how, although it took |
| 1:05.4 | years to establish themselves as a go-to name for benefit planning needs for companies such |
| 1:09.7 | as ExxonMobil and Shell. |
| 1:11.4 | Doing so led to an acceleration in growth when the layoffs came at large energy companies |
| 1:16.2 | during the pandemic. How James used the foundational knowledge from a CFP certification as a base |
| 1:21.5 | from which he could build out his benefits planning expertise by learning how to source |
| 1:25.6 | and interpret the requisite information directly |
| 1:27.9 | from the companies online. And why the key to James' firm success isn't just the result of |
| 1:32.8 | their deep understanding of employee benefits in general, but rather how they apply their knowledge |
| 1:36.8 | specifically to particular company's benefits in a way that clearly differentiates their |
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