Welcome to the Good Money Podcast, where we believe money is not bad and good people like you should have more of it.

That's why we help you get into the top 1% of your field.

Make more money and do more good.

Each week we give you access to the best business minds with actionable advice, impactful

stories, and the inspiration you need to build the career and life you want.

I'm your host Derek Kinney.

How do you scale your business without losing that personal touch your customers love? And how do you grow without getting lost in a sea of spreadsheets and HR headaches.

Well, my guest today is James Bogart,

wealth advisor and owner of Bogart wealth.

James manages over $3 billion in client assets,

but he's not just about scaling the numbers.

He's about nurturing a team that's as invested in your mission as you are, and making money

at the same time.

Today, James shares his playbook on building a business that thrives on more than just profits.

He's talking about the importance of aligning your team around a vision that drives growth and makes every Monday feel like a fun mission.

Today he reveals his personal journey about prioritizing health and wellness and how this shift not only transformed his life,

but turbocharged his business success.

If you want to lead with purpose

and build a business that stands out for the right reasons, this episode is for you.

James, welcome to the Good Money Podcast.

Thank you, Derek. I'm excited to be here. Well, today's episode is especially

for financial advisors who feel stuck and they want to grow but they don't

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