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?

 

My guest today is James Bogart, wealth advisor and owner of Bogart Wealth. James manages over $3 billion in client assets. But he isn't just about scaling the numbers. James is 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. James also reveals his personal journey of 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. 

 

Connect with James HERE. 

 

Are you a financial advisor? Join the exclusive email list for financial advisors HERE. 

 

Get access to Simple Teen Success HERE.

 

Order your copy of the USA Today and Wall Street Journal bestselling book Good Money Revolution here: https://amzn.to/34hSonE

 

Book Derrick to speak at your next event HERE.

 

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