In this episode of the RIA Edge Podcast, James Bogart describes to host David Armstrong what he is doing now to continue the trajectory—from letting go of some operational oversight to a trusted management executive, to building internal training programs and tapping institutional funding to support the business—all while eyeing his first acquisition.
James Bogart, founder of Bogart Wealth, has created an organic growth machine, going from $526 million to $3 billion in assets in less than 10 years—client by client, no M&A.
His story shows the benefits of putting in place a strategic, repeatable and intentional growth program (especially for smaller entrepreneurial advisors) and focusing on a distinct niche where those efforts are more easily amplified.
But at $3 billion, and with 40 employees, the growth path starts to look a little different.