Scaling a firm from $600 million to $3 billion in assets under management doesn’t happen by accident. For James Bogart, CEO of Bogart Wealth, it came down to executing a smart, scalable marketing strategy rooted in education, digital content, and team empowerment.

His team’s consistent use of video marketing, niche content, and proactive outreach has expanded their prospect database exponentially—from 1,400 to over 80,000.

💡 James’s 3 Keys to Sustainable Marketing Growth:

1. Embrace Organic Lead Flow
   Before the pandemic, James focused on live events to generate new leads. Now, that momentum has transitioned into digital channels. By building out educational content and webinars, Bogart Wealth continues to generate inbound leads at scale—without relying on paid ads.
2. Get Laser-Focused with Your Content
   James refers to his content strategy as “rifle shot,” not shotgun. One of his team’s most successful videos—a breakdown of the mega backdoor Roth—has racked up over 17,000 views by being hyper-relevant to the audience they serve.
3. Empower the Whole Team
   It’s not just James in front of the camera. At Bogart Wealth, all advisors participate in content creation. This team-based approach scales their reach, deepens expertise, and creates more touchpoints for prospective and current clients alike.

James’s strategy proves that when your content is clear, consistent, and collaborative, growth will follow.

🔗 Resources & Links

Connect with James Bogart & Bogart Wealth

📍 Bogart Wealth Website:
https://bogartwealth.com/

🔗 James Bogart on LinkedIn:
linkedin.com/in/james-bogart-cfp-chfc

📺 Bogart Wealth YouTube Channel:
https://www.youtube.com/@BogartWealth