From Practice to Enterprise

This Next Mile Podcast episode traces the journey from solo advisory practice to enterprise-scale RIA—covering the operational, cultural, and technology shifts that make scaling possible.

Kyle Van Pelt

CRO & Cofounder

Listen to this week’s episode.

Episode 029

In this episode of The Connected Advisor, I talk with James Bogart, CEO & President at Bogart Wealth, to discuss how education and value creation have fueled Bogart Wealth's explosive growth.

In his role, James focuses on maintaining the highest level of customer service and attention to detail available in the industry, and on delivering the best technology, reporting tools, and analysis to every Bogart Wealth client. His practice spans wealth plan design, investment management, estate planning, family legacy planning, business succession, charitable giving, asset protection, and retirement concerns, with a special insight and focus on multi-generational strategies.

Key takeaways from this episode:

Educated investors are powerful investors.

Providing valuable content and actionable steps builds trust and attracts clients.

The shift to digital events during the pandemic opened up new opportunities for growth and reach.

The episode is available now on your favorite podcast platform:

While there, please don’t forget to Download, Like, and Subscribe.

If you’d like to schedule a time to talk with me about anything we cover on our podcast or Milemarker, click here to grab 15 minutes.

Kyle Van Pelt