.png)
The Real #Finfluencers
The Real #Finfluencers is a podcast that spotlights financial advisors using video and social media to grow their businesses and make a real impact—no hype, just proven strategies. Each episode features a candid conversation with an advisor who's doing it right, so you can learn what works and start showing up online with confidence.
The Real #Finfluencers
Ep.14: How James Bogart Scaled from $600M to $3B with Smart Marketing and Video Strategy
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:
- 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. - 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. - 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
🎙️ The Real #Finfluencers is powered by Idea Decanter—a video first marketing company helping financial advisors grow their practices with authentic, engaging video content.
Want to see what’s working for 2,500+ advisors using video to get found, build trust, and scale?
📲 Learn more at www.ideadecanter.com