Bogart Wealth Uses Education to Develop a New Generation of Advisors
By Bogart Wealth (Sponsored)
The key to creating the next generation of financial advisors is education.
The philosophy is a guiding principle at Bogart Wealth, where CEO James Bogart has helped develop Advisor Growth Track (AGT), a professional growth and training program designed to help new and experienced talent thrive and grow under the mentorship of a fast-growing RIA in a collaborative, team-oriented, high-achieving environment.
The firm also recently launched a webinar series called The Learning Series, as well as a podcast series called The Bogart Effect. These efforts are designed to not only educate investors, pre-retirees, and other consumers, but also the next generation of advisors, providing additional insights to those advisors already working in the industry.
In recognition of these efforts, Bogart Wealth is part of the ThinkAdvisor Luminaries Class of 2024 in the Thought Leadership and Education category. In addition, Patrick Marcinko, a financial advisor with Bogart Wealth, is being recognized in the Next-Gen Rising Stars category.
To better understand their efforts, James Bogart and Marcinko recently sat down with ThinkAdvisor Contributor Bobbie Turner to discuss the company’s outlook.
Bogart and Marcinko also discuss:
> How the industry can attract and retain next-gen talent;
> The role that education and training play; and
> What financial advisors can do now to start preparing for 2025.
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