Bogart Wealth CEO James Bogart explains how his firm nearly doubled its AUM since the start of the pandemic by hosting online educational webinars for clients.
As younger generations come into wealth and begin their search for an advisor, they will use the same digital means to find them that they use for any other service or product.
Real thought leadership is being seen as the cutting-edge professional, the expert of all experts, the must call for someone in the market for an advisor.
Theder will be joining FMG Suite, the advisor marketing platform that powers Advisor Group’s MyCMO offering, as CMO and chief experience officer, effective Sept. 7.