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Click here to learn about Advisor Growth Track, a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth.
Advisor Growth Track is a professional growth and training program that takes place in conjunction with employment at Bogart Wealth, suitable for motivated individuals new to the financial services industry looking to gain their footing, as well as experienced advisors looking to revitalize their practice and partner with a winning team. Bogart Wealth builds a personalized program for each individual so they can, as appropriate, “work all the stations” and find their groove within a proven and successful financial services firm.
For emerging talent, Bogart Wealth aims to share their expertise and specialized perspective within every department at the firm, helping candidates thrive and grow under the mentorship of one of the fastest-growing Registered Investment Advisory (RIA) firms in the country in a collaborative, family-oriented, high-achieving environment. Participants gain expertise in all aspects of holistic financial planning including retirement planning, investment management, estate and multigenerational planning, risk management, client services and communications, account management, operations, and more.
For established advisors looking to “tuck in” with a robust firm, Bogart Wealth creates a customized growth and succession plan that helps them monetize today while creating a greater glide path and continuity plan for the future. The program allows them to enhance their skills, learn the Bogart way, and grow together.