Bogart Wealth Trigger: 3 Top Advisors Awarded
Bogart Wealth just scored 3 national advisor awards. Use this trigger to pitch your engagement platform and marketing automation. Fuel your pipeline fast.
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🚀 Battle Card: Bogart Wealth
Quick trigger:
This Bogart Wealth sales trigger showcases the firm’s growing market credibility.
👤 Decision Maker in the News
- James Bogart, Founder and CEO · 🔗 [LinkedIn](https://www.linkedin.com/company/bogart-wealth)
💡 Why It Matters
- Three national awards validate Bogart Wealth’s organic AUM growth strategy and advisor depth. → Source
🎯 Core Pain Point
- Scaling client engagement to sustain 19% year-over-year AUM growth
- Differentiating advisory services in a competitive wealth-management market
💰 What to Pitch
- Primary: Client Engagement Platform → Automate seminar/webinar invites and follow-ups to boost sign-ups. Capitalize on this Bogart Wealth sales trigger by offering a turnkey event-marketing solution.
- Expansion: Data-Driven Marketing Automation → Segment high-net-worth leads and personalize outreach for higher conversions.
🗺️ Quick Context
- HQ: McLean, VA
- Employees: ≈ 65
- Rev: ≈ $31 M
🤼 Competitive Intel
*Which other vendors you’ll probably face to win Bogart Wealth’s business.*
- Salesforce — CRM / Sales Cloud
- Unique edge: Deep integration with advisor workflows
- Evaluated by Founder & Head of Ops for enterprise scalability
- HubSpot — Inbound Marketing / CRM
- Unique edge: All-in-one marketing and sales platform
- Evaluated by VP Marketing for content and lead-gen ROI
- Marketo — Marketing Automation
- Unique edge: Advanced nurture tracks for high-value prospects
- Evaluated by Director of Growth for campaign analytics
- Pardot — B2B Marketing Automation
- Unique edge: Native Salesforce data sync
- Evaluated by Head of Sales Ops for tight CRM alignment
✅ Do-Now Checklist
Connect with James Bogart on LinkedIn (link above)
Generate email + DM with the Copy-My-Prompt block (Step 7) and send first touch
Leverage the Bogart Wealth sales trigger to tailor your messaging
Schedule follow-ups in CRM (Day 3 & Day 10)
Next Step
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🧠 Copy My Prompt for Personalized Cold Outreach
────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY = ❑❑
OFFER_BRIEF = ❑a client engagement platform❑
PROOF_METRIC = ❑19% more webinar attendees❑
CTA_STYLE = ❑quick_call❑
TONE = ❑punchy❑
────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME = James
COMPANY = Bogart Wealth
DEPT = Advisory
SIZE = ≈ 10
BOTTLENECK = client engagement
EVENT = three advisors award
DETAIL = recognized among nation’s top financial advisors
PAIN = struggling to scale client engagement despite AUM growth
SRC = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251007520910&div=41152219
SIM_CO = Fisher Investments
WIN_METRIC = 30% increase in seminar attendance
NEXT_SIZE = ≈ 20
EMP_EST = ≈ 65
REV_EST = ≈ $31M
────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.
Validate any ≈ guesses via SRC.
EMAIL (keep breaks):
Subject: ≈ 10-person Advisory
James—noticed your Advisory team is ≈ 10.
That’s when client engagement slows growth.
We helped Fisher Investments fix this with a client engagement platform.
Result: 30% increase in seminar attendance.
Quick call?
PS—next bottleneck hits ≈ 20.
DM ≤45 words, TONE:
Saw your post about recognized among nation’s top financial advisors — struggling to scale client engagement despite AUM growth.
a client engagement platform. 19% more webinar attendees.
Quick chat?