Bogart Wealth Trigger: 3 Top Advisors Awarded

Do not index

🚀 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

Website: [Bogart Wealth](https://www.bogartwealth.com/)

🤼 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

Get Bogart Wealth sales trigger intel like this daily—no fluff, all pipeline. Subscribe to NewsletterForLeads

🧠 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?