Profile in Growth: Bogart Wealth

At the beginning of his career in the first years of the century, James Bogart, CFP?, ChFC decided he needed to find himself a niche. He was working as an investment executive at Ferris, Baker Watts in his early 20s and thought it would be a good plan to focus on an area where he "couldn’t mess it up too badly."

So, he began targeting pensioned 埃克森美孚 employees.

Twenty years later, McLean, Va.-based Bogart Wealth is fielding between 25 and 75 new leads a day and boasts an organic growth rate of 39.7%, nearly 10 times the industry at large.

The logic in those early years was to find employees with 401(k)s and pension plans, said James Bogart, CFP?, ChFC , "because even if they don’t do a very good job saving, they still have the pension and it’s going to be a good prospect."

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