Most wealth advisors gatekeep content and charge for advice. James Bogart built a $100M+ practice doing the opposite—giving everything away for free. When COVID killed his dinner seminars, he went digital. First Zoom: 397 attendees. Within months: 100 new leads per week. The contrarian bet paid off. The strategy wasn't generosity—it was game theory. No payment means no conflict. Free content creates relationships at scale. Digital compounds like interest. The Free Content Flywheel: →...
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Most wealth advisors gatekeep content and charge for advice. James Bogart built a $100M+ practice doing the opposite—giving everything away for free. When COVID killed his dinner seminars, he went digital. First Zoom: 397 attendees. Within months: 100 new leads per week. The contrarian bet paid off. The strategy wasn't generosity—it was game theory. No payment means no conflict. Free content creates relationships at scale. Digital compounds like interest. The Free Content Flywheel: →...
Create Value, You'll Never Have to Sell | James Bogart - Part1
The Fortunate FISHES Podcast
53 minutes
3 weeks ago
Create Value, You'll Never Have to Sell | James Bogart - Part1
Most wealth advisors chase clients. James Bogart turned 60-80 retirees into evangelists by giving away everything for free—then asked them not to keep him a secret. The result: $600M to $3B in assets under management. Zero M&A. Pure referrals. The insight: Fortune 500 employees with pensions are vastly uneducated about net unrealized depreciation, mega backdoor Roth strategies, and pension-to-401k transitions. Bogart became the expert HR departments wish they had—then gave that expertise...
The Fortunate FISHES Podcast
Most wealth advisors gatekeep content and charge for advice. James Bogart built a $100M+ practice doing the opposite—giving everything away for free. When COVID killed his dinner seminars, he went digital. First Zoom: 397 attendees. Within months: 100 new leads per week. The contrarian bet paid off. The strategy wasn't generosity—it was game theory. No payment means no conflict. Free content creates relationships at scale. Digital compounds like interest. The Free Content Flywheel: →...
