Morning Memo
 
Wealth Management Morning Memo

FEBRUARY 22, 2023

Profile in Growth: Bogart Wealth

A plan, a little forethought and a lot of free education have helped James Bogart build an RIA with an organic growth rate ten times the industry average.

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WHITE PAPER

Turn Your CRM Into a Success Machine

Yes, your CRM can deliver the outcomes you need. Here’s how.

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RPA Edge

How will RFPs change the RPA industry?

The current consolidation wave will accelerate.

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RIA Channels

RIA Edge 100: Brandywine Oak Private Wealth

A dedicated tax practice, proactive staffing strategy and “shrink-to-grow” philosophy are just a few of the things that set Brandywine Oak apart from its peers.

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People

In South Florida, an Anti-Cathie Wood Investor Is Quietly Building a Stock Empire

Rajiv Jain claims to be everything that Cathie Wood isn’t.

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Podcasts

RIA Edge Podcast: Wealth Enhancement Group’s Jeff Dekko on the True Drivers of RIA Growth

The CEO of Wealth Enhancement Group discuses how to build a solid foundation for scalable growth.

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