Experiences in Shadowing | AGT Roundtable Part 2
In this second part of our AGT Roundtable, 4 associates on Bogart Wealth’s Advisor Growth Track share their experiences in shadowing different departments and advisors at Bogart Wealth and how they’ve developed over time.
AGT Compilation for Financial Literacy Month, April 2025
Advisor Growth Track celebrates Financial Literacy Month, April 2025, in this compilation video featuring AGT associates describing common but often misunderstood financial literacy terms and concepts.
First Days on the Job | AGT Roundtable Part 1
This is part 1 of our AGT Roundtable. We’ve gathered 4 members of Bogart Wealth’s Advisor Growth Track – Nick Conforti, Victoria Holcom, Elise Wente, and Nate Vandemeulebroecke – to sit and chat about their experiences as AGT associates and young professionals in the industry.
Financial Basics for Millennials | AGT Presentation
In this video, AGT Associate Nate Vandemeulebroecke explains some financial basics pertaining to millennials, including building a budget, establishing an emergency fund, managing debt, borrowing money, and more.
Understanding Your First Paycheck | AGT Presentation
In this video, AGT associate Asima Aleem, from Bogart Wealth’s The Woodlands, Texas Office, walks us through how to read your first paycheck.
Credit and Investing 101 | AGT Presentation
For Financial Literacy Month in April 2024, watch AGT associate Victoria Holcom’s presentation on Credit and Investing 101. Learn the basics in this introduction to credit scores and reports, savings accounts, investment accounts, and retirement planning.
Personal Finance 101 | AGT Presentation
For Financial Literacy Month in April 2024, watch AGT associate Luke Leonard’s presentation on Personal Finance 101. Learn the basics of personal finance in this introduction to monthly budgets, bank accounts, credit, taxes, and more.
Introduction to Advisor Growth Track (AGT)
Here’s a glimpse into the Advisor Growth Track program powered by Bogart Wealth, a professional growth and training program for both emerging talent and experienced financial advisors that takes place in conjunction with employment at Bogart Wealth. Each year, a handful of professionals are enrolled in the AGT program with the goal of learning what […]