In the final part of our AGT Roundtable, members of Bogart Wealth’s Advisor Growth Track® talk about challenges and lessons they’ve learned in their professional growth and development as part of the program.

In part 3 of our AGT Roundtable, members of Bogart Wealth’s Advisor Growth Track® talk all about preparing for, studying for, and taking the CFP® Exam.

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.

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.

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.

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.