Sean Tambagahan is the founder/CEO of Butler Branding - a full-service creative agency in Central California. They also teach the business of branding to creative entrepreneurs who are looking to grow their business.

The Digital Agency Show

E320 From “Period of Suck” to Running a Successful Agency – With Sean Tambagahan

The Consulting & Advisory Guide to Success offers a comprehensive guide for aspiring business advisors and consultants. Authored by Peter Hickey, President of the Institute of Advisors. Peter has had over 30 years of practical experience and insights, building 2 international practices.

Podcast 1160: The Consulting and Advisory Guide to Success with Peter Hickey

In this episode, we discuss C. Richard Weylman’s book 100 Proven Ways to Acquire and Keep Clients for Life, which offers practical strategies to build lasting client relationships. Richard shares key insights on client acquisition, creating loyalty, and providing exceptional customer experiences. We explore the proven tactics professionals can use to stand out, engage clients, and foster long-term success in today's competitive market. Tune in for actionable steps to elevate your business and retain clients for life!

Podcast 1164: 100 Proven Ways to Acquire and Keep Clients for Life by C. Richard Weylman

@onionparty
u canN Call it freestyle..////  perhaps

this would never exist wihtout the amazing and extremely perspicacious ((..@7ooox])

ClientAacquisition.io  o(一︿一+)o Prod Me

Michael Knorr is the CEO of That! Company, a white-label digital marketing agency that has helped over 700 agencies scale their businesses by providing SEO, PPC, and digital marketing services under their clients’ brands. With nearly two decades of experience, Michael has built a business model that allows agency owners to grow without getting bogged down in execution—freeing them up to focus on strategy, client relationships, and revenue growth.

Episode 375: From Solo to Scalable: The Power of White Labeling for Agencies with Michael Knorr

James Bogart, founder of Bogart Wealth, has created an organic growth machine, going from $526 million to $3 billion in assets in less than 10 years—client by client, no M&A. 

His story shows the benefits of putting in place a strategic, repeatable and intentional growth program (especially for smaller entrepreneurial advisors) and focusing on a distinct niche where those efforts are more easily amplified.

But at $3 billion, and with 40 employees, the growth path starts to look a little different. 

In this episode of the RIA Edge Podcast, James describes to host David Armstrong what he is doing now to continue the trajectory—from letting go of some operational oversight to a trusted management executive, to building internal training programs and tapping institutional funding to support the business—all while eyeing his first acquisition.

James and David discuss: 

- His early start as a new advisor focused on ExxonMobil executives, hosting education-only retirement planning lunches and dinners—and the metrics he tracked to fine-tune the strategy.
- How COVID-inspired digital seminars dramatically accelerated the firm’s growth
- When, and how, he started to adapt the organization, including departmentalization and multi-point client servicing models. 
- Solving the human capital problem with home-grown internal training programs 
- The decision to hire Jeffrey Fuhrman, formerly head of Focus Financial firm Coastal Bridge Advisors, as president
- Taking on outside capital for the first time with Constellation Partners
- Why he’s beginning to eye M&A for the first time to continue the growth trajectory. 

Resources:

Listen to the RIA Edge Podcast on WealthManagement.com: https://bit.ly/3YVhfof 
Listen and Subscribe to the RIA Edge Podcast on Apple Podcasts: https://bit.ly/3RFXCPn 
Listen and Subscribe to the RIA Edge Podcast on Spotify: https://bit.ly/44Cbwd5 
 
Connect With David Armstrong:
 
WealthManagement.com: http://bit.ly/3RKHvyY 
LinkedIn: WealthManagment.com: https://bit.ly/3YkoRAv 
LinkedIn: David Armstrong: https://www.linkedin.com/in/djamesarmstrong/ 
Twitter: David Armstrong: https://twitter.com/djamesarmstrong 
LinkedIn: Informa: https://bit.ly/3leEF9g 

Connect With James Bogart:

Website: Bogart Wealth - https://bogartwealth.com/ 
LinkedIn: Bogart Wealth - https://www.linkedin.com/company/bogart-wealth 
LinkedIn: James Bogart - https://www.linkedin.com/in/james-bogart-cfp%C2%AE-chfc-5663576/

About Our Guest:

As CEO of Bogart Wealth, James Bogart focuses on maintaining the highest level of customer service possible and seeking to deliver the most effective technology, reporting tools, and analysis to every Bogart Wealth client. A charismatic visionary and next-gen founder with seemingly endless energy, he surrounds himself with people who complement his skills. James promotes a collaborative environment, leading by example and always exemplifying Bogart Wealth’s core values. He sets a high bar for himself and his employees, encouraging everyone to acquire designations that will help them advance their careers and better serve clients. 

A seasoned wealth advisor and visionary leader, James takes personal pride in assisting executives, entrepreneurs, and professionals in pursuing their dreams through highly customized financial planning strategies. James’s practice spans wealth plan design, investment management, estate planning, family legacy planning, business succession, charitable giving, asset protection, and retirement concerns, with a special insight and focus on multi-generational strategies. He regularly addresses audiences of industry professionals and senior corporate executives on new and upcoming developments in this field.

Educated at the University of Virginia and Georgetown University, James is an Investment Adviser Representative, a Chartered Financial Consultant® (ChFC®), and a CERTIFIED FINANCIAL PLANNER (CFP®).

RIA Edge Podcast: How James Bogart Grew His Firm to $3B Client-by-Client—And What Comes Next

Helping digital agency owners transform their business mindset so they can increase prices, work less, and grow profits.

A weekly podcast where host Brent Weaver chats with today's most successful entrepreneurs running digital agency businesses in the web design, web development, and digital marketing industry.
  
Brent also chats with high-profile entrepreneurs and other smart people that can help listeners grow their digital agency.

Each interview deep dives into the emotional details of going on the entrepreneur's journey toward success. Each guest shares behind the scene moments of lessons learned and lives changed.

All episodes comes guaranteed with a gold nugget insight, book recommendation, resource link and productivity hack.

Inside Personal Growth provides listeners with over 1000 high quality interviews featuring leading authors in the field of personal development. This online podcast program is curated with content from international experts in the art of transformation. It is our mission here to tune listeners into an audio experience that will entertain and educate to help improve every facet of their lives. 

Since 2007, Inside Personal Growth has connected people with the wisdom and resources they need to work through challenges and strengthen their internal compass on the pursuit toward wellness and mastery. Our archive features over 800+ podcasts. Each show offers insight into the minds of writers behind leading book titles. 

Visit the website to browse our archive. We hope you enjoy this important, public resource. 

Are you an author, speaker or publisher in the field of personal growth? Contact us to learn more about how to get interviewed, advertise on our site and become an affiliate member. Find more information on our website: www.insidepersonalgrowth.com

New tracks tagged #ClientAcquisition