• Episode 25: Gil Baumgarten - CEO of Segment Wealth Management

  • Aug 16 2021
  • Duración: 34 m
  • Podcast

Episode 25: Gil Baumgarten - CEO of Segment Wealth Management Por arte de portada

Episode 25: Gil Baumgarten - CEO of Segment Wealth Management

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  • Resumen

  • In this episode of the Customer Strategy Podcast, I'm talking with Gil Baumgarten, founder, and CEO of Segment Wealth Management.

    Gil built a billion-dollar advisory firm in less than 10 years on the back of incredible customer engagement strategies.

    Gil and I get into the specific strategies that have enabled his success. Here are some of the strategies we discuss:

    • - Advocacy - What it means to do everything for your client even if it's not in your best interest...
    • - How to do personalization at scale...
    • - How to use an old-school technique to break through and make a connection with a client...
    • - And much, much, more...

    To learn more about Gil and Segment, visit SegmentWM.com and GilBaumgarten.com.

     

    To learn how to build a comprehensive Customer Strategy for your business, grab a copy of my FREE download called the 5 Things Your Customer Strategy Must Have.
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