For Advisor By Advisors - Interview with Gil Baumgarten, President of Segment Wealth Management - As Advisors age, how Important is Succession Planning? Do RIAs hold more value?

For Advisors By Advisors

In this episode, we speak with Gil Baumgarten, President of Segment Wealth Management. We spoke with Gil about how he took his practice to where it is today with over $1.3 billion in AUM as the sole Financial Advisor. We spoke with Gil about succession planning, his move from the wire house to RIA, and where the future of the business is headed. We also spoke about how important a business development associate is to the long-term growth of his practice. Hope you enjoy it!
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I’m always looking to connect with like-minded creative people that are motivated and want to be better! You can connect to me on LinkedIn at https://www.linkedin.com/in/evanmayer/or feel free to email me at [email protected]. Follow us on Instagram! @ForAdvisorsByAdvisors and YouTube For Advisors By Advisors

فصل ها

1. For Advisor By Advisors - Interview with Gil Baumgarten, President of Segment Wealth Management - As Advisors age, how Important is Succession Planning? Do RIAs hold more value? (00:00:00)

2. [Ad] How To Quit Your Job and Start A Business (Limited Series Podcast) (00:22:09)

3. (Cont.) For Advisor By Advisors - Interview with Gil Baumgarten, President of Segment Wealth Management - As Advisors age, how Important is Succession Planning? Do RIAs hold more value? (00:22:50)