#5 Guiding Your Clients To The Right Investment Strategy w/ Gil Baumgarten - President of Segment Wealth Management, Fiduciary Financial Advisor, Best Selling Author of FOOLISH episode artwork

EPISODE · Apr 11, 2022 · 34 MIN

#5 Guiding Your Clients To The Right Investment Strategy w/ Gil Baumgarten - President of Segment Wealth Management, Fiduciary Financial Advisor, Best Selling Author of FOOLISH

from Financial Advisor's Workshop with Brian Kasal · host Brian Kasal

Download the “How To Reach $100M+ In Managed Assets” for FREE by going to https://www.financialadvisorsworkshop.com/ Gil Baumgarten (http://segmentwm.com/) is a 37-year veteran of the investment industry and owner of Segment Wealth Management. He’s a multi-award-winning financial advisor, author, and family man. Gil explains the investing trends that the rich follow, how to use risk to your advantage and what are some of the key ways to achieve more than a billion dollars under asset management for his firm. Linkedin: https://www.linkedin.com/in/gil-baumgarten/ Twitter: https://twitter.com/gilbaum Facebook: https://www.facebook.com/GilBaumgartenAuthor/ Book: https://gilbaumgarten.com/book/ Website: http://segmentwm.com/ Follow @FinancialAdvisorsWorkshop on TikTok, Instagram, and YouTube to see short videos of all the best and most valuable moments from this episode! To see short videos of all our best Financial Advisor Workshop tips follow us on: Instagram: https://www.instagram.com/FinancialAdvisorsWorkshop TikTok: https://www.tiktok.com/@faworkshop YouTube: https://www.youtube.com/channel/UCFRh9BxjF0cT7PdkEhsg6lw Facebook: https://www.facebook.com/FinancialAdvisorsWorkshop Twitter: https://twitter.com/FAsWorkshop iTunes:https://podcasts.apple.com/us/podcast/financial-advisors-workshop-with-brian-kasal/id1614768408 Spotify: https://open.spotify.com/show/4OB78889GRx2FHjvWtsyeE Website: https://www.financialadvisorsworkshop.com/ Interested in working at FourStar: https://fourstarwealth.com/Advisors

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#5 Guiding Your Clients To The Right Investment Strategy w/ Gil Baumgarten - President of Segment Wealth Management, Fiduciary Financial Advisor, Best Selling Author of FOOLISH

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