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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?
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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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Chapters
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)
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