If we went into a lab to design a high-performance financial advisor, Gil Baumgarten might be the guy who emerges from the smoke. When Gil left his previous firm about ten years ago he had about $200 million in assets under management. Today his firm Segment Wealth Management has over $1.2 billion in AUM across only 210 households serviced by a team of 9 staff members.
As you listen to this episode of The Modern Financial Advisor Podcast, keep in mind that Gil's model is something that every advisor can emulate within their own business. The secret to his success is keeping his business "extraordinarily simple" and focusing on doing what is best for his clients at all times.
Partner With Truelytics: Do you work with RIAs and independent financial advisors? Are you helping them grow their business, become more profitable, or prepare for transitions? If so, you should reach out to explore the Truelytics Solutions Partner Program.