How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years

Modern Financial Advisor - A podcast by finservMarketing

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Business Technology

Gil Baumgarten as a solo advisor grew his business from $200 million AUM to over $1.2 billion AUM in only 10 years. His firm, Segment Wealth Management has only 9 employees serving 210 households and operates as an "extraordinarily simple business."