In this episode of the Customer Strategy Podcast, I'm talking with Gil Baumgarten, founder, and CEO of Segment Wealth Management.

Gil built a billion-dollar advisory firm in less than 10 years on the back of incredible customer engagement strategies.

Gil and I get into the specific strategies that have enabled his success. Here are some of the strategies we discuss:

- Advocacy - What it means to do everything for your client even if it's not in your best interest...

- How to do personalization at scale...

- How to use an old-school technique to break through and make a connection with a client...

- And much, much, more...

To learn more about Gil and Segment, visit SegmentWM.com and GilBaumgarten.com