<a href="https://gilbaumgarten.com/" target="_blank">Gil Baumgarten</a> as a solo advisor grew his business from $200 million AUM to over $1.2 billion AUM in only 10 years. His firm, <a href="https://segmentwm.com/" target="_blank">Segment Wealth Management</a> has only 9 employees serving 210 households and operates as an "extraordinarily simple business."

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."

<a href="https://gilbaumgarten.com/" rel="noopener noreferrer">Gil Baumgarten</a> as a solo advisor grew his business from $200 million AUM to over $1.2 billion AUM in only 10 years. His firm, <a href="https://segmentwm.com/" rel="noopener noreferrer">Segment Wealth Management</a> has only 9 employees serving 210 households and operates as an "extraordinarily simple business."

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

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by <a href="https://www.linkedin.com/in/mikelangford2/" target="_blank">Mike Langford</a> and produced by <a href="https://www.finservmarketing.com/" target="_blank">finservMarketing</a>.

Business

Entrepreneurship

Technology

Investing

Marketing

Management

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by Mike Langford and produced by finservMarketing.

The Modern Financial Advisor Podcast shines a light on innovative strategies, solutions, and ideas shared by guests who are driving the wealth management industry forward in new and exciting ways. The show is hosted by <a href="https://www.linkedin.com/in/mikelangford2/" rel="noopener noreferrer">Mike Langford</a> and produced by <a href="https://www.finservmarketing.com/" rel="noopener noreferrer">finservMarketing</a>.

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

Sign up to save your podcasts

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

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

More shows like Modern Financial Advisor

BibleProject

Masters in Business

Notes on the Week Ahead

The Game with Alex Hormozi

Stay Wealthy Retirement Podcast

Animal Spirits Podcast

The Rational Reminder Podcast

The Perfect RIA

The Compound and Friends

Kitces and Carl - Real Talk for Real Financial Advisors

All-In with Chamath, Jason, Sacks & Friedberg

Elementality for Financial Advisors | Elements Financial Vitals System™

Money For Couples with Ramit Sethi

The Efficient Advisor: Tactical Business Advice for Financial Planners

The Elite Financial Advisor Podcast With Sten Morgan