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

Modern Financial Advisor - En podkast av finservMarketing

Prøv Podimo gratis i hele 30 dager!

I Podimo finner du eksklusive podkaster og bestselgende lydbøker tilpasset dine ører

Reklame

Kategorier:

Forretning Teknologi

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."

Visit the podcast's native language site