Financial Advocating with Gil Baumgarten

We talked about the differences between financial professionals, how technology and innovation is changing financial advice, and how to think about and evaluate investment opportunities!

Sep 5, 2021 | Podcast

About the Episode

LifeBlood: We talked about the differences between financial professionals, how technology and innovation is changing financial advice, and how to think about and evaluate investment opportunities with Gil Baumgarten, President of Segment Wealth Management and author.  Listen to learn what you should be expecting out of a financial professional!

For the Difference Making Tip, scan ahead to 18:38!

You can learn more about Gil at SegmentWM.com, Facebook, Twitter and LinkedIn.

George Grombacher

George Grombacher

Lifeblood Host

Gil Baumgarten

Gil Baumgarten

Guest

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