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!
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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
Lifeblood Host
Gil Baumgarten
Guest
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