معلومات عن هذه الحلقة
Gil Baumgarten is a disruptive wealth management pioneer. After battling UBS in defense of 100% ETF portfolios, a direct assault on the firm’s fee-rich mutual fund business, he was on the original beta-test team of six advisors permitted to run discretionary ETF portfolios in 2002. He has since been named one of the “Top-20 ETF Thought Leaders in the U.S.” by Barron’s and The Wall Street Journal.
Gil’s fee-only fiduciary firm, Segment Wealth Management, is a top-15 firm in Houston as ranked by the Houston Business Journal. Gil is perennially named a top-50 advisor in Texas by Barron’s, out of the state’s 26,002 registrants.
Gil is also the best-selling author of FOOLISH: How Investors Get Worked Up and Worked Over by the System. The book takes readers through the dark tunnels of the brokerage fee ecosystem and takes a deep dive on investors’ self-harm tendencies driven by ego satisfaction.
Listen to this insightful RIA episode with Gil Baumgarten about unusual referral generation events.
Here is what to expect on this week’s show:
- How the brokerage industry should value and nurture client relationships.
- Why holding events is a great way to build relationships with your clients.
- How your clients might be more interested in going to more creative events.
- Why it’s easy to figure out a group of people’s common denominator once you get to know them.
- How you should know how your clients will respond to a volitive market.
Connect with Gil:
Links Mentioned:
https://www.facebook.com/SegmentWealthManagement
linkedin.com/in/gil-baumgarten
Learn more about your ad choices. Visit megaphone.fm/adchoices
