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Episode 25: Gil Baumgarten - CEO of Segment Wealth Management
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In this episode of the Customer Strategy Podcast, I'm talking with Gil Baumgarten, founder, and CEO of Segment Wealth Management.
Gil built a billion-dollar advisory firm in less than 10 years on the back of incredible customer engagement strategies.
Gil and I get into the specific strategies that have enabled his success. Here are some of the strategies we discuss:
- - Advocacy - What it means to do everything for your client even if it's not in your best interest...
- - How to do personalization at scale...
- - How to use an old-school technique to break through and make a connection with a client...
- - And much, much, more...
To learn more about Gil and Segment, visit SegmentWM.com and GilBaumgarten.com.
To learn how to build a comprehensive Customer Strategy for your business, grab a copy of my FREE download called the 5 Things Your Customer Strategy Must Have.
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