1191: Financial Advocating with Gil Baumgarten

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Recorded06 Sep 2021

Publisheraudioboom.com ↗

Handlerec:4777291

Show notes

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. You can learn more about the show at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, Pinterest, YouTube and Facebook or contact George at [email protected].

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