Episode 72
How Financial Advisors Can Grow Their Business To Over $1 Billion In AUM In 10 Years
Modern Financial Advisor · Truelytics by Envestnet
December 17, 20211h 1m
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Show Notes
Gil Baumgarten as a solo advisor grew his business from $200 million AUM to over $1.2 billion AUM in only 10 years. His firm, Segment Wealth Management has only 9 employees serving 210 households and operates as an "extraordinarily simple business."