Financial Advocating with Gil Baumgarten
LifeBlood
English - September 06, 2021 00:01 - 20 minutes - 18.1 MB - ★★★★★ - 157 ratingsInvesting Business Entrepreneurship business finance investing entrepreneurship interview entrepreneur health money leadership lifestyle Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: 1190: Profit First with Tracy Jepson
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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].