Customer Strategy Podcast podcast

Episode 25: Gil Baumgarten - CEO of Segment Wealth Management

Manda indietro di 15 secondi
Manda avanti di 15 secondi

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 and


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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