Download "How to Find Ultra High Net Worth Clients"

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#5 Guiding Your Clients To The Right Investment Strategy w/ Gil Baumgarten – President of Segment Wealth Management, Fiduciary Financial Advisor, Best Selling Author of FOOLISH

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Gil Baumgarten (http://segmentwm.com/) is a 37-year veteran of the investment industry and owner of Segment Wealth Management. He’s a multi-award-winning financial advisor, author, and family man. Gil explains the investing trends that the rich follow, how to use risk to your advantage and what are some of the key ways to achieve more than a billion dollars under asset management for his firm.

Linkedin: https://www.linkedin.com/in/gil-baumgarten/

Twitter: https://twitter.com/gilbaum

Facebook: https://www.facebook.com/GilBaumgartenAuthor/

Book: https://gilbaumgarten.com/book/

Website: http://segmentwm.com/

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Interested in working at FourStar: https://fourstarwealth.com/Advisors

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How Investors Get Worked Up and Worked Over By the System | Clip From FAW Episode #5

DISCLAIMER:

This podcast is provided by FourStar Wealth Advisors for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance. FourStar is an SEC registered investment advisor that maintains a principal business in the state of Illinois. The firm may only transact business in states in which it has filed or qualifies for a corresponding exemption from such requirements. For information about FourStar’s registration status and business operations please consult the firm’s form ADV disclosure documents, the most recent versions of which are available on the SEC investment advisory public disclosure website at www.adviserinfo.sec.gov

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