Business
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 SegmentWM.com and GilBaumgarten.com. 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.