In today’s episode, Paige and Sanjeev talk with George Baumgarten, former SVP Alliances, Marketing & Contracts at Skience. Having spent more than 30 years in financial services and technology, George Baumgarten has been at the forefront of financial technology development. Dedicated to building a platform for advisors, he has seen how RIA businesses have grown from the ground up. George talks with Paige and Sanjeev about his outstanding contributions to the world of financial technology, CRM as a building block for most businesses, and what he enjoys now in the wealth management industry.
Key Takeaways
[3:51] - How George and Sanjeev built a strong professional relationship.
[10:12] - What keeps George in the fintech industry even after retirement.
[16:20] - What George likes about the investing side of things.
[19:02] - How CRM is a building block for most businesses.
[22:55] - The secret of great innovation.
[24:53] - What makes a company with a very high valuation.