Action Plan: Strategic Planning with Schwab Advisor Services

Why should advisory firms take the time for strategic planning?  A good reason is when that process is simplified, making the strategic planning process more approachable and immediately applicable.

Barry Glassman and his team at Glassman Wealth Services took part in Schwab Adviser Services’ Insights To Action strategic planning process.  Then, Barry and three other advisors sat down with James Greene of Investment Advisor to talk about why they decided to participate, what they learned and where they are headed.  Read the full article.

Barry Glassman, CFP®
Latest posts by Barry Glassman, CFP® (see all)