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Posts by Julia Skinner

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Glassman Wealth Named Inc. Best Workplace 2018

The driving force behind Glassman Wealth is a shared passion for enriching the lives of our clients. But this passion goes beyond that, and we strive to do the same for our employees. We have built a culture of curiosity, with an environment that challenges our team to explore possibilities and grow purposefully. We are…

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Barry Glassman featured on the Financial Advisor Success Podcast with Michael Kitces

We are thrilled that Barry was recently featured on Michael Kitces’s Podcast for the 69th episode of Financial Advisor Success. Kitces’s blog, Nerd’s Eye View, is dedicated to advancing knowledge in Financial Planning, and is an incredible resource for both advisors and clients alike. Kitces himself has extensive education and experience in the financial planning…

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2018 Best Apps and Tools for Small Businesses: Operations Edition

Innovation is something incredibly valued and held in a high regard at Glassman Wealth.  The ability to adapt and implement new tools and apps into our business has proved invaluable to helping our firm grow.  It is essential that we be as efficient as possible, and use the best tools available to streamline processes. Here…

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Wellness at Glassman Wealth

It has been almost seven months since we began the Glassman Wealth Wellness Initiative. We have had a variety of seminars and experiences, including a wellness challenge for our more competitive team members, an acupuncturist for those of us who are not needle-shy, and a one-on-one coaching sessions with Jen Wood, a certified Health &…

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