Innovation
Post Archive
Glassman Wealth Tackles Non-Obvious Thinking
In a time with so much advancement in technology and changes in the way we live, now is the perfect time to hear a futurist’s perspective on what our lives may be like in the coming years. Glassman Wealth recently hosted a fascinating conversation with Rohit Bhargava, the founder of the Non-Obvious Company, best-selling author…
Read MoreThe Reason I Love the Apple Card Might Surprise You
This article was originally published on Forbes on May 19, 2020. Apple launched their first credit card—the Apple Card—in partnership with Goldman Sachs to a limited number of users in August 2019. There was a bit of fanfare involved—which included a YouTube ad that’s been viewed more than 20 million times. The card, which…
Read MoreContinued Curiosity: Candace Lee, CFP®, attends the AICPA ENGAGE Conference
A common trait among our advisors and team at Glassman Wealth is curiosity. We are continuously seeking out more knowledge, discovering better ways to serve our clients, and investigating the intricacies of our interests. That’s why I knew it would be enthusiastically encouraged when I shared that I planned to attend the AICPA ENGAGE Conference…
Read MoreWhy You Need To Give Your Employees A Day Off – To Think
This article was originally published on Forbes on May 1st, 2018. For companies looking to enhance engagement and improve employee culture, you need to consider implementing mandatory Thinking Days. It’s simple, easy, and low cost, but carries enormous benefits. Glassman Wealth Services first implemented “Thinking Days” more than six years ago (and wrote about it for Forbes back…
Read More2018 Best Apps and Tools for Small Businesses: Best in Class
This article was originally published on Forbes on April 22nd, 2018. As the President of Glassman Wealth, it’s crucial that I am able to tackle challenges, all while managing people, tasks, and finances. These are my go-to resources for making that possible. The apps and websites listed below have added immense value to our firm…
Read MoreBarry 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…
Read More2018 Best Apps and Tools for Small Businesses: Collaboration and Communication Edition
Innovation is something that we value at Glassman Wealth. The ability to adapt and implement new tools and apps into our business has proved invaluable to helping our firm grow. Here is a list of some of our new favorite tools and websites that have allowed our team to collaborate and communicate in ways that…
Read More2018 Best Apps and Tools for Small Businesses: Financial Advisory Edition
Innovation is integral to the way we serve clients at Glassman Wealth. The ability to adapt and implement new tools and technologies into our business has proved invaluable to helping our firm grow while continuing to provide a high level of client service. Here is a list of some of my favorite apps and websites…
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