Posts Tagged ‘culture’

Post Archive

Client Advisor Candace Lee Earns Designation of Enrolled Agent

We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. While the hard work and…

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Why 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…

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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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Show Them, Don’t Tell Them

One of most common things you’ll hear within the walls of Glassman Wealth is the motto of “Show Them, Don’t Tell Them.” We truly believe that to stand out and have lasting impact – you need to show the value, versus just talking about it. This type of situation occurred just this morning – and…

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