Posts Tagged ‘culture’
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 MoreWorking at the #1 Best Place to Work
What’s it like working at the #1 Best Place to Work? During a pandemic? When you start with the company in March of 2020? Unusual? Undoubtedly. Surprising? Certainly. Extraordinary? Absolutely. And… simple. Simple? Yes, simple. We all want to be treated well and respected and have challenging and fulfilling work, and that’s simply and exactly…
Read MoreInvestment News: What If You Had Just One Client?
What if you had just one client? Barry Glassman met with InvestmentNews at Schwab IMPACT 2018, and shared how this mindset helps shape our firm and allows us to best serve our clients. Click the photo below to watch the full video.
Read MoreClient 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…
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 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: Culture Edition
We are proud of the culture of transparency, passion, and innovation that we have developed at Glassman Wealth. Not only does it create an engaging environment for our team, but it allows us to continue the high level of client service that our clients have come to expect. Here is a list of some of…
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