Welcome to the team.

This page is meant to work as a resource for you in tandem with your physical on-boarding guide.

The Glassman Wealth Vision

We share a passion for enriching the lives of our clients.

Our Recommendations

Videos
How Great Leaders Inspire Action by Simon Sinek
Paradox of Choice by Barry Schwartz
How to Give an A by Benjamin Zander
Know Yourself by Gary Vaynerchuk
Books
Meetings Suck by Cameron Herald
Small Giants by Bo Burlingham
The Dream Manager by Matthew Kelly
Never Lose a Customer Again by Joey Coleman
Podcasts
School of Greatness by Lewis Howes
IdeaCast by the Harvard Business Journal
The Entrepreneur Playbook by Tony Robbins
Articles
How to Make Quantum Leaps by Benjamin Hardy
5 Traits of a Great Team by Michael Schneider

Your first few weeks at Glassman Wealth

We have developed a 30-60-90 day plan to help guide your experience with Glassman Wealth.

In the First 30 Days

You will become a part of the GWS Team. This includes reviewing our values and vision, and learning what has been accomplished so far with our Client Experience philosophy. You'll work closely with Dana and develop your team goals and expectations, and meet with every member of the team to learn their roles and how you will work together. You will be introduced to the variety of software and resources we use, and learn to effectively utilize these tools.

Day 31 to 60

As you become more comfortable in your role, and begin to master our systems and tools, you will begin to leverage other team members as you work together to hone the overall GWS client experience. You will actively work with Dana to engage clients, and seek out new resources that will add value to the team.

Day 61 to 90

By now you will have established yourself as a valued member of our team, and developed rapport with clients. You will develop your personal brand and thought leadership, and work with Dana on "what's next" for your clients. You will continue to solidify relationships with clients and grow as a member of the GWS team.

All about Glassman Wealth

Wellness Campaign

In order to perform at your best, you need to be at your best. We recognize that at Glassman Wealth, which is why we have established our Wellness Program.

Rather than give you a gym membership that you might not use or need, we give every member of the team a $100 stipend a month to put towards wellness. This could be anything from a gym membership, to massages, to a new bike. You can spend it monthly, or up to $300 quarterly- just get the receipts to Gabe by the week before quarter's end.

Not sure if your spending counts as "wellness"? Just ask Courtney.

We also offer a variety of healthy snacks, an in-office Peloton bike that you can book time via the Outlook Calendar, and various wellness-based events throughout the year.

Celebrating Success

Free Lunch Friday

Every Friday the office gets free lunch, courtesy of Barry. Not only that, but the kitchen is kept stocked with coffee, tea, and a variety of healthy snacks. We even have a blender if you feel adventurous with smoothies.

Now remember that part about celebrating success? Every time we sign on a new, qualified client, we get a free lunch week. That's right- an entire week of lunch, courtesy of Glassman Wealth, for each new client. Make sure you don't meal prep the Sunday before.

Continuing Education

Thinking Days

Each quarter we ask every person at Glassman Wealth to take a Thinking Day.

If you have not yet experienced a Thinking Day, here is an article we posted in Forbes: Why You Need To Give Your Employees A Day Off - To Think. This short read is a great intro as to what a Thinking Day is, and why we believe this opportunity and experience to be so valuable.

Here are some of the general guidelines we offer to help with your thinking day:

Use this day to think and explore. Get out of the office and escape the noise of everyday life. Come up with a specific thing you/we can do even better for our clients (internal or external).
Take some time to watch cool and interesting videos that will inspire and/or stretch you.
Challenge yourself mentally, whether that’s thinking about something that you haven’t gotten a chance to, or writing something that you’ve always wanted to.
Eat a memorable lunch, or try something brand new, so that when you look back at your day, lunch stands out and hopefully puts a smile on your face.

In sharing our passion for enriching our client’s lives, Thinking Day gives us the opportunity to consider how we can bring our vision to life even more effectively. We generally have a Thinking Day discussion over lunch sometime during the following quarter and hear how each person spent their time.

Amazing Benefits

Have any questions?

See Courtney: for anything HR, benefits, or wellness related.

See Eric and Candace: for any role specific questions (they will be leading much of your training).

See Julia: for any office orders, building questions, and miscellany (if she's not the right person, she can at least send you the right way).

Building Amenities

Gym
Access to our onsite Gym and locker room.
Mall Access
Five minute walk to Tysons Corner Mall.
Free Parking
Glassman Wealth fully pays for convenient garage parking.
Dry Cleaning Services
Charm City Concierge offers dry cleaning.
Special Events
Charm City Concierge holds a variety of special events for holidays and various occasions