Zachary, 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
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 understanding our established Client Experience. We will introduce you to our technology systems and give you the tools necessary to master them. You will work closely with Gabe and Colin, having weekly check-ins and 1-on-1 meetings to ensure that you're on the track to success.

Day 31 to 60

Once you've developed a grasp of our systems, and are able to efficiently utilize them, you will delve in deeper to the role, working on quarterly reporting, billing, and paperwork. During this time you would have established procedures for working with support advisors and clients.

Day 61 to 90

During this time frame you will expand to work on client processing, compliance, designing efficient practices and reporting, and owning your role. You will have been working closely with the team for several weeks now, and they will continue to support you in your work, and help celebrate your successes.

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

We like the mantra of "Work Hard, Play Hard", and our successes brought on by hard work should be celebrated.

We recently hit $1 Billion in assets under management. This milepost is significant, and testifies to the hard work put in by the team, and the commitment we have to our clients.

Such a significant achievement should be celebrated. And so we're going to Nemacolin.

Courtney will reach out for details for this trip, but make sure you mark off your calendar for the 4th to the 6th of May. We will have a chance to celebrate as a team, and watch the Kentucky Derby. There might even be a hat stipend for the ladies, and a jacket stipend for the 'gents.

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 a few years back: The Small Business Payoff of "Thinking Day". 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. Even though the article was written a few years back, the concepts still hold true.

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 Gabe: for anything BIG, training, IT/technical, or payroll related.

See Colin: for any role specific questions.

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