Barry Glassman, CFP

Barry Glassman, CFP®

His vision for starting GWS was to deliver investment strategies and wealth management services typically available at the highest levels of wealth. Today, clients benefit from these sophisticated financial services targeted to meet their unique needs.

Why is company culture so important?  Simple: having engaged employees translates to a better client experience.  If every member of a team enjoys coming to work, pushes each other to new accomplishments, and shares a passion for a common goal, they’ll work even harder to further a company’s mission.

I recently had the pleasure of being interviewed by Ian Altman on the Grow My Revenue Business Cast. In the interview, we discussed how to:

  • Be purposeful and build a great company culture
  • Hire the right people
  • Share your culture with clients through thoughtful communication

Listen to the interview

Some key tips that we discuss include:

  • Ask clients how they describe you. Does their impression align with your culture?
  • Don’t just tell your clients about your culture. Show them.
  • The secret recipe behind Glassman Wealth
  • And more! Be sure to listen in.

Want more insight on what goes on behind the scenes at Glassman Wealth?

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You can also visit the Grow My Revenue Business Cast to subscribe and listen to other great interviews!

Ready to get started?

Connect with a Glassman Wealth advisor today to continue the conversation.