culture
At Glassman Wealth, we can do everything right helping our clients save and invest, but if a scammer comes along and takes their money? It’s all for naught. We’ve had…
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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…
Read MoreWhat’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.…
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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…
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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…
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At Glassman Wealth Services, it is vital that we continue to learn from each other, our clients, and new experiences. For me, among these experiences has been becoming a member…
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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…
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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…
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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…
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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…
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