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Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman

Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman

FromFinancial Advisor Success


Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman

FromFinancial Advisor Success

ratings:
Length:
102 minutes
Released:
Apr 24, 2018
Format:
Podcast episode

Description

Barry Glassman is the founder and president of Glassman Wealth Services, a wealth management firm in the Washington D.C. area that has grown to nearly $1.2 billion in assets under management in barely ten years. Now serving about 250 affluent client families, the company’s impressive growth makes sense when you consider the time and energy Barry spends focusing on building the firm as a business, as well as his distinct methods for standing out to clients. In this episode, he shares his unique approach to differentiating Glassman Wealth by doing what he calls “interrupting the pattern” from what clients and prospects are typically used to. Listen in to learn the uncommon industry practices that have worked to win over clients, advice for sticking out in prospects' minds, and more. For show notes and more visit: https://www.kitces.com/69 
Released:
Apr 24, 2018
Format:
Podcast episode

Titles in the series (100)

The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an experienced advisor who's hit a wall, we're here to give you the insights and inspiration you need to break through and reach the level of success you want to achieve. Subscribe to the show, and get even more at the leading industry blog Nerd’s Eye View at www.Kitces.com.