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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
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)
Ep 009: From Medicine to Holistic Financial Planning Using A Complexity-Based Retainer Model with Carolyn McClanahan: Today physician and financial planner Carolyn McClanahan joins us to talk about her ensemble practice, where she and her 4-person team work with 80 clients. by Financial Advisor Success