Action Plan: Strategic Planning with Schwab Advisor Services
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 should advisory firms take the time for strategic planning? A good reason is when that process is simplified, making the strategic planning process more approachable and immediately applicable.
Barry Glassman and his team at Glassman Wealth Services took part in Schwab Adviser Services’ Insights To Action strategic planning process. Then, Barry and three other advisors sat down with James Greene of Investment Advisor to talk about why they decided to participate, what they learned and where they are headed. Read the full article.
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