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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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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One of most common things you’ll hear within the walls of Glassman Wealth is the motto of “Show Them, Don’t Tell Them.” We truly believe that to stand out and…
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