Why One Client Fired Their Accountant—and What It Means for You

Was it our fault that a client decided to fire their accountant? Maybe. But before you jump to conclusions, watch the video below to discover the surprising reasons you might feel the urge—or even the need—to part ways with a professional in your life. Here’s a little teaser: for most people, it boils down to one simple issue—time, or rather, the lack of it.

At Glassman Wealth, we take a completely different approach. Instead of juggling a roster of clients and spreading ourselves thin, we focus on a “just one client” mindset. That means when you work with us, we have the time to give you our undivided attention and create personalized strategies. Curious about how that makes us stand out? Hit play and find out.