Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman
Financial Advisor Success · Michael Kitces
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Show Notes
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