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Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman: The founder and president of Glassman Wealth Services shares the uncommon industry practices that have worked to win over clients, advice for sticking out in prospects' minds, and more.

Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman: The founder and president of Glassman Wealth Services shares the uncommon industry practices that have worked to win over clients, advice for sticking out in prospects' minds, and more.

Из Financial Advisor Success

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Длина: 102 мин.

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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 
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Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman: The founder and president of Glassman Wealth Services shares the uncommon industry practices that have worked to win over clients, advice for sticking out in prospects' minds, and more.

Активность, связанная с книгой

Начать прослушиваниеПосмотреть Все Подкасты

Сведения о книге

Ep 069: Interrupting The Pattern With The Philosophy That Each Client Is The Only Client with Barry Glassman: The founder and president of Glassman Wealth Services shares the uncommon industry practices that have worked to win over clients, advice for sticking out in prospects' minds, and more.

Из Financial Advisor Success

Оценки:
Длина: 102 мин.

Описание

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 
Подробнее