Barry Glassman, President, Glassman Wealth Services met with Julie Cooling, Founder & CEO, RIA Channel to discuss the importance of client experience and how advisors can add value through customization.
Glassman Wealth, #71 on RIA Channel’s 2019 Top 100 Wealth Managers list, seeks to provide clients with a completely personalized experience. The growing firm leverages customized client dashboards, video technology, and a range of holistic services to empower its clients and better serve their financial goals. “It goes beyond the investment side,” says Glassman.
To learn more about Glassman Wealth Services, head here.