Adam Glassberg

Savant Capital Management

Fast Facts

  • Delivered bagels, among other odd jobs, before he was old enough to work legally.
  • Has never broken a bone or even had stitches.
  • Elon Musk, George Carlin and Rick Bayless are top choices for a dinner party.

Inspired by a financial planning class in college, Adam Glassberg entered the industry after graduation and is now an adviser with Savant Capital Management.

He also served as the first chairman of the Financial Planning Association’s Chicago chapter NexGen community and took on an industry challenge — the lack of a well-defined or appropriate career path for new graduates.

“For a lot of companies, the training program is backwards, because the first thing they teach new recruits is to sell, and the education component comes second,” he said.

To address this, Mr. Glassberg formalized a multiyear career development program within his firm, consisting of four parts:

• Stage one (two to three years) — training in financial planning and related software, obtaining the CFP certification, learning how to interact with clients.

• Stage two (about three years) — reviewing financial plans for errors and enhanements, becoming a lead adviser, working with colleagues, choosing a specialty.

• Stage three (two to three years) — servicing clients, learning sales and business development techniques to build a book of business, developing a niche or skill set (Mr. Glassberg’s niche is young medical professionals).

• Stage four — participating in equity ownership as a key decision-maker for firm-wide objectives.

“Going through it myself, I was equipped with the knowledge and the confidence to serve clients,” he said.

— Deborah Nason


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