Barron's Advisor Josh Bronstein: ‘Playing the Long Game Is Key’
Aug 19, 2025
Josh Bronstein, a wealth advisor at Neuberger Berman, shares his insights on cultivating long-term relationships with clients, emphasizing trust over transactions. He discusses the significance of credibility and consistent communication in advisory roles. Josh also highlights the importance of networking and adapting to clients' needs, especially in a landscape affected by market volatility. Additionally, he explores fostering multi-generational communication in financial planning to ensure that families engage in wealth management discussions effectively.
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Complementary Skills Multiply Value
- Pairing complementary strengths creates a superior client offering.
- Different investment and planning perspectives produce a richer, debated solution for clients.
Prospect With Concise, Regular Thought Leadership
- Build credibility by publishing concise, regular insights and sharing them with prospects.
- Use valuable content to prompt engagement without cold asks.
Overcommunicate In Times Of Uncertainty
- Overcommunicate and be proactive during market uncertainty.
- Revisit asset allocation and use wealth-planning scenarios to guide decisions calmly.