Glass Jacobson Presents an Innovative Business Model

November 25, 2009 | Subscribe to our RSS Feed

OWINGS MILLS, Md. – November 25, 2009 – At last month’s Integra International Worldwide conference in Montreal, Owings Mills-based wealth management firm Glass Jacobson demonstrated its leadership and forward thinking to a global audience.

Glass Jacobson President Edward J. Jacobson and company principal Jonathan S. Dinkins presented “Building a Wealth Management Firm,” which detailed the importance of traditional accounting firms moving into the wealth management space and educated conference attendees regarding the best practices in doing so.

The presentation highlighted Glass Jacobson’s continued recognition as an industry leader. The firm’s transition into wealth management and providing a vast array of financial services under one roof has been tremendously successful and inspired other accounting firms to follow suit. Integra International, a worldwide accounting firm, recognized Glass Jacobson’s groundbreaking success and sought to share their expertise with its international membership base.

“Transitioning from being an accounting firm to a full-service wealth management firm involves many challenges, and requires very detailed planning,” Mr. Jacobson said. “At Glass Jacobson, we have faced those challenges, and I’m proud that we can share our successful model and have it serve as a template for firms around the world who are interested in expanding their practices.”

Mr. Jacobson and Mr. Dinkins delivered their presentation to an eager audience of accounting firm leaders on Thursday, Oct. 1. In a global economy that demands increased diversification and expertise, they found Glass Jacobson’s business model well-received.

“Affluent investors want increased services from their financial advisors, and our model gives them everything they need in one stop,” Mr. Dinkins said. “Glass Jacobson’s results with its unique model have been very gratifying for our clients and ourselves, and we are happy to help other firms follow in our footsteps.”