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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Prioritize Long-Term Client Relationships
- Look for relationships that last decades, not one-off transactions.
- Deliver consistent, high-quality service to build long-term client credibility.
Earn At-Bats With Small, Practical Tasks
- Get on the phone and earn at-bats by doing small, tangible tasks for clients.
- Use those easy wins to build rapport, then graduate to performance and planning conversations.
Avoid Hard Selling; Solve Problems
- Stay in your lane and let solutions arise organically rather than pushing products.
- Prioritize problem-solving and advice-first interactions over salesmanship.