Josh Bronstein

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.