Name: How Networking and Persistence Can Help Young Advisors
Uploaded: 2025-09-09T14:00:00Z
Duration: 4 min 56 s
Description: “When you're young, people are willing to talk to you about career advice because most likely someone helped them,” says Josh Bronstein, wealth advisor at Neuberger Berman.

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“When you're young, people are willing to talk to you about career advice because most likely someone helped them,” says Josh Bronstein, wealth advisor at Neuberger Berman.

https://m.wsj.net/video/20250903/68d1a1cb-c029-4f8f-a34a-9f058b540a5f/2/hls/manifest-hd-wifi.m3u8

How Networking and Persistence Can Help Young Advisors

I hope that there's a lot of young listeners that are hearing this, whether they're in college, younger advisors. Again, playing the long game is key here. My junior year of college, I was paired up with an alumni mentor from my fraternity, and I thought, "Okay" And everyone kept talking about networking talk, saying the word, what does it mean? How do you actually, can you go to a cocktail party and just network? How does it happen?

Yeah, what does that look like?

Yeah, so I thought to myself, "Okay, I'm gonna start, try to build my network and from the alumni base, from all these different conversations." And my goal, I started an Excel sheet, and from every conversation, my goal was to get another conversation. I didn't ask them to pass along my resume. I didn't ask them if they were hiring. I just asked them to, "Do you know anyone who who could give me advice in this space?" And when you're young, people are willing to talk to you about career advice because most likely someone helped them. And I'm a big proponent of paying it forward. And so that led to a few hundred people on this list.

Wow.

And I would track when we spoke, what we spoke about, and then set a frequency to check in with them, whether there was a relevant article that I saw in the Wall Street Journal or a class I was taking, or a thesis I was writing. And I would just reach out to them to establish credibility that, hey, this kid is passionate, engaged, wants to work, is really going the next level. You're not asking for anything. And you become top of mind as roles come up and people talk and that's-

You stand out.

Josh: Yeah, and so I kept doing that the first few years when I got to New York, and I would take every conversation I could. And this particular conversation was with my girlfriend at the time, who's now my wife. It was her brother's best friend growing up is Stephanie Stiefel. That's his mother.

No kidding. That's fantastic.

And so she was at Neuberger, and I said, "I'd love to speak with her." And that struck a mentor-mentee relationship in about 2009. And we would have breakfast or lunch or speak periodically for the next six or seven years.

No kidding. That's the long game.

That's the long game. And I had no idea what it would ever lead to until 2016. We were having breakfast at one of these chats, and she said, "Why don't you come join me as my partner at Neuberger?" And things were really good at JP Morgan, but this was an opportunity to join, you mentioned icon in the business, help her sustain and grow this incredible business. It was too hard to pass up, and that was eight and a half years ago.

You described this networking. It also sounds to me like you were not looking for anything, you were genuinely wanting to learn and seeking some mentorship and just wanting to be in a room with high performers to learn and grow.

Exactly.

That's pretty fantastic.

And I think just the dinner last night, high performers are attracted to other high performers, and you want to just keep elevating your game. And that's what I felt like I was doing.

That's fantastic. So we talk about Stephanie, let's get into Stephanie. I've heard you describe her as kind of the head honcho. You know, she's a force, she is part of the Hall of Fame at Barron's, which is remarkable. And she's a leader that you deeply respect. I know that for sure. What's the key to making a partnership like this thrive, especially when you're not seeking the spotlight yourself?

Well, it goes back to the mantra of this just playing the long game. And we have an amazing team. I feel like I hit the trifecta, another sports metaphor, but I've got an incredible partner, we've got an incredible team, and we're at this amazing firm that has just positioned us so well to win. And again, I'm so happy with my life. I've got two amazing daughters, an amazing wife. And I plan to be in this business for the next 30 years. And it's not about the spotlight for me. We've got incredible clients. I wish I could brag about them. They're people that you would know and their endeavors are really cool to talk about internally, but we would never share who they are or what they're doing with their philanthropy. It's super special and unique. And I think it just goes to show that like, this is a confidentiality business and it's gratifying to help people in those ways. And it's not about the public perception of what we're doing. And I'm more focused on our team succeeding for our clients than me and the personal spotlight.