The Relationships Developed at Strategic Wealth Endeavor with Giselle Cayme (Ep. 2)

The key to success when it comes to our finances is to build a good relationship.

At Strategic Wealth Endeavor, it’s about more than just listening. It’s about understanding. 

In this episode, Brett Henderson is joined with Giselle Cayme, Operations & Marketing Manager at Strategic Wealth Endeavor, to talk about how crucial it is to develop a relationship and what actions they take when they onboard a new client.

Brett and Giselle discuss:

  • The steps they follow when a potential client reaches the firm
  • How they build trust with them
  • The community they want to grow
  • The mantra (tagline) that symbolizes the modernization of the firm
  • And more!

Connect with Brett Henderson:

Connect with Giselle Cayme: