Values and Processes at Strategic Wealth Endeavor with Giselle Cayme (Ep. 5)

Advisors are typically thought to focus solely on financial matters when working with clients. However, building a strong relationship with clients and understanding their aspirations and goals is crucial.

In this episode, Brett Henderson sits down with Giselle Cayme, Operations & Marketing Manager at Strategic Wealth Endeavor. Together they discuss the values and processes they provide for clients at Strategic Wealth Endeavor. Additionally, Brett comments on his financial designations and how these are relevant when meeting the objectives of his clients.

Brett and Giselle discuss:

  • A list of the designations Brett holds and which one he is most proud of
  • How they develop a strong relationship with clients by understanding their values
  • Some details about the onboarding process at Strategic Wealth Endeavor 
  • The benefits of being an independent advisor 
  • The values that distinguish Brett and the firm
  • And more!

Connect with Brett Henderson:

Connect with Giselle Cayme: