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:
- LinkedIn: Brett Henderson
- Strategic Wealth Endeavor
- Facebook: Strategic Wealth Endeavor
Connect with Giselle Cayme: