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:
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