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:
● 310-491-7975
● Swe90.com
● brett@swe90.com
● LinkedIn: Brett Henderson
● Strategic Wealth Endeavor
● Facebook: Strategic Wealth Endeavor
Connect with Giselle Cayme:
● LinkedIn: Giselle Cayme