Our Client Experience — From First Contact to a Lifetime of Service (Ep. 2)
Have you ever wondered what it would be like to have a financial advisor?
In this episode, Austyn Whittenburg talks about the full client experience, so that you can truly get a better understanding of how you can benefit from it. Whittenburg Wealth Partners uses a confidentiality agreement and top security measures, to be fully transparent and ensure the best possible service.
Austyn discusses:
- Why clients work with Whittenburg Wealth Partners
- Their confidentiality agreement process
- Why transparency is so important
- How Whittenburg Wealth Partners protects all your data
- And more!
Connect with Austyn Whittenberg:
- (801) 839-7056
- austyn@whittenburgwealth.com
- LinkedIn: Austyn Whittenburg
- Whittenburg Wealth Partners
- Twitter: Whittenburg Wealth
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