Episode 28 - Your Client Experience - Part 1
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Every client deserves a quality advisory experience. In this first installment of a two-part episode, Casey Dylan, CIMA, Director of Investment Communications, sits down with William Chettle, Symmetry\\u2019s Director of Experience and Engagement, to discuss the fundamental aspects of delivering an exceptional client service. You\\u2019ll learn about how you can differentiate your practice via your client experience, including best practices from successful financial advisors and experience-driven firms.
Thank you very much for listening to The Symmetry Delta Podcast for Evidence Based Investing. Visit us at www.symmetrypartners.com. You can also find us on Facebook, YouTube, Twitter, or LinkedIn under Symmetry Partners, LLC. If you have any questions or would like more information \\u2013 give us a call at: 800.786.3309.
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