Creating A Good Client Experience

Episode Notes

One of Amy Walls' key tenets at Thimbleberry Financial is creating a good client experience - one that is based on mutual trust and accountability.  The firm makes commitments to clients, and clients make commitments in return.

As an example, Amy began scheduling her clients out for the year. She explains how well that was received.


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Thimbleberry Financial Phone Number: 503-610-6510