Wealth of Insight

Wealth of Insight


Our Client Experience — From First Contact to a Lifetime of Service (Ep. 2)

March 15, 2022

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!

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