Chuck Bean featured on “Becoming Referable” Podcast

Recently Chuck Bean, Founder and CEO of Heritage Financial sat down with Steve Wershing and Julie Littlechild to be interviewed on their podcast series “Becoming Referable”, an online series that features financial services client engagement best practices.  In this 40 minute discussion Chuck outlined why he evolved his work in financial services to the registered investment advisor fiduciary model, and how Heritage’s dedication to client service has been instrumental in the impressive track record of growth since inception.  It’s a great summation of Heritage’s history, process, services and philosophy, together with a reference to an early client service experience Chuck had that may just explain how Heritage’s focus on client satisfaction got started.