The Value of Creating Personalized Financial Services Experiences With Valarie Vest

The Customer Wins

Valarie Vest is the Executive Vice President and Chief Experience Officer of Cambridge Investment Research, an internally-controlled financial solutions firm dedicated to serving independent financial advisors and their clients. The company offers a range of flexible solutions, including advising, growth, technology, independence, and more.

Valarie has over 20 years of experience in the financial services industry. Additionally, she's a corporate innovator and leadership coach who works directly with financial professionals and associates to identify emerging trends and translate insights into actionable strategies.

In this episode…

Building a successful practice as an independent financial advisor can be daunting. It's no longer enough to offer sound financial advice — clients expect more from their advisors. They want personalized service and seamless experiences.

Valarie Vest, an expert in the field, says that the key to success as a financial advisor is creating exceptional customer experiences. Through this, advisors can attract more clients, retain existing ones, and establish a base of loyal, satisfied customers. Unfortunately, not all financial advisors possess the expertise to create these lasting impressions. She recommends partnering with firms that offer advice, technology, and growth strategies to enable advisors to serve their clients better.

In this episode of The Customer Wins, Richard Walker sits down with Valarie Vest, Executive Vice President and Chief Experience Officer of Cambridge Investment Research, to discuss how financial advisors can thrive through better customer experiences. Valarie talks about how Cambridge, the foundational tools for connecting with customers, and how to design better experiences as a financial advisor.