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Let's Talk Podcast
  • Let's Talk Podcast

Episode 109: Managing Your Experience with Efficiency and Proficiency

Brenda Hird and Russell Rivera

“The more we partner to gain knowledge and understanding of new processes, rules, and paperwork, the more efficient and proficient we'll be with future business.” — Russell Rivera

We hear you. Based on your feedback, Cambridge is on a mission to deliver a best-in-class financial professional and associate experience with the implementation of Dedicated Service Experience Teams. Don’t miss episode 109 of Let’s Talk as co-hosts Val Vest and Jeff Wick sit down with Transition Account Executive, Business Development, Brenda Hird and Cambridge financial professional - Russell Rivera of Voice Wealth Management. Brenda provides an inside look at how financial professionals can leverage Service Experience Teams to optimize their experience, and by extension, their client's experience. Russell exclusively shares his point of view as a Cambridge financial professional navigating the resources available through his dedicated team to improve efficiency and better serve his clients.

Join Val, Jeff, Brenda, and Russell to learn:

  • What you can expect from your Service Experience Team
  • How Service Experience Associates work together to provide proficiency
  • How to best leverage your team
  • The key benefits of Service Experience Teams from a financial professional’s point of view

Tune in to hear more about Cambridge’s mission to provide top-tier service to its financial professionals!

About Russell Rivera

Founder and President of Voice Wealth Management (Voice)

As the Founder and President of Voice Wealth Management (Voice), Russell helps clients make prudent financial decisions regarding spending, saving, investing, and planning while giving a voice to their financial priorities and experiences. Russell founded Voice in 2013 and earned the Chartered Financial Analyst (CFA®) charter designation in 2007 and the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2016. He’s also a member of the Financial Planning Association, Manhattan Chamber of Commerce, and the National Association of Divorce Professionals.

Russell is heavily involved in family and community endeavors. He’s a member of the board of directors for Y-Apply, Inc., an ambassador, and the Entrepreneurship Council Chair of the Manhattan Chamber of Commerce. Russell enjoys coaching his son’s little league team and organizing community events at his children’s school. During his free time, Russell likes to play softball, poker, and golf.

https://www.voicewealth.com/

Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Voice Wealth Management are not affiliated.

About Brenda Hird

Transition Account Executive, Business Development

Brenda Hird joined Cambridge in 2017 with a background and experience in sales and customer service. Additionally, she brought her leadership skills as a Sales Coach and Curriculum Design & Development Manager. During her time at Cambridge, she has expanded her knowledge to include new account set up processing, maintenance, transfers and Envestnet processing. She excels at discovering procedural advances that will bring better efficiency to the day and a more proficient way of getting there. 

Begin your journey.

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