VC 017 Valerie Bertrand; Wealth, and Understanding Your Customer.
Valerie Bertrand consults on wealth and investments, but that's the tip of the iceberg that is her offer. She dives deep into clients' motivations, desires, and mental blocks to help them realize true wealth. What she does feels like so much more than your run-of-the-mill investment advisor, and also much more than a counselor....by combining a unique blend of two pretty standard professions, she has developed a highly differentiated, highly valuable service. We talk about that, and how significant her discovery and differentiation is in her business.
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