Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients.
Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most.
Integrity, commitment, kindness, and flexibility are core values driving the spirit of Cambridge, a financial solutions firm serving fee focused and fee only financial professionals with an independent mindset and motivation to make a difference in the lives of others.
New episodes monthly on Apple Podcasts/iTunes, Google Podcasts, iHeart Radio, Stitcher, and Spotify.
Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.
Copyright © 2020 Cambridge Investment Research, Inc. All rights reserved. Member FINRA / SIPC
Episode 119: Transitioning to Succession
Episode 119: Transitioning to Succession with David Wheat of Axiom Advisors
Episode 118: Planning for Succession
Episode 118: Planning for Succession with John Rathbun of Graf & Company Financial Management
Episode 117: IRIA with Family Ties
Episode 117: IRIA with Family Ties with Ed Kohlhepp, Jr. of of Kohlhepp Investment Advisors, LTD
Episode 116: A Commitment to Service
Episode 116: A Commitment to Service with Parker Consaul of Pivotal Financial
Episode 115: Reach Out with Encouragement
Episode 115: Reach Out with Encouragement with Kay Knuth of Knuth Financial Life Planning
Episode 114: Climbing Mountains
Episode 114: Climbing Mountains with Scott Marshall of Marshall Grezlak
Connective and Brilliant
Amy Webber is not only an outstanding and excellent interviewer, she exhibits wonderful humor into each episode. Listeners will gain immense insight by listening to these intriguing episodes! Well done, Amy, well done!