Let’s Talk

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Let’s Talk is a podcast dedicated to providing an inside look at key conversations going on in the financial services industry and at Cambridge. The goal of this series is to provide listeners an opportunity to learn more about various Cambridge offerings and resources. The podcast is hosted by Val Vest — Executive Vice President and Chief Experience Officer — and Jeff Wick — Vice President, Client Solutions. It features business leaders and subject matter experts from across the firm as they discuss Cambridge resources and how financial professionals and their teams can leverage them to better serve clients and grow their businesses. These leaders also weigh in on key developments affecting our industry and give an inside look at what life at Cambridge is all about.

  1. 3월 19일

    Episode 137: From Internship to CEO

    Let’s Talk

    22분

  2. 3월 18일

    WealthPort Deep Dive: Insights with Laura Papera

    Tune into episode 129 of Let’s Talk as co-hosts Val Vest and Jeff Wick are joined by Laura Papera, Assistant Vice President of Advisory Solutions at Cambridge.

    13분

  3. 2월 23일

    Building Advisor-First Technology: Insights from CTO Sean Van Moorleghem

    Let’s Talk

    17분

  4. 2025. 09. 18.

    Let’s Talk @ Ignite: Balancing Numbers and Humanity

    Let’s Talk

    29분

  5. 2025. 09. 17.

    Let’s Talk @ Ignite: From Service to Strategy

    Let’s Talk

    24분

  6. 2025. 09. 16.

    Let’s Talk @ Ignite: Bold Moves and Career Lessons

    Tune into this special live episode of Let’s Talk, recorded at Cambridge’s national conference, Ignite. Co-hosts Val Vest and Jeff Wick are joined by Chris Barone, Managing Partner of Ripcord Partners.

    17분

  7. 2025. 08. 22.

    Let’s Talk @ Ignite: Giving Back Through Luke’s Wings

    Tune in to hear how Luke’s Wings is making a difference, one flight at a time.

    21분

  8. 2025. 08. 22.

    Let’s Talk @ Ignite: Building Something Wonderful with Eric Schwartz

    Tune in to hear this inspiring conversation with the man behind Cambridge’s foundation and future.

    33분
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소개

Let’s Talk is a podcast dedicated to providing an inside look at key conversations going on in the financial services industry and at Cambridge. The goal of this series is to provide listeners an opportunity to learn more about various Cambridge offerings and resources. The podcast is hosted by Val Vest — Executive Vice President and Chief Experience Officer — and Jeff Wick — Vice President, Client Solutions. It features business leaders and subject matter experts from across the firm as they discuss Cambridge resources and how financial professionals and their teams can leverage them to better serve clients and grow their businesses. These leaders also weigh in on key developments affecting our industry and give an inside look at what life at Cambridge is all about.

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  • 제작진
    lets-talk-cambridge
  • 방송 연도
    2024년 - 2026년
  • 에피소드
    29
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    Let’s Talk