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, 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.
Episodes
Friday Sep 17, 2021
Friday Sep 17, 2021
Episode 130: Coaching Clients the Right Way
Cambridge’s CEO, Amy Webber with Guest Brent Shimman of S&D Capital
Monday Sep 13, 2021
Monday Sep 13, 2021
Episode 128: Cambridge’s CEO, Amy Webber with Guest Sean Williams of Sojourn Wealth Advisory
Monday Sep 06, 2021
Monday Sep 06, 2021
Episode 127: Cambridge’s CEO, Amy Webber with Guest Tom Bode of Bode Financial Group
Monday Aug 30, 2021
Monday Aug 30, 2021
Episode 126: Cambridge’s CEO, Amy Webber with Guest Bob Pugliese of Premier Wealth Management
Monday Aug 23, 2021
Monday Aug 23, 2021
Episode 125: Cambridge’s CEO, Amy Webber with Guest Kristen Hafner of Financial Moxie
Monday Aug 16, 2021
Monday Aug 16, 2021
Episode 124: The Value of Perseverance: Cambridge’s CEO, Amy Webber with Guest Greg Raines of TAG Advisors
Monday Aug 09, 2021
Monday Aug 09, 2021
Episode 123: Discovering a Niche with Guest Gary McPherson of McPherson Financial Partners
Friday May 21, 2021
Friday May 21, 2021
Episode 122: Forming Strong Client Relationships with Guest Ray Castaldi of Castaldi Financial Solutions
Friday May 21, 2021
Friday May 21, 2021
Episode 121: Serving Clients from the Midwest and Southwest with Guest Michael Curtis of Curtis Financial Services
Friday May 21, 2021
Friday May 21, 2021
Episode 120: Finding Your Market with Guest Mark Mitchell of Retirement Plan Advisors