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
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
Tuesday Apr 06, 2021
Tuesday Apr 06, 2021
Episode 119: Transitioning to Succession with David Wheat of Axiom Advisors
Monday Apr 05, 2021
Monday Apr 05, 2021
Episode 118: Planning for Succession with John Rathbun of Graf & Company Financial Management
Monday Apr 05, 2021
Monday Apr 05, 2021
Episode 117: IRIA with Family Ties with Ed Kohlhepp, Jr. of of Kohlhepp Investment Advisors, LTD
Friday Mar 12, 2021
Friday Mar 12, 2021
Episode 116: A Commitment to Service with Parker Consaul of Pivotal Financial
Friday Mar 12, 2021
Friday Mar 12, 2021
Episode 115: Reach Out with Encouragement with Kay Knuth of Knuth Financial Life Planning
Friday Mar 12, 2021
Friday Mar 12, 2021
Episode 114: Climbing Mountains with Scott Marshall of Marshall Grezlak