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
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
Friday Feb 26, 2021
Friday Feb 26, 2021
Episode 113: Guest Eric Schwartz, Cambridge Founder and Executive Chairman of the Board, discusses finding one’s balance professionally and personally, mentoring others to find their own journey, approaching one’s retirement journey, learnings from Cambridge’s 40 years in the advice industry, changing but still leading with kindness, and an inspiring view on what it means to go your own way.
Friday Feb 26, 2021
Friday Feb 26, 2021
Episode 112: Guest Eric Schwartz, Cambridge Founder and Executive Chairman of the Board, candidly shares his journey starting with interest in stocks at the age of 10, his first job, the lean years in building a firm while hiring the right people, and his lifelong dedication to purpose, values, and why it matters to treat people well.
Friday Feb 19, 2021
Friday Feb 19, 2021
Episode 111: Cambridge Stronger, Hosted by Cambridge’s CEO, Amy Webber with Guest Jimmy Williams of Compass Capital Management – Faith in your dreams
Friday Feb 19, 2021
Friday Feb 19, 2021
Episode 110: Cambridge Stronger, Hosted by Cambridge’s CEO, Amy Webber with Guest Denny Gustin-Piazza of WealthPlanners ─ Don’t Give Up