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 Feb 19, 2021
Friday Feb 19, 2021
Episode 109: Cambridge Stronger, Hosted by Cambridge’s CEO, Amy Webber with Shane Westhoelter of Gateway Financial Advisors ─ A Drive to Succeed
Friday Feb 05, 2021
Friday Feb 05, 2021
Episode 108: Cambridge CEO Amy Webber talks with guests Armond Croom of Croom Financial, and Gary McPherson of McPherson Financial Partners in this Special Feature: Cambridge Black History Month Celebratory Podcast – You Can Be What You Can See.
Friday Feb 05, 2021
Friday Feb 05, 2021
Episode 107: Cambridge CEO Amy Webber Talks with guest Wendy John of Fidelity Investments in this Special Feature: Cambridge Black History Month Celebratory Podcast – Respect & Grace Along the Way.
Tuesday Dec 08, 2020
Tuesday Dec 08, 2020
Episode 106: Guest Jim Regitz talks about his journey as a recent college graduate to financial advice and then a regional vice president and ultimately founding partner of Newport Advisory – solving clients problems, mentoring others, and growing his firm – making sure focus is all about the heart.
Monday Dec 07, 2020
Monday Dec 07, 2020
Episode 105: Guest Karl Elsass realized he liked finance in college, earned licenses during summer breaks, and is President of Elsass Financial Group – continuing to serve one of his first clients 31 years later while looking to help next generation clients early in their career and life plans – drawing strength from helping others.
Friday Dec 04, 2020
Friday Dec 04, 2020
Episode 104: Guest Steve James embraced financial planning in college, starting with a presentation to students on saving, then building a practice in the education markets and later a full financial planning service firm as Managing Director of Summit Financial Solutions – coaching colleagues and elevating success.
Thursday Dec 03, 2020
Thursday Dec 03, 2020
Episode 103: Guest Monte Ferguson began his journey as a military test pilot and Company Commander, later applying his skills to financial planning and founding Pivotal Financial Advisors – coaching other financial planners on serving clients, and building their practice – continuously serving leaders.
Wednesday Dec 02, 2020
Wednesday Dec 02, 2020
Episode 102: Guest Wanda Delgado discovered her passion for financial planning and built her journey while raising a young son and building her own business, Insight Financial Advisors – finding solutions for clients and their children and grandchildren, mentoring colleagues – always part of a chain of helping people.
Tuesday Dec 01, 2020
Tuesday Dec 01, 2020
Episode 101: Guest Lisa Heath initially pursued a path in education, but began working with her father in the advice profession and today is a partner with Financial Partners of Louisiana while mentoring her daughter in the business of serving clients with financial planning – doing good for others and having the luckiest life.