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 Aug 01, 2023
Tuesday Aug 01, 2023
Episode 189: Creating Honest Conversations
Dan Karlsberg of Freedom Trail Wealth at Dove Mountain
Tuesday Jul 18, 2023
Tuesday Jul 18, 2023
Episode 188: Finding Strength in Each Other
Kristin Michel Rodriguez of Symphony Financial
Friday Jul 14, 2023
Friday Jul 14, 2023
Episode 187: Finding Your Financial Teammate
Carolyn Rowland of Resilient Wealth Planning
Wednesday Jul 05, 2023
Wednesday Jul 05, 2023
Episode 186: A Service Mindset
Jim Wessels of Vision Financial Group
Tuesday Jun 20, 2023
Tuesday Jun 20, 2023
Episode 185: Opening Your Heart and Mind
Fran Toler of Toler Financial Group
Tuesday May 23, 2023
Tuesday May 23, 2023
Episode 184: Leading a Work-optional Lifestyle
Victor Gaxiola of TechGirl Financial
Friday May 19, 2023
Tuesday Apr 25, 2023
Tuesday Apr 25, 2023
Episode 182: Planning for Your Dreams
Lena Rizkallah of Conte Wealth Advisors
Wednesday Apr 12, 2023
Wednesday Apr 12, 2023
Episode 181: The Power of Choice
Chris Raup of Ascend Wealth Consulting
Monday Mar 27, 2023
Monday Mar 27, 2023
Episode 180: Persistence and Patience
Chris Marovich of Retirement Design Group