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 Jan 31, 2022
Monday Jan 31, 2022
Episode 149: Coaching On and Off the Court
Cambridge’s CEO, Amy Webber with Guest David Nelson of NelsonCorp Wealth Management
Tuesday Jan 18, 2022
Monday Jan 03, 2022
Monday Jan 03, 2022
Episode 147: Creating a ‘Mini Cambridge’
Cambridge’s CEO, Amy Webber with Guest Dan Harriman of Harriman Financial and Independent Financial Professionals
Monday Dec 27, 2021
Monday Dec 27, 2021
Episode 146: The Magic of a Multigenerational Strategy
Cambridge’s CEO, Amy Webber with Guest Brian Duncan of Duncan Financial Group
Monday Dec 20, 2021
Monday Dec 20, 2021
Episode 145: Adapting to Challenges
Cambridge’s CEO, Amy Webber with Guest Peter Mersberger of Mersberger Financial Group, Inc.
Monday Dec 13, 2021
Monday Dec 13, 2021
Episode 144: Mentoring and a Coaching Mindset
Cambridge’s CEO, Amy Webber with Guest Lisa Sappenfield Boyer of Boyer and Sappenfield Investment Advisors
Monday Dec 06, 2021
Monday Dec 06, 2021
Episode 143: Service Above Success
Cambridge’s CEO, Amy Webber with Guest Mike Merrill of Finity Group, LLC
Monday Nov 29, 2021
Monday Nov 29, 2021
Episode 142: Creating Your Path
Cambridge’s CEO, Amy Webber with Guest Cody Phelps of Jordan Creek Financial Solutions
Monday Nov 22, 2021
Monday Nov 22, 2021
Episode 141: Coming Full Circle
Cambridge’s CEO, Amy Webber with Guest Kevin Komar of ko-Advisors
Monday Nov 15, 2021
Monday Nov 15, 2021
Cambridge’s CEO, Amy Webber with Guest Josh Schwartz of Retirement Plan Advisors