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, Google Podcasts, 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. Copyright © 2020 Cambridge Investment Research, Inc. All rights reserved. Member FINRA / SIPC
Tune in for an inspiring conversation on living purposefully and creating a positive impact at every level.
McKylie Hoff of Hoff Financial Services
Ali Main and Shairvi Sardana of Iowa State University
Chelsea Scomak of Via Brio
Dale Brown of Financial Services Institute
Chris Gall of Luminous Financial Group
Angela Ribuffo of Raion Financial Strategies
Nick Cantrell of Green Future Wealth Management
Andi Kang of Crown Wealth Management
Jason Baker of Baker Wealth Management
Nathan Young of The Rosselott Financial Group
Valarie Vest of Cambridge Investment Research
Tony Diar Bakerli of T2 Global Advisors
David Talley of Talley Financial
Max Kosman and Sean Schaeffer of Rosselot Financial Group
Morae Metcalf and Whitney Pacha of Cambridge
Allan Robertson and Sydney Robertson of Cambridge Inverstment Research
Ellis Baum of Tiger Investment Services
Episode 219: When Disaster Strikes Kelly Cartier of Cartier Financial
Episode 218: Financial Peace of Mind Cristen Morgan of Lake Norman Financial Group
Larry Qvistgaard of Duncan Advisor Resources
Deanna Spear of Wernick Spear Wealth Managers
Tatum Baxter and Alan Schiess of Cambridge Investment Research
Mike Schuster of Schuster Anderson Wealth Advisors
Regina Quirk of Strategic Financial Services
Episode 208: Living by Your Core Values Kay Black and Morae Metcalf of Cambridge
Episode 207: It's Okay to Be You Traci Shughart of Premier Wealth Management
Episode 206: Owning Your Situation Lisa Werner of Marketplace Financial Group, LLC
Episode 205: Turning Tragedy into Opportunity Danielle Howard of Wealth by Design, LLC
Lane Clevenger of Clevenger Financial
Jen Schaefer of Capital Advisors
Episode 202: Discovering Your “Aha” Moment Anthony Bartlett of Bartlett Wealth Management
Episode 201: Digging Out of Debt Nick Daugherty of FinancialCop LLC
Episode 200: Building Financial Freedom Mahesh Odhrani of Strategic Wealth Design
Episode 199: Remaining Relatable Kristina Paz of Sopris Wealth Advisors
Episode 198: Providing a Financial Game Plan Adam Freeland of Harford Financial Group
Episode 197: Buying Your Time Back Walter Scott of Whelan Scott Asset Management
Episode 196: Journey to Independence Lucila Williams of Lotus Financial Partners
Episode 195: Be The Change Rob Young of Blue Dot Wealth Management
Episode 194: Establishing Your Balancing Act Steve Nearman of Nearman Financial Consulting
Episode 193: Starting the Conversation With Empathy Debbie Ash of Ashbridge Financial Solutions
Episode 192: It Begins With a Foundation Divam Mehta of Mehta Financial Group
Episode 191: Independence Doesn't Mean Being Alone April Booth of TAG Advisors
Episode 190: The Heart of the Industry Jamie Blakley of Successful Financial Strategies
Episode 189: Creating Honest Conversations Dan Karlsberg of Freedom Trail Wealth at Dove Mountain
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