-
Cambridge Stronger Podcast
Episode 119: Transitioning to Succession
Episode 119: Planning for Succession with David Wheat of Axiom Advisors
-
Cambridge Stronger Podcast
Episode 118: Planning for Succession
Episode 118: Planning for Succession with John Rathbun of Graf & Company Financial Management
-
Cambridge Stronger Podcast
Episode 117: IRIA with Family Ties
Episode 117: IRIA with Family Ties with Ed Kohlhepp, Jr. of of Kohlhepp Investment Advisors, LTD
-
Cambridge Stronger Podcast
Episode 116: A Commitment to Service
Episode 116: A Commitment to Service with Parker Consaul of Pivotal Financial
-
Cambridge Stronger Podcast
Episode 115: Reach Out with Encouragement
Episode 115: Reach Out with Encouragement with Kay Knuth of Knuth Financial Life Planning
-
Cambridge Stronger Podcast
Episode 114: Climbing Mountains
Episode 114: Climbing Mountains with Scott Marshall of Marshall Grezlak
-
Cambridge Stronger Podcast
Episode 113: Go Your Own Way
At Cambridge, culture counts and values matter most. We attribute this to our visionary founder of Cambridge, Eric Schwartz.
-
Cambridge Stronger Podcast
Episode 112: Treat People Well
At Cambridge, culture counts and values matter most. We attribute this to our visionary founder of Cambridge, Eric Schwartz.
-
Cambridge Stronger Podcast
Episode 111: Faith in your dreams
Episode 111: Cambridge Stronger, Hosted by Cambridge’s CEO, Amy Webber with Guest Jimmy Williams of Compass Capital Management – Faith in your dreams
-
Cambridge Stronger Podcast
Episode 110: Don’t Give Up
Episode 110: Cambridge Stronger, Hosted by Cambridge’s CEO, Amy Webber with Guest Denny Gustin-Piazza of WealthPlanners ─ Don’t Give Up
-
Cambridge Stronger Podcast
Episode 109: A Drive to Succeed
Episode 109: Cambridge Stronger, Hosted by Cambridge’s CEO, Amy Webber with Shane Westhoelter of Gateway Financial Advisors ─ A Drive to Succeed
-
Special Feature
Episode 108: You Can Be What You Can See
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.
-
Special Feature
Episode 107: Respect & Grace Along the Way
Episode 107: Cambridge CEO Amy Webber Talks with guest Wendy John of Fidelity Investments - Special Feature: Cambridge Black History Month Celebratory Podcast – Respect & Grace Along the Way
-
Cambridge Stronger Podcast
Episode 106: Cambridge CEO Amy Webber talks with guest Jim Regitz of Newport Advisory
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
-
Cambridge Stronger Podcast
Episode 105: Cambridge CEO Amy Webber talks with guest Karl Elsass of Elsass Financial Group
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
-
Cambridge Stronger Podcast
Episode 104: Cambridge CEO Amy Webber talks with guest Steve James of Summit Financial Solutions
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 comprehensive financial services firm as Managing Director of Summit Financial Solutions – coaching colleagues and elevating success
-
Cambridge Stronger Podcast
Episode 103: Cambridge CEO Amy Webber talks with guest Monte Ferguson of Pivotal Financial Advisors
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
-
Cambridge Stronger Podcast
Episode 102: Cambridge CEO Amy Webber talks with guest Wanda Delgado of Insight Financial Advisors
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
-
Cambridge Stronger Podcast
Episode 101: Cambridge CEO Amy Webber talks with guest Lisa Heath of Financial Partners of Louisiana
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