PODCAST · business
Let’s talk
by lets-talk-cambridge
Let’s Talk is a podcast dedicated to giving Cambridge financial professionals and associates an inside look at key conversations happening at Cambridge. The goal of this series is to provide financial professionals an opportunity to learn more about various Cambridge offerings and resources. The podcast is hosted by Val Vest — Executive Vice President and Chief Experience Officer — and Jeff Wick — Vice President, Client Solutions. It features business leaders and subject matter experts from across the firm as they discuss Cambridge resources and how financial professionals can leverage them to better serve clients and grow their businesses. Episodes are quick and easy to listen to, ranging from 15-20 minutes. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Inve
Episodes
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WealthPort Deep Dive: Insights with Laura Papera
Tune into episode 129 of Let’s Talk as co-hosts Val Vest and Jeff Wick are joined by Laura Papera, Assistant Vice President of Advisory Solutions at Cambridge.
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Let’s Talk @ Ignite: Bold Moves and Career Lessons
Tune into this special live episode of Let’s Talk, recorded at Cambridge’s national conference, Ignite. Co-hosts Val Vest and Jeff Wick are joined by Chris Barone, Managing Partner of Ripcord Partners.
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Let’s Talk @ Ignite: Giving Back Through Luke’s Wings
Tune in to hear how Luke’s Wings is making a difference, one flight at a time.
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Let’s Talk @ Ignite: Building Something Wonderful with Eric Schwartz
Tune in to hear this inspiring conversation with the man behind Cambridge’s foundation and future.
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Embracing AI – Innovation, Efficiency, and the Future of Financial Services
In episode 129 of Let’s Talk, co-hosts Val Vest and Jeff Wick are joined by Erica Molina, Vice President of Product Management at Cambridge, for a conversation on the growing role of artificial intelligence in financial services.
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Planning, Scaling, and Legacy – A Succession Expert’s Insight
Tune into episode 128 of Let’s Talk as co-hosts Val Vest and Jeff Wick are joined by Kris Emick, First Vice President of Succession and Acquisition Solutions at Cambridge.
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Navigating Growth, Regulation, and Innovation: A CEO’s Perspective
Tune into episode 127 of Let’s Talk as co-hosts Val Vest, Executive Vice President and Chief Experience Officer, and Jeff Wick, Vice President of Client Solutions, are joined by Amy Webber, CEO and Co-Chairman of the Board at Cambridge.
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Taking Charge of Your Practice
Brian Reid
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Connecting With the Next Generation
Mark Kelly and Teresa Sutton
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Helping People – The Core of The Business
Dee Morgan
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Leveraging Relationships
Barry Schmidt
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Getting Started and Setting Expectations
Chad George
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Position Your Business for the Future
Nick Blomme
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Exploring Spire Outsourcing
Eric Sawyer
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The Pace of Change
Steve Youhn
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Giving back: The Invest in Others Opportunity
Jeff Vivacqua
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Supporting Our Charitable Reach
Lindsay Haskins
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Listening and Learning
Val Vest
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Networking to Grow Your Business
Tammy Robbins
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It Takes a Village
Amy Webber
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Streamlining Your Workflow One Program At-A-Time
Nick Blomme
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Managing Your Experience with Efficiency and Proficiency
Brenda Hird and Russell Rivera
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Every Transition Journey is Unique
Matt Goodwin
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You Control the Journey
Tammy Robbins
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ABOUT THIS SHOW
Let’s Talk is a podcast dedicated to giving Cambridge financial professionals and associates an inside look at key conversations happening at Cambridge. The goal of this series is to provide financial professionals an opportunity to learn more about various Cambridge offerings and resources. The podcast is hosted by Val Vest — Executive Vice President and Chief Experience Officer — and Jeff Wick — Vice President, Client Solutions. It features business leaders and subject matter experts from across the firm as they discuss Cambridge resources and how financial professionals can leverage them to better serve clients and grow their businesses. Episodes are quick and easy to listen to, ranging from 15-20 minutes. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Inve
HOSTED BY
lets-talk-cambridge
CATEGORIES
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