Let’s Talk

Episode 137: From Internship to CEO

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.

Building Advisor-First Technology: Insights from CTO Sean Van Moorleghem

Let’s Talk @ Ignite: Balancing Numbers and Humanity

Let’s Talk @ Ignite: From Service to Strategy

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…

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.

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.

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…

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.

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…

Taking Charge of Your Practice

Brian Reid

Connecting With the Next Generation

Mark Kelly and Teresa Sutton

Helping People – The Core of The Business

Dee Morgan

Leveraging Relationships

Barry Schmidt

Getting Started and Setting Expectations

Chad George

Position Your Business for the Future

Nick Blomme

Cambridge Retirement Plan Advisors (RPA): Joining Forces

Ken Mergen

Exploring Spire Outsourcing

Eric Sawyer

The Pace of Change

Steve Youhn