Let’s talk

WealthPort Deep Dive: Insights with Laura Papera 18.03.2026 13:06 ↓

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.

Let’s Talk @ Ignite: Bold Moves and Career Lessons 16.09.2025 17:13 ↓

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.

Let’s Talk @ Ignite: Giving Back Through Luke’s Wings 22.08.2025 20:39 ↓

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 22.08.2025 32:58 ↓

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 09.07.2025 15:16 ↓

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. 

Planning, Scaling, and Legacy – A Succession Expert’s Insight 23.04.2025 18:18 ↓

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 26.03.2025 37:20 ↓

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. 

Taking Charge of Your Practice 24.03.2025 20:02 ↓

Brian Reid

Connecting With the Next Generation 21.02.2025 17:25 ↓

Mark Kelly and Teresa Sutton

Helping People – The Core of The Business 28.12.2023 13:43 ↓

Dee Morgan

Leveraging Relationships 16.11.2023 20:08 ↓

Barry Schmidt

Getting Started and Setting Expectations 02.11.2023 21:28 ↓

Chad George

Position Your Business for the Future 18.10.2023 21:49 ↓

Nick Blomme

Cambridge Retirement Plan Advisors (RPA): Joining Forces 05.09.2023 17:05 ↓

Ken Mergen

Exploring Spire Outsourcing 21.08.2023 27:04 ↓

Eric Sawyer

The Pace of Change 10.08.2023 17:29 ↓

Steve Youhn

Giving back: The Invest in Others Opportunity 06.03.2023 19:53 ↓

Jeff Vivacqua

Supporting Our Charitable Reach 20.02.2023 10:38 ↓

Lindsay Haskins

Listening and Learning 06.02.2023 13:11 ↓

Val Vest

Networking to Grow Your Business 09.01.2023 14:05 ↓

Tammy Robbins

It Takes a Village 12.12.2022 25:29 ↓

Amy Webber