lets-talk-cambridge
Let’s talk
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...
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lets-talk-cambridge
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Strona podcastu
Ostatni odcinek
19 mar 2026
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Odcinki
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
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