Let’s Talk is our podcast featuring business leaders from across the firm as they share insights and key conversations happening at Cambridge.
About Let's Talk
Val Vest & Jeff Wick - Let's Talk Podcast
Let’s Talk is a podcast dedicated to providing an inside look at key conversations going on in the financial services industry and at Cambridge. The goal of this series is to provide listeners 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 — First 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, and their teams can leverage them to better serve clients and grow their businesses. These leaders also weigh in on key developments affecting our industry and give an inside look at what life at Cambridge is all about.
Val Vest is Executive Vice President and Chief Experience Officer at Cambridge. With more than 20 years of experience in the financial services industry, Val collaborates with teams across the firm to shape key client-centric strategies and deliver exceptional financial professional and associate experiences. Working closely with financial professionals, associates, and members of Cambridge’s executive and leadership teams, she works to identify emerging trends and translate insights into actionable strategies that create growth and meaningful engagement across all touchpoints.
Jeff Wick is First Vice President of Client Solutions at Cambridge and has more than 20 years of experience in sales, operations, and relationship management within the financial services industry. Since joining Cambridge in 2015, he has played an important role in shaping the firm’s Client Solutions offerings, including WealthPort® — Cambridge’s comprehensive managed account experience. In his role, Jeff works with members of Client Solutions and Business Development to drive strategic innovation. His focus on delivering and executing forward-thinking solutions helps financial professionals elevate their client experience and grow their businesses with confidence.
Latest Episodes
Episode 128: Planning, Scaling, and Legacy – A Succession Expert’s Insight
Jeff Wick, First Vice President of Client Solutions
Val Vest, Executive Vice President and Chief Experience Officer
Kris Emick, First Vice President, Succession and Acquisition Solutions
Episode 127: Navigating Growth, Regulation, and Innovation: A CEO’s Perspective
Jeff Wick, First Vice President of Client Solutions
Val Vest, Executive Vice President and Chief Experience Officer
Amy Webber, CEO and Co-Chairman of the Board at Cambridge
Episodes
Cambridge Investment Research, Inc.
1776 Pleasant Plain Road, Fairfield, IA 52556-8757
Business Development: 877.688.2369
Reception: 800.777.6080
