“There’s a much more extensive courtship that happens at Cambridge because we really try to vet everything in advance to make certain we can apply the value and are the best fit. Ultimately, we want financial professionals to find that happy home.” — Matt Goodwin

When transitioning to a new firm, every journey is unique. It all starts with an extensive courtship followed by a personalized transition plan. From there, the Cambridge team works to support financial professionals to ensure a smooth and successful transition. Tune in to episode 107 of Let’s Talk as Val Vest, Executive Vice President and Chief Experience Officer and co-host of Let’s Talk, sits down with Matt Goodwin, First Vice President, Business Development , to explore the recruitment and transition processes at Cambridge. Matt explains what financial professionals should keep in mind during their transition period — and how to prepare to make the move. He also offers an inside look into the resources available to financial professionals during and after their transition and how to best leverage those tools. Don’t miss this episode of Let’s Talk as Matt shares the many unique ways his team paves the way for financial professionals as they begin their journey with Cambridge.

Join Val and Matt to learn more about:

• The transitional resources available to Cambridge financial professionals
• What to anticipate during the recruitment and transition process
• Best practices for a quick and efficient transition

Tune in to hear more about Cambridge’s commitment to onboarding with confidence!