Let's Talk Podcast
  • Let's Talk Podcast

Episode 124: Getting Started and Setting Expectations

Chad George

“There’s so much information we all experience swirling around out there. And our financial professionals want to be that voice of reason and provide stability. And so, it's so important to have your marketing engine and communications aligned with that concept.” — Chad George

At Cambridge, we understand time is our financial professionals’ most important resource. Now is your chance to learn more about Cambridge Source, our in-house outsourcing solution. Cambridge Source offers various services to help you get back time in your day by driving efficiency and helping you run your business. Tune into episode 124 of Let’s Talk as co-host, Jeff Wick, Vice President of Client Solutions, is joined by Chad George, Vice President of Source. Chad shares some of the 13-plus different programs that are available through Cambridge Source and which programs he sees most leveraged by financial professionals. He also provides an inside look at what financial professionals can expect in the future from the Cambridge Source team and where financial professionals can get the latest and most up-to-date information.

Join Jeff and Chad to learn more about:

  • The resources available through Cambridge Source
  • How different offerings can drive efficiency and productivity
  • Where financial professionals can find more information

Tune in to hear more!

About Chad George

Vice President, Source

Chad George joined Cambridge in 2015 with more than 25 years of experience in the financial services industry, with an emphasis in business consulting and project management. In his role, George oversees all Source offerings, including the Office Assistant program, human resources and business consulting, professional development, technology and cybersecurity services, customized marketing, website design, social media management, and more. George previously served as Vice President of Business Consulting, where he led an advanced business consulting team that works with financial professionals to enhance fundamental business areas. George earned a bachelor’s degree from Westmont College and a Master of Business Administration from Pepperdine University. Additionally, he holds the FINRA Series 7 and 66 licenses.