“The key to success is knowing that what worked two years ago – let alone ten years ago – is not always relevant today.” – Amy Webber

Tune into episode 127 of Let’s Talk as co-hosts Val Vest, Executive Vice President and Chief Experience Officer, and Jeff Wick, First Vice President of Client Solutions, are joined by Amy Webber, CEO and Co-Chairman of the Board at Cambridge. Amy shares her 37-year journey in the independent financial services industry, from starting at a small firm in Madison, Wisconsin, to leading Cambridge’s remarkable growth over the past 26 years.

She also discusses the evolving landscape of financial services, key industry trends, and the firm’s strategic approach to growth, innovation, and leadership. Amy offers insights on the role of AI, how regulatory challenges and expectations could impact innovation and business strategies, and what the future holds for financial professionals.

Join Val, Jeff, and Amy to learn more about:

• Her journey into financial services and leadership at Cambridge
• The firm’s record-breaking growth and key strategies for success
• The importance of culture, flexibility, and long-term sustainability in financial services

Tune in to hear more!
 

¹ ThinkAdvisor LUMINARIES, Class of 2024. Award earned in category of Financial Advisory and Asset Management Firms. Finalists and winners are chosen based on nominations. To learn about the award criteria, visit https://event.thinkadvisor.com/luminaries-awards/criteria.   

² WealthManagement.com, Wealthies Awards, 2022. Award earned for Broker-Dealers (1,000+ advisors). Finalists are chosen based on nominations from industry peers. To learn about the award nomination and selection process, visit https://www.wealthmanagement.com/industry/wealthmanagementcom-announces-2022-wealthies-finalists. 

³ InvestmentNews Magazine, Women to Watch awards recognize women in the industry who have demonstrated success, leadership, ability to effect change, and a willingness to help other female financial professionals and community service. Winners are selected by an InvestmentNews selection committee. For more information on the awards, nomination requirements, and selection process, visit https://www.investmentnews.com/awards-and-recognition/women-to-watch-2022