Let's Talk Podcast
  • Let's Talk Podcast

Episode 127: Navigating Growth, Regulation, and Innovation: A CEO’s Perspective

Jeff Wick, 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

“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, 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

About Amy Webber of Cambridge

Chief Executive Officer and Co-Chairman
Member, Board of Directors and Executive Council

Amy Webber is Chief Executive Officer and Co-Chairman of the Board at Cambridge Investment Group, an independent financial solutions firm serving 3,800 financial professionals and their clients. Hired as the firm’s 22nd associate in 1998, Webber served in a variety of high-ranking roles before becoming the second CEO in Cambridge’s nearly 45-year history, succeeding Founder Eric Schwartz in 2016. She is a member of the Financial Services Institute’s (FSI) Board of Directors, helped establish Cambridge’s Community of Women (CCW), New Century Council, and The Next Step® internship program, and delivers valuable insights through her biweekly ‘Cambridge Stronger’ podcast series.