Let’s talk

著者: lets-talk-cambridge
  • サマリー

  • Let’s Talk is a podcast dedicated to giving Cambridge financial professionals and associates an inside look at key conversations happening at Cambridge. The goal of this series is to provide financial professionals 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 — 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 can leverage them to better serve clients and grow their businesses. Episodes are quick and easy to listen to, ranging from 15-20 minutes. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
    Copyright 2022 All rights reserved.
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あらすじ・解説

Let’s Talk is a podcast dedicated to giving Cambridge financial professionals and associates an inside look at key conversations happening at Cambridge. The goal of this series is to provide financial professionals 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 — 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 can leverage them to better serve clients and grow their businesses. Episodes are quick and easy to listen to, ranging from 15-20 minutes. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly-owned subsidiaries of Cambridge Investment Group, Inc.
Copyright 2022 All rights reserved.
エピソード
  • Episode 126: Helping People – The Core of The Business
    2023/12/28
    14 分
  • Episode 125: Leveraging Relationships
    2023/11/16
    20 分
  • Episode 124: Getting Started and Setting Expectations
    2023/11/02
    21 分

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