Are you building your business for today or preparing it for what’s next? Episode 260 of Cambridge Stronger explores ways to strengthen client relationships, create a plan for continuity, prepare future leaders, and make technology work harder for your business. 🎧 Listen to Building the Future Before You Need It: joincambridge.com/insights/c…

What does it take to make your voice heard on the issues shaping independent financial advice? Recorded live at Ignite, Jeff Wick and Val Vest sit down with Dale Brown, founding president and CEO of FSI, to talk advocacy, trust, and the future of the profession. From making a greater impact on issues affecting advisors and their clients to strengthening key relationships, Dale shares practical insights advisors can take back to their businesses. 🎧 Tune in to this special episode of Let’s Talk. joincambridge.com/insights/l…

You’ve seen Shad Kunkle take the stage at Ignite. Now, we’re turning the mic on him. 🎤 Recorded live at Ignite, Jeff Wick and Val Vest sit down with Shad for a fun, honest conversation about storytelling, resilience, communication, and personal growth. Hear how Shad has learned to navigate rejection, connect with an audience, help others grow, and keep moving forward when things don’t go as planned. 🎧 Listen to the latest episode of Let’s Talk. joincambridge.com/insights/l…

AI. Cybersecurity. Client trust. The stakes are high, and the landscape is changing fast. Recorded live from Ignite, Jeff Wick and Val Vest sit down with cybersecurity expert and former White House Chief Information Officer Theresa Payton for a practical conversation about embracing AI responsibly, protecting sensitive information, and making confident decisions when the path forward isn’t always clear. 🎧 Catch Episode 142 now. joincambridge.com/insights/l…

What a great two days in Fairfield! This week, the Fairfield office welcomed financial professionals and their teams from across the Cambridge community for our Office Solutions Workshop (OSW), bringing together learning, collaboration, and connection. Attendees explored Cambridge solutions, exchanged ideas, and built relationships with peers and home office teams. Thank you to everyone who joined us in Fairfield. We loved having the opportunity to connect, share ideas, and showcase what makes Cambridge unique. Here's to the new connections and valuable conversations that will continue long after the workshop ends! ✨

Can handing off portfolio management actually help you become a more effective advisor? Recorded live at Ignite, Karl Elsass and Mark Dudycha join Val Vest and Jeff Wick to share how CAAP has helped them create capacity, strengthen client relationships, and grow their businesses over the years. Tune in for practical insights from two advisors who have experienced the impact firsthand. 🎧 Listen now. bit.ly/3VGQabS

AI isn't replacing advisors. It's helping them work smarter. Recorded live at Ignite, this episode dives into practical ways advisors can use AI to improve efficiency, strengthen client service, and create more time for meaningful conversations. Join Jeff Wick, Val Vest, David Talley, and Brooke Ramos Fritz for actionable insights, real examples, and simple steps to help you get started. 🎧 Listen now: joincambridge.com/insights/l…

What does it mean to give a child an experience they’ll never forget? 💛 Recorded live at Ignite, Jeff Wick sits down with Wanda Curtis of Sunshine Foundation, Cambridge’s 2026 Ignite charity, to share the stories behind the dreams they help bring to life and the lasting impact those experiences can have on families. 🎧 Listen to the latest Let’s Talk @ Ignite episode. joincambridge.com/insights/l…

AI is changing the industry. Strong leadership is becoming even more important. So what should advisors be focusing on now? In this special Let's Talk at Ignite episode, Amy Webber joins Val Vest and Jeff Wick to share her perspective on the trends shaping the future of independent financial advice, from AI and growth strategies to the leadership qualities that help firms thrive. Tune in for practical insights on preparing your business for what's next! 🎙️ bit.ly/4i7MuIO

Another Cambridge Advisory Summit comes to a close today! As the industry continues its shift toward fee-based business, our 2026 Advisory Summit brought advisors together for some timely conversations on investment management, business growth, marketplace trends, due diligence, regulatory updates, and other topics impacting their businesses. To cap things off, we had the pleasure of welcoming Michael Kitces to the stage this morning, where he shared his perspective on the latest trends in financial planning. Thank you to all of the advisors, speakers, and partners who joined us in Irvine, TX for a great couple of days of learning and growth!

The journey begins! We're excited to kick off the first-ever Next Gen Financial Professional Training Program. This inaugural cohort brings together emerging financial professionals who are committed to accelerating their growth, expanding their industry knowledge, and building meaningful connections. Over the next 10 weeks, participants will develop new skills, gain valuable insights, and collaborate with peers and industry leaders as they invest in their future success. We're looking forward to an incredible journey ahead and can't wait to see what this group accomplishes. #NextGen #ProfessionalDevelopment #FinancialProfessionals #LeadershipDevelopment #FutureFocused

How much impact is lost while we wait for the perfect plan? CoreNorth advisor and 2026 Invest in Others Catalyst Award recipient Ben French shares why action often matters more than having every answer — and how one decision to help can grow into something much bigger. Listen now: joincambridge.com/insights/c… #CambridgeStronger

16-for-16 . . . For the 16th consecutive year, Cambridge has been named a Top Workplace in Iowa by the Des Moines Register! Based on associate feedback collected by Energage, we were included in the list among large companies that employ over 500 associates and are now one of just four companies in Iowa to earn a spot on the Top Workplaces Iowa list every year since 2011. A sincere thank you to all of the associates who make Cambridge such a great place to learn, grow, and build a rewarding career! Learn More: joincambridge.com/about-camb…

Is it just us, or is anyone else already missing #CambridgeIgnite? All week long, our mainstage was packed with conversations about AI and innovation, new resources to drive advisor growth, the latest developments in regulation and cybersecurity, and so much more as Cambridge leaders including CEO Amy Webber and Presidents Colleen Bell, Jeff Vivacqua, and Seth Miller shared insights on where we’re headed and the opportunities ahead. We even had a chance to present the Sunshine Foundation with a check of more than $80,000, raised throughout the week thanks to the generosity of our advisors and their teams. 💙 It was an awesome week of learning, growth, and connection, and we’re already counting down the days to Ignite 2027 in Dallas, TX!

Congratulations to Cambridge advisor Ben French on receiving the 2026 Invest in Others Catalyst Award. As founder and president of Shepherd’s Way, Ben was recognized for his dedication to helping adults with intellectual and developmental disabilities build independence, connection, and meaningful lives. The award includes a $75,000 grant to support Shepherd’s Way and its mission. Read more in our press release: joincambridge.com/about-camb… #InvestInOthers

Putting together an event like #CambridgeIgnite takes a small army. With the conference coming to a close, we want to give a huge shoutout to all our fantastic Event Planning and Marketing teams, as well as our Ignite Crew, for making this such an exceptional week! These groups work tirelessly year-round to produce a world-class event, and they somehow manage to raise the bar every year. #CambridgeIgnite wouldn’t be possible without you! 👏👏

We saved one of our favorite #CambridgeIgnite moments for last: presenting a check to this year’s Ignite charity. Thanks to the generosity of our Cambridge Nation Family, we raised more than $81,000 for the Sunshine Foundation. 💙💛 A sincere thank you to everyone who donated their time, effort, and resources this week in support of an incredible cause. We are forever grateful to be part of a community that really does care about making a difference. #CambridgeCares

Throughout #CambridgeIgnite, our keynote speakers informed, entertained, and challenged us to think differently. A huge thank you to these guest presenters who shared their wisdom all week long and gave our advisors plenty of practical takeaways! ▪ Will Guidara — Drawing on his experience as an entrepreneur, restaurateur, and best-selling author, Will showed advisors how to create unforgettable client experiences by adopting a mindset of Unreasonable Hospitality. ▪ Brian Wesbury — As Chief Economist at First Trust Advisors, Brian helped make sense of a complex economic and market landscape and offered insights to help navigate what’s ahead. ▪ Theresa Payton — Having served as the first Chief Information Officer in the history of the White House, Theresa is a leading voice on AI, cybersecurity, and emerging technology and shared how advisors can leverage these tools to grow, and protect, their businesses. A special thank you as well to Cambridge Founder Eric Schwartz, CEO Amy Webber, and Presidents Colleen Bell, Jeff Vivacqua, and Seth Miller for their insightful presentations!

That’s a wrap from our Let’s Talk podcast studio at #CambridgeIgnite! 🎙️ We recorded our final two episodes today, featuring conversations with Theresa Payton, Founder and CEO of Fortalice Solutions, and Dale Brown, CEO of FSI. Big thanks to Val Vest, Jeff Wick, and all of our guests for some truly awesome conversations and mic drop moments!

Building a strong business is one thing. Growing and protecting it for the future takes the right people and advocates in your corner. This morning at #CambridgeIgnite, leaders of our Advocacy and Administration division took the stage for a conversation about building teams and relationships, creating greater efficiency, and staying ahead of risks. The conversation continued with Seth Miller and FSI CEO Dale Brown, who shared their perspectives on the regulatory landscape and the important work underway to advocate for independent financial advisors in Washington. A big thank you to Seth, Dale, Andrea Shafer, Will Briggs, Rick Kuhlman, and Steve Youhn for sharing some knowledge and helping #CambridgeNation prepare for what’s ahead!