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TOOLGRID
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Cambridge
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* Episode 132: Family and Finance — The Scarsella Approach
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* Episode 143: Service Above Success
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* Episode 146: The Magic of a Multigenerational
* Episode 147: Creating a ‘Mini Cambridge’
* Episode 148: Integrating Work and Life
* Episode 149: Coaching On and Off the Court
* Episode 150: The Value of a Dollar
* Episode 151: Walking in Their Shoes
* Episode 152: Building My Business My Way
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Business Development Officer
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Officer
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Environment for Independent Financial Professionals
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WealthManagement.com 2020 Industry Awards
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for the Sixth Year
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Financial Professionals Bidirectional Data Sync plus Unique FinTech Solutions
Including eMoney
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Operations
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Management
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Development
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Presidents
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Services
* Cambridge’s Annual Internship Program Ushers in the Next Generation of
Professionals
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Others Catalyst Award
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* Cambridge Advisors Surpass $100 Billion in Assets Under Advisement
* Cambridge and The W Source Working Together
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Integration – Bidirectional Data – Unique FinTech Solutions Including eMoney
* Cambridge New Century Council Celebrates 10 Year Anniversary
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* Cambridge Announces Recipients of Eighth Annual Jim Guy Memorial Scholarship
* Nick Graham Selected as 2021 WealthManagement.com Industry Awards Chief
Technology Officer of the Year Finalist
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* Cambridge Receives Honors as Part of ThinkAdvisor LUMINARIES Class of 2021
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2021
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WealthManagement.com
* Cambridge Named 2021 Top Workplace for 11th Consecutive Year
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* Cambridge Announces Ninth Annual Jim Guy Memorial Scholarship Program
* Von D. Cook II Elected Member of FSI Board of Directors
* Cambridge President and CEO Amy Webber Elected Member of FSI Board of
Directors
* Cambridge Recognized by Nashville Based Non-profit
* Cambridge Awarded 2022 Top Workplace USA Recognition
* Cambridge Promotes Sarah Berner to Vice President of Operations
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Creative Marketing
* Cambridge Press Release March
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* Cambridge Partners with Retirement Plan Advisors to Launch Public Sector
Retirement Plan Offering
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* Cambridge Executive Vice President & Chief Marketing Officer Jeff Vivacqua
Elected Vice-Chair of Board of Directors for International Non-Profit
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* Cambridge Financial Professional Transition and Client Privacy Guide –
Cambridge
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* Broker-dealer and RIA Transitions Made Easy
* Cambridge Compliance Support
* Cambridge Offers Peer Networking Opportunities
* Flexible Technology Platform
* Investment Product Options
* Consulting
* Practice Management Solutions
* Cambridge Community of Women
* High Speed Financial Professional Growth
* Social and Sustainable Investing
* Marketing Services
* Succession
* Marketing and Office Support Outsourcing
* Broker-dealer and RIA Transitions Made Easy
* Cambridge Compliance Support
* Cambridge Offers Peer Networking Opportunities
* CLIC: Integrated Account Servicing Platform
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* Cambridge Financial Professional Transition and Client Privacy Guide –
Cambridge
* Investors | Form CRS | Account Login
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* * What's Your Journey?
Independent Financial Advisor Registered Investment Advisor Broker-Dealer
Office of Supervisory Jurisdiction Financial Institutions Partners
INDEPENDENT FINANCIAL ADVISOR
As an independent advisor at Cambridge, we’ll give you the flexibility to
run your business and help clients reach their investing goals.
Learn More About Solutions for Independent Advisors
REGISTERED INVESTMENT ADVISOR
Experience the freedom of building your RIA while leveraging the resources
and support to further grow your legacy.
Learn More About Solutions for Independent Advisors
BROKER-DEALER
Maintain autonomy and infrastructure while developing scalability for your
broker-dealer.
The resources and support you need to thrive are a click away.
OFFICE OF SUPERVISORY JURISDICTION
As an Office of Supervisory Jurisdiction (OSJ), you thrive when your
financial professionals thrive. We support OSJs with tailored solutions
designed to help you meet the unique needs of your financial professionals.
Learn More About Solutions for Independent Advisors
FINANCIAL INSTITUTIONS
Choose from various program structures, unique compensation arrangements,
and custom client ownership scenarios that are fully adaptable to your
financial institution.
Discover solutions designed to support your growth.
PARTNERS
Celebrating 40 Years Together
* Solutions
Innovative Technology Investment Products Practice Management Marketing
Services Succession and Acquisition Outsourcing Simplified Transitions
Compliance Peer Networking Turnkey Office Opportunities
INNOVATIVE TECHNOLOGY
Cambridge’s technology makes it possible to enhance client value while
reducing frustrations.
Schedule a technology demo.
WEALTHPORT: CUSTOMIZABLE ASSET MANAGEMENT SOLUTIONS
CLIC: INTEGRATED ACCOUNT SERVICING PLATFORM
INVESTMENT PRODUCTS
Cambridge offers the broadest range of investment products so you can
deliver holistic advice.
Experience the freedom to choose the best products for each client.
PRACTICE MANAGEMENT
Achieve your goals with consulting and coaching from Cambridge’s Practice
Management team.
Take your business to the next level with consulting and coaching.
PRACTICE MANAGEMENT SOLUTIONS
CAMBRIDGE COMMUNITY OF WOMEN
HIGH SPEED FINANCIAL PROFESSIONAL GROWTH
SOCIAL AND SUSTAINABLE INVESTING
MARKETING SERVICES
Engage with clients, reach more prospects, and build credibility with
Cambridge’s Marketing and Communications solutions.
Get noticed by prospective clients.
SUCCESSION AND ACQUISITION
Cambridge helps financial professionals create succession plans and
acquire, sell, or merge businesses.
Let us guide you through plan a staged pullback, full retirement, or a
practice acquisition.
OUTSOURCING
Cambridge Source offers practice advancement consulting and professional
development opportunities.
Get time back in your day to grow your practice.
SIMPLIFIED TRANSITIONS
A smooth transition is critical. Cambridge provides comprehensive support
to efficiently move your book.
Begin your journey
COMPLIANCE
Run your business confidently with flexible compliance support.
“Common-sense” compliance is a call or click away.
PEER NETWORKING
Cambridge financial advisors can network with peers via online communities
as well as virtual and in-person events.
Start making connections.
* Insights & Events
Cambridge Insights Cambridge Events Cambridge Stronger Podcast
CAMBRIDGE INSIGHTS
Cambridge offers helpful information and perspectives for the financial
professional to aid them in serving the needs of their investing clients.
Cambridge Whitepapers
GROWTH STRATEGIES FOR FINANCIAL ADVISORS: A GUIDE TO BUSINESS BUILDING
THE PILLARS OF TRUE INDEPENDENCE
OPPORTUNITIES FOR WOMEN IN THE ADVICE INDUSTRY
DEVELOPING A SUSTAINABLE PLAN FOR PURPOSEFUL BUSINESS GROWTH
ESG AND SOCIALLY RESPONSIBLE INVESTING STRATEGIES
REMAINING RELEVANT WITH NEXT GENERATION INVESTORS DURING THE GREAT WEALTH
TRANSFER
TIPS FOR IMPLEMENTING A FEE-BASED OR FEE-ONLY BUSINESS MODEL
HOW THE TRANSITION EXPERIENCE CAN MAKE — OR BREAK — A FINANCIAL ADVISOR
MOVE
THE IMPORTANCE OF CONTINUITY PLANNING
SIX STEPS TO SUCCESSION PLANNING
THE ART AND SCIENCE OF A DEAL: YOUR GUIDE TO ACQUIRING A PRACTICE
PARTNER WITH CAMBRIDGE FOR SUCCESSFUL GROWTH AND RECRUITING
FACTORS YOU SHOULD NOT OVERLOOK IN SELECTING A BROKER-DEALER OR A
REGISTERED INVESTMENT ADVISOR
40 TIPS FROM 40 YEARS OF SERVING INDEPENDENT FINANCIAL PROFESSIONALS
BUILD YOUR OSJ LEGACY WITH CAMBRIDGE
CRITICAL QUESTIONS TO PLAN YOUR TRANSITION
NEVER TRANSITION ALONE
GROW YOUR FINANCIAL PRACTICE WITH OUTSOURCING SUPPORT
A NEW AGE OF INVESTING – WHERE WOMEN ARE RISING
ADVISOR TRANSITION GUIDE: STEPS TO PREPARE YOUR BRAND AND CLIENTS
FIVE REASONS OSJ LEADERS CHOOSE CAMBRIDGE
CAMBRIDGE EVENTS
Cambridge providing a range of resources designed to steadily grow the size
and scope of your practice.
Learn More About Solutions for Independent Advisors
CAMBRIDGE STRONGER PODCAST
Cambridge Stronger is a podcast and blog series hosted by Cambridge's CEO
Amy Webber. It is produced by Cambridge – a financial solutions firm where
culture counts and values matter most.
Cambridge Stronger Podcast
EPISODE 101: THE LUCKIEST LIFE
EPISODE 102: THE CHAIN OF HELPING PEOPLE
EPISODE 103: SERVING LEADERS
EPISODE 104: ELEVATING SUCCESS
EPISODE 105: STRENGTH FROM HELPING OTHERS
EPISODE 106: ALL ABOUT THE HEART
EPISODE 107: RESPECT & GRACE ALONG THE WAY
EPISODE 108: YOU CAN BE WHAT YOU CAN SEE
EPISODE 109: A DRIVE TO SUCCEED
EPISODE 110: DON’T GIVE UP
EPISODE 111: FAITH IN YOUR DREAMS
EPISODE 112: TREAT PEOPLE WELL
EPISODE 113: GO YOUR OWN WAY
EPISODE 114: CLIMBING MOUNTAINS
EPISODE 115: REACH OUT WITH ENCOURAGEMENT
EPISODE 116: A COMMITMENT TO SERVICE
EPISODE 117: IRIA WITH FAMILY TIES
EPISODE 118: PLANNING FOR SUCCESSION
EPISODE 119: TRANSITIONING TO SUCCESSION
EPISODE 120: FINDING YOUR MARKET
EPISODE 121: SERVING CLIENTS FROM THE MIDWEST AND SOUTHWEST
EPISODE 122: FORMING STRONG CLIENT RELATIONSHIPS
EPISODE 123: DISCOVERING A NICHE
EPISODE 124: THE VALUE OF PERSEVERANCE
EPISODE 125: BUILDING AN INNOVATIVE STRATEGY
EPISODE 126: MAKING A POSITIVE DIFFERENCE
EPISODE 127: FROM MUSIC TO FINANCIAL SERVICES — AN UNEXPECTED JOURNEY
EPISODE 128: EMBARK, EXPLORE, DISCOVER
EPISODE 129: FINDING YOUR PURPOSE
EPISODE 130: COACHING CLIENTS THE RIGHT WAY
EPISODE 131: FINDING YOUR VOICE
EPISODE 132: FAMILY AND FINANCE — THE SCARSELLA APPROACH
EPISODE 133: FINDING STRONG MENTORS
EPISODE 134: LET YOUR VALUES GUIDE YOU
EPISODE 135: CHARTING A PATH TO FINANCIAL SERVICES
EPISODE 136: SHOOTING FOR THE STARS
EPISODE 137: SERVING TECHNOLOGY LEADERS
EPISODE 138: GOING ABOVE THE CALL OF DUTY
EPISODE 139: FINDING INDEPENDENCE
EPISODE 140: COLLABORATING FOR SUCCESS
EPISODE 141: COMING FULL CIRCLE
EPISODE 142: CREATING YOUR PATH
EPISODE 143: SERVICE ABOVE SUCCESS
EPISODE 144: MENTORING AND A COACHING MINDSET
EPISODE 145: ADAPTING TO CHALLENGES
EPISODE 146: THE MAGIC OF A MULTIGENERATIONAL
EPISODE 147: CREATING A ‘MINI CAMBRIDGE’
EPISODE 148: INTEGRATING WORK AND LIFE
EPISODE 149: COACHING ON AND OFF THE COURT
EPISODE 150: THE VALUE OF A DOLLAR
EPISODE 151: WALKING IN THEIR SHOES
EPISODE 152: BUILDING MY BUSINESS MY WAY
EPISODE 153: A MATTER OF TIME
EPISODE 154: THE BEST OF BOTH WORLDS
EPISODE 155: THE JOURNEY TO DIGITIZATION
EPISODE 156: RETURNING TO THE FUNDAMENTALS
EPISODE 157: A 3D VIEW OF SOCIAL INVESTING
EPISODE 158: YOU DESERVE TO BE HERE
EPISODE 159: KEEPING YOUR HARVEST IN MIND
EPISODE 160: FINDING THE PERFECT FIT
EPISODE 161: CHARTING A COURSE FOR YOUNG PROFESSIONALS
EPISODE 162: TAKING 'THE NEXT STEP'
EPISODE 163: A NOBLE PROFESSION
EPISODE 164: THE PLAN COMES FIRST
EPISODE 165: TAKING A PROACTIVE APPROACH
EPISODE 166: PRACTICING PATIENCE
EPISODE 167: FINDING YOUR FULFILLMENT
EPISODE 168: PAYING YOUR FUTURE SELF
EPISODE 169: LEADING WITH INTEGRITY
EPISODE 170: ATTITUDE AND EFFORT
EPISODE 171: NEXT IN LINE
EPISODE 172: FORGING THE PATH FOR OPPORTUNITY
EPISODE 173: INVESTING EARLY
EPISODE 174: THE VALUE OF TRUST
EPISODE 175: PAYING IT BACKWARDS
EPISODE 176: A BALANCING ACT
EPISODE 177: THINKING OUT-OF-THE BOX
EPISODE 178: USING MY VOICE FOR GOOD
EPISODE 179: ONE SIZE NEVER FITS ALL
EPISODE 180: PERSISTENCE AND PATIENCE
EPISODE 181: THE POWER OF CHOICE
EPISODE 182: PLANNING FOR YOUR DREAMS
EPISODE 183: SEE THE PEOPLE
EPISODE 184: LEADING A WORK-OPTIONAL LIFESTYLE
EPISODE 185: OPENING YOUR HEART AND MIND
EPISODE 186: A SERVICE MINDSET
EPISODE 187: FINDING YOUR FINANCIAL TEAMMATE
EPISODE 188: FINDING STRENGTH IN EACH OTHER
EPISODE 189: CREATING HONEST CONVERSATIONS
EPISODE 190: THE HEART OF THE INDUSTRY
EPISODE 192: IT BEGINS WITH A FOUNDATION
EPISODE 193: STARTING THE CONVERSATION WITH EMPATHY
EPISODE 194: ESTABLISHING YOUR BALANCING ACT
EPISODE 195: BE THE CHANGE
EPISODE 196: JOURNEY TO INDEPENDENCE
EPISODE 197: BUYING YOUR TIME BACK
EPISODE 198: PROVIDING A FINANCIAL GAME PLAN
EPISODE 199: REMAINING RELATABLE
EPISODE 200: BUILDING FINANCIAL FREEDOM
* About Cambridge
Overview Cambridge Leadership The Cambridge Foundation Cambridge News
Cambridge Careers Awards and Recognition Frequently Asked Questions Contact
Cambridge Jim Guy Memorial Scholarship Program
OVERVIEW
Cambridge is an independent broker-dealer/RIA serving the needs of
independent financial advisors for more than 40 years.
Why Cambridge
CAMBRIDGE LEADERSHIP
We are honored to be among the most respected firms in the industry. We are
innovators, problem solvers, and game changers. We are independent. We are
Cambridge.
Independence & Leadership
AMY WEBBER
ERIC SCHWARTZ
COLLEEN BELL
DAN SULLIVAN
JEFF VIVACQUA
NICK GRAHAM
RICK BOYLES
SETH MILLER
TAMMY ROBBINS
ANDREA SHAFER
GREG TURNER
VALARIE VEST
EDDIE ROLLINS
THE CAMBRIDGE FOUNDATION
At Cambridge, we believe culture counts, values matter most, and by working
together, we will make a positive difference in our communities. The
Cambridge Foundation’s mission is to be a valued member of our extended
community, adding to its quality of life economically and culturally.
The Cambridge Foundation
CAMBRIDGE NEWS
We are actively engaged across the advice industry as well as in the
communities where our associates work and live. Please direct inquiries to
Cambridge’s Public Relations team.
Cambridge News
CAMBRIDGE INVESTMENT RESEARCH, INC. SELECTS ADVICEPAY TO PROPEL FEE FOR
SERVICE FINANCIAL PLANNING STRATEGY
CAMBRIDGE INDEPENDENT FINANCIAL PROFESSIONALS QUALIFY FOR 2020 WIFS CIRCLE
OF EXCELLENCE
THOM FREISMUTH OF HUB INTERNATIONAL NAMED TO 2020 FINANCIAL TIMES TOP 401
RETIREMENT PLAN ADVISERS LIST
CAMBRIDGE WELCOMES FCG ADVISORS
CAMBRIDGE WELCOMES TAMMY ROBBINS AS EXECUTIVE VICE PRESIDENT AND CHIEF
BUSINESS DEVELOPMENT OFFICER
CAMBRIDGE HONORS DENNY GUSTIN-PIAZZA, JIMMY WILLIAMS, AND SHANE WESTHOELTER
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