Episode 106: Guest Jim Regitz talks about his journey as a recent college graduate to financial advice and then a regional vice president and ultimately founding partner of Newport Advisory – solving clients problems, mentoring others, and growing his firm – making sure focus is all about the heart.

Episode 106: Guest Jim Regitz talks about his journey as a recent college graduate to financial advice and then a regional vice president and ultimately founding partner of Newport Advisory – solving clients problems, mentoring others, and growing his firm – making sure focus is all about the heart.

Episode 106:&nbsp;Guest Jim Regitz talks about his journey as a recent college graduate to financial advice and then a regional vice president and ultimately founding partner of Newport Advisory – solving clients problems, mentoring others, and growing his firm – making sure focus is all about the heart.

Episode 106: All About the Heart

Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients.

Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most.

Integrity, commitment, kindness, and flexibility are core values driving the spirit of Cambridge, a financial solutions firm serving fee focused and fee only financial professionals with an independent mindset and motivation to make a difference in the lives of others.

New episodes monthly on Apple Podcasts/iTunes, iHeart Radio, Stitcher, and Spotify.

Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.

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Investing

Investing clients want meaningful financial advice. Hear directly from financial professionals on how they deliver quality service with purpose and values to their investing clients. Amy Webber, CEO of Cambridge, hosts Cambridge Stronger – and she invites financial professionals to share their personal stories on how they got their start, what they have learned from clients, and why they believe culture counts and values matter most. Integrity, commitment, kindness, and flexibility are core values driving the spirit of Cambridge, a financial solutions firm serving fee focused and fee only financial professionals with an independent mindset and motivation to make a difference in the lives of others. New episodes monthly on Apple Podcasts/iTunes, iHeart Radio, Stitcher, and Spotify. Testimonial statements and personal experience stories may not be representative of the experience of others and is no guarantee of future performance or success.

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Episode 106: All About the Heart

Episode 106: All About the Heart