Getting Started and Setting Expectations

Let’s Talk is a podcast dedicated to providing an inside look at key conversations going on in the financial services industry and at Cambridge. The goal of this series is to provide listeners 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 and their teams can leverage them to better serve clients and grow their businesses. These leaders also weigh in on key developments affecting our industry and give an inside look at what life at Cambridge is all about.

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Getting Started and Setting Expectations

Getting Started and Setting Expectations