When Disaster Strikes
By Cambridge Investment Research, Inc. (Sponsored) Cambridge Investment Research, Inc. (Sponsored)Kelly Cartier, CERTIFIED FINANCIAL PLANNER® professional and founder of Cartier Financial in Clermont, Florida, walks listeners through the preparation process and how her team communicated with clients and leveraged their business continuity plan.
The Retirement Revolution with Mike Lynch
ThinkAdvisor, sponsored by Jackson National Life Insurance Company
November 21, 2024
American Endowment Foundation Brings Charitable Giving to Local CommunitiesCEO Ron Ransom and Chief People and Culture Officer Paula Hogan explain how the American Endowment Foundation expands philanthropy in the Ohio communities the firm calls home.
November 21, 2024
How Orion Leverages Tech Know-How and Behavioral Finance for AdvisorsOrion CEO Natalie Wolfsen and Chief Behavioral Officer Dr. Daniel Crosby explain how the company supports advisors with a wide range of services.
November 19, 2024
The Long Road to Retirement With Chelsea Ransom-CooperOn this edition of the Ask the Retirement Expert podcast series, Chelsea Ransom-Cooper of Zenith Wealth Partners speaks with ThinkAdvisor Senior Reporter John Manganaro about her experience founding a planning-focused wealth management firm.
November 13, 2024
Representing the Spirit of CambridgeYou don’t want to miss this special episode of Cambridge Stronger as CEO and Co-Chairman of the Board Amy Webber sits down with Cambridge’s associate recipients of the 2024 Spirit of Cambridge Award, Cindy Lowe, Director, Executive Board Liaison, and Jason Conner, Senior Director of Specialized Services.
November 05, 2024
Tackling Seniors' Cost-of-Living Crisis with Shannon BentonIn this episode of the Ask the Retirement Expert podcast series, ThinkAdvisor Senior Reporter John Manganaro speaks with Shannon Benton, executive director of The Senior Citizens League, about the league's important mission.
October 30, 2024
Finding Your FoundationDon't miss this episode of Cambridge Stronger as Qvistgaard shares how, from the very beginning, his journey in our industry helped him develop a well-rounded foundation to navigate his evolution to a leadership role.
October 22, 2024
The Deeper Meaning of Wealth and Retirement with George Nichols IIIGeorge Nichols III, currently the 10th President and CEO of The American College of Financial Services, has thought a lot about the meaning of wealth during his impressive career.