Best of the Best 2023

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BROKER-DEALERS: 1,000 Advisors or More Thought Leadership

CAMBRIDGE INVESTMENT RESEARCH, INC.

Let’s Talk Podcast

Cambridge’s Let’s Talk podcast is dedicated to giving Cambridge financial professionals and associates an inside look at key conversations happening at the firm. The podcast debuted in July 2022 and was designed to provide financial professionals an opportunity to learn more about various Cambridge offerings and resources. Let’s Talk is hosted by Val Vest, Senior 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 can leverage them to better serve clients and grow their businesses. Episodes are quick and easy to listen to, ranging from 15-20 minutes, and release every other Monday on CIR2.com, Cambridge’s financial professional portal.

Cambridge Investment Research, Inc. is an internally controlled and operated financial solutions firm focused on serving independent financial professionals and their clients. Founded in 1981, Cambridge serves over 3,800 financial professionals and provides a broad range of solutions in the areas of advice, technology, business growth, consulting, outsourcing, and more. Cambridge employs over 900 associates and has been named a Top Workplace in Iowa 12 times, and a Top Workplace USA three times. Cambridge is located in Fairfield, Iowa and Phoenix, Arizona.

www.joincambridge.com

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WealthManagement.com

*NOTE: Company descriptions are effective as of the date of nomination submission (February – May 2023). For updated facts and figures since that timeframe, please contact the nominated company.

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