Episode 252: Where Purpose Meets Planning

What could you accomplish if you stopped waiting until you felt completely ready? Join Amy Webber and Kristen Civin, Assistant Vice President of Practice Management and 2026 InvestmentNews Rising Star honoree1, as they explore how stepping outside your comfort zone can create opportunities for growth, both personally and professionally. Plus, hear how Kristen’s own journey, from starting at Cambridge at 17 to becoming a leader in Practice Management, shaped her belief that sometimes the best growth happens when you say ‘yes’ before you feel completely ready. Join Amy and Kristen as they explore: How to turn big goals into smaller, actionable steps Why embracing feedback and discomfort can help you grow Practical ways to start incorporating AI without feeling overwhelmed 1InvestmentNews 2026 Rising Stars (formerly 40 Under 40). Nominees had to be aged 40 or under (as of October 1, 2026) and be committed to a career in wealth management with a clear passion for the industry. Finalists were chosen based on nominations and winners were selected by an independent judging panel. Award received October 2026.

Ben French of CoreNorth Capital Planning

Thomas Block of Duncan Advisor Resources

Erin Franklin and Jared Ness of Cambridge

Cambridge Stronger Episode 255: Starting Before You’re Ready with Richa Ghosh and Lawson Hachmeister

Cambridge Stronger Episode 254: Aligning Wealth with Purpose with Mike Brady

Amy Webber of Cambridge

Ed Vargo of Burning River Advisory