• TBR-S3-Ep2- Marguerita Cheng

  • Nov 14 2022
  • Duración: 35 m
  • Podcast

TBR-S3-Ep2- Marguerita Cheng

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  • Resumen

  • Marguerita Cheng: Her Advice on everything from building her practice from scratch and becoming referrable to the importance of empathy, ethics and risk.

    In this episode, the CEO of Blue Ocean Global Wealth, shares how she used her own life experience to jumpstart her career as a planner, the keys to making yourself referrable and the undeniable power of empathy.

    She also shares practice management tips, why she teaches ethics and her methods for communicating with clients during uncertain times.

    Plus: Her Big Reveal that is certain to leave an impact
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