Investopedia: “How Radical Transparency Can Help Independent Advisors Boost Success”
Investopedia, Aug. 6, 2021 — “Radical transparency has become a major buzzword in recent years, spanning everything from boardrooms to personal relationships,” writes reporter Irene Huhulea in today’s issue of Investopedia, noting that for financial advisors, it can have some significant benefits, particularly when it comes to connecting with clients.
In a recent conversation, Marguerita Cheng, founder and CEO of Blue Ocean Global Wealth, and Carolyn McClanahan, president of Life Planning Partners, shared their take on radical transparency and explained how advisors could benefit from incorporating this type of transparency into their practices.