Professional Perspective: Blue Ocean Global Wealth CEO Marguerita Cheng explains the importance of “Building Client Trust”
In Part 4 of 4 videos in the Professional Perspective series by the American College of Financial Services, Marguerita Cheng, CFP® Pro, explains why building client trust is essential for wealth planners and their clients. Watch the video today and learn more about Rita’s approach and practice at MargueritaCheng.com. Watch more videos on MargueritaCheng.tv.