The Big Reveal Show: Today’s Spotlight is on Marguerita Cheng, CFP® Pro

November 11, 2022 — On today’s episode of the Big Reveal, host Suzanne Siracuse interviews Marguerita Cheng, CFP® Pro, who offers advice on everything from building her practice from scratch and becoming referrable to the importance of empathy, ethics, and risk.

Suzanne explains: “In this episode, the CEO of Blue Ocean Global Wealth shares how she used her 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: Rita’s Big Reveal is certain to leave an impact! Don’t miss it!