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Empowering Financial Leadership and Diversity
Manage episode 435230123 series 3585377
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In this episode, Dr. Sheila Robinson interviews Marguerita Cheng, the CEO of Blue Ocean Global Wealth, about empowering financial leadership and diversity. Marguerita emphasizes the importance of confidence, clarity, control, and courage when it comes to managing finances. She shares her journey of founding Blue Ocean Global Wealth and the need for disruptors in the financial industry. Marguerita also discusses effective wealth management strategies, such as taking an active role in finances, evaluating insurance options, and paying oneself first. She highlights the emerging trends in financial planning, including the use of technology and AI, and the significance of global diversity in the industry. Marguerita provides advice on negotiating compensation packages and planning for a longer lifespan, emphasizing the importance of having liquidity, longevity, and legacy buckets for financial security.
Story Notes:
- Empowering Financial Leadership and Diversity
- Founding Blue Ocean Global Wealth
- Insights into Effective Wealth Management Strategies
- The Significance of Global Diversity
- Emerging Trends in Financial Planning
- Negotiating Compensation Packages
- Conclusion and Contact Information
To learn more, visit:
https://www.diversitywoman.com/
12 episódios
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