ETF Working Lunch: Why Advice Matters

ETF Working Lunch: Why Advice Matters

Joining us is Rita Cheng, chief executive officer at Blue Ocean Global Wealth.

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Reviewed by: ETF Working Lunch
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Edited by: ETF Working Lunch

When it comes to financial advice, there's no such thing as a one-size-fits-all offering. Rita Cheng, chief executive officer at Blue Ocean Global Wealth, knows this well, and shares here what it takes to meet clients wherever their needs are.  

 

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ETF Working Lunch: Our biweekly podcast where etf.com writers and analysts discuss the latest news and most important trends in ETFs with some of the smartest women in the business. It’s a fun and insight-packed gathering of ladies who work through lunch! You can also listen to it on SpotifyiTunes and Google.