ETF Working Lunch: Why Advice Matters

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

Working
Mar 29, 2021
Edited by: ETF Working Lunch
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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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