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ETF Working Lunch: Why Advice Matters

ETF Working Lunch: Why Advice Matters

FromETF Working Lunch Podcast


ETF Working Lunch: Why Advice Matters

FromETF Working Lunch Podcast

ratings:
Length:
22 minutes
Released:
Mar 29, 2021
Format:
Podcast episode

Description

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.
Released:
Mar 29, 2021
Format:
Podcast episode

Titles in the series (57)

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!