“Value Innovation” And Helping The Elderly With Their Finances

07 mins 24 secs

Please login to access your playlists.
Share a link to this video
LinkedIn
Twitter
Email

Marguerita Cheng, CFP®, RICP®, discusses “value innovation” as a founding principle of Blue Ocean Global Wealth, the importance of taking care of our elderly’s finances, and how protecting clients from themselves can present some ethical questions.

COMPANIES

TOPICS