EP 019 The Secret to Building Trust with Clients with Marguerita Cheng

In 2019, Investopedia named Marguerita Cheng the #5 Most Influential Financial Advisor, and that only scratches the surface of her accomplishments. Marguerita — more commonly known as Rita — is a CFP® professional and CEO of the financial advisory firm Blue Ocean Global Wealth. Among many other things, she is a regular columnist for Investopedia and Kiplinger, a 2017 InvestmentNews Woman to Watch, and a member of the Diversity Advisory Group (DAG) for the CFP Board. But most of all, Rita is passionate about helping people feel confident and in control of their finances, even in the face of life’s toughest challenges. Rita’s passion is what allows her to empathize so deeply with her clients and discover what kind of help they really need. Building trust with clients can seem daunting, but Rita has practical advice that can make you and your clients more comfortable. In our conversation, Rita and I talk about: Building trust to achieve loyalty Overcoming the fear of judgement Asking questions without prying too much Using your “why” to stay in the industry Both Rita and I are active on social media, and we would love to hear your biggest takeaways from the episode! Can’t wait to hear from you! Connect with Marguerita Cheng: Website: https://www.blueoceanglobalwealth.com/  Website: https://margueritacheng.com/  LinkedIn: https://www.linkedin.com/in/margueritacheng/ Twitter: @BlueOceanGlobalWealth Connect with Robyn Crane: Website:   https://robyncrane.com/ Facebook: https://www.facebook.com/bizgrowth4women/ LinkedIn: https://www.linkedin.com/company/robyn-crane-inc./ YouTube: https://www.youtube.com/c/RobynCrane Instagram: https://www.instagram.com/robyncrane/?hl=en Learn more about your ad choices. Visit megaphone.fm/adchoices