In the Suite Podcast Ep 4: Going From Fearful to Fearless with Marguerita M. Cheng, CFP®, RICP® – CEO of Blue Ocean Global Wealth

On a cold afternoon in early March, I headed five hours south to meet Marguerita M. Cheng, CFP®, RICP®, CEO of Blue Ocean Global Wealth, a registered investment advisor (RIA)…

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In the Suite Podcast Ep 3: Bonus Episode – Coronavirus, Complex Adaptive Systems, and Creating Resilience with Carolyn McClanahan, M.D., CFP®, Founder of Life Planning Partners
Carolyn McClanahan - M.D., CFP®, Founder of Life Planning Partners

In the Suite Podcast Ep 3: Bonus Episode – Coronavirus, Complex Adaptive Systems, and Creating Resilience with Carolyn McClanahan, M.D., CFP®, Founder of Life Planning Partners

Given the state of the world right now, I thought it important to have a conversation that acknowledged the impact of Coronavirus on the financial services and wealth management industry.…

Continue Reading In the Suite Podcast Ep 3: Bonus Episode – Coronavirus, Complex Adaptive Systems, and Creating Resilience with Carolyn McClanahan, M.D., CFP®, Founder of Life Planning Partners

In the Suite Podcast Ep 1: Becoming All You Can Be with Deborah Fox, CEO and Founder at AdvisorTouch

For the first episode of In the Suite, I had the opportunity to welcome Deborah Fox, CEO and Founder of Advisor Touch to the guest chair. Selected as an Innovator…

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