Financial Advising to Align Clients’ Purpose, Passions, and Plans

The first step of any plan is identifying the outcomes your clients are trying to achieve.

But sometimes, even they don’t know. As an advisor, it’s more important than ever to talk with your clients about their sense of purpose and their passions to ensure your plan aligns with them. In this one-hour webinar, Marguerita Cheng, founder and Chief Executive Officer of Blue Ocean Global Wealth, will unpack important strategies for client collaboration.

Investopedia named Cheng in its list of 100 top advisors in 2023, ranking her #2. She has also served as spokesperson for the AARP Financial Freedom Campaign and is a regular columnist for Kiplinger.

Also during the webinar, the Moneytree team will demonstrate specialized financial planning tool options to showcase these plans to clients.

We are pleased to be able to offer one hour of CFP CE credit for live attendance at this webinar.

Register