Suzanne Siracuse asks the questions nobody else asks, as expert guest and expert interviewer collide in her truly unique podcast series, The Big Reveal. Get an exclusive view into the human side of some of the financial services industry influencers and thought leaders and listen and learn as they discuss the latest news and industry trends and at the end, find out why the series is called, The Big Reveal.

 

 

Marguerita Cheng: Her Advice on everything from building her practice from scratch and becoming referrable to the importance of empathy, ethics and risk.

About the Episode:

In this episode, the CEO of Blue Ocean Global Wealth, shares how she used her own life experience to jumpstart her career as a planner, the keys to making yourself referrable and the undeniable power of empathy.

She also shares practice management tips, why she teaches ethics and her methods for communicating with clients during uncertain times.

Plus:  Her Big Reveal that is certain to leave an impact

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