Advisor Insights: “Value Innovation” And Helping The Elderly With Their Finances
July 13, 2023: 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. Don't miss this interview on Advisor Insights TV!
Видео Advisor Insights: “Value Innovation” And Helping The Elderly With Their Finances канала InkandescentTV
Видео Advisor Insights: “Value Innovation” And Helping The Elderly With Their Finances канала InkandescentTV
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