Oct 20th, 2021
Welcome to another episode of the Conversations for Financial Professionals podcast where we are shaping the next generation of financial advice.
Today's conversation features Marguerita Cheng, CFP®, RICP® whose expertise includes helping entrepreneurs and high net worth individuals protect their wealth and plan for retirement. Today's episode is about how to find your own niche in the financial services industry which nobody else is talking about.
In this episode, I hope you'll be inspired also as you learn more about finding your own unique voice within this competitive field of work. You'll also learn what sets successful professionals apart from their peers and how they're able to make an impact on people's lives.
In this conversation you'll learn:
-You’ve got to love to serve people
-the difference between the “industry” of financial services and the “profession” of financial advice
-the “how” of finding a niche and why you don’t have to know your niche before jumping into a new role or industry;
-where you should focus your energy as a career changer or new aspiring financial professional; and so much more!
Are you a current or aspiring financial professional? Click here to join the Jumpstart community!
Listen to previous podcast episodes, clicking here.
To receive a newsletter digest of Jumpstart community happenings, click here.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "Conversations for Financial Professionals!" by clicking here.
Want to collaborate? Click here.
If you enjoyed this episode, please share it with your friends by using the social media buttons you see at the bottom of the post.
And, finally, please take a minute to leave us an honest review and rating on iTunes. They really help us out when it comes to the ranking of the show and I make it a point to read every single one of the reviews we get.
Please leave a review right now, click here.
Thanks again for listening, reading, and watching!