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Marguerita Cheng - What’s the First Question You Should Ask Your Financial Planner

Douglas Goldstein
3.08K subscribers
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139 views 7 years ago
Believe it or not, your financial planner’s track record isn’t as important as their financial philosophy. This is because your financial planner’s main job is to help you gain a sense of control over your financial future, not pick the next hot stocks. There are no quick tricks –financial planning is a process that takes time, especially if you just received an inheritance. Marguerita Cheng, CFP® and CEO of Blue Ocean Global Wealth, describes what it takes to be a successful financial planner… and a good financial planning client. She stresses the importance of sharing information with your financial professionals, and why it’s necessary to fully understand your current situation before you create a plan. She explores why people tend to shy away from financial planning and how she encourages clients to change their thinking to be more positive. Listen to learn the questions investors should ask a new advisor. The Goldstein on Gelt Show is a financial podcast. To listen to whole show, read a transcription, or find contact details of the guest, go to http://goldsteinongelt.com ...more
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Marguerita Cheng - What’s the First Question You Should Ask Your Financial Planner
2Likes
139Views
2017Dec 8
Believe it or not, your financial planner’s track record isn’t as important as their financial philosophy. This is because your financial planner’s main job is to help you gain a sense of control over your financial future, not pick the next hot stocks. There are no quick tricks –financial planning is a process that takes time, especially if you just received an inheritance. Marguerita Cheng, CFP® and CEO of Blue Ocean Global Wealth, describes what it takes to be a successful financial planner… and a good financial planning client. She stresses the importance of sharing information with your financial professionals, and why it’s necessary to fully understand your current situation before you create a plan. She explores why people tend to shy away from financial planning and how she encourages clients to change their thinking to be more positive. Listen to learn the questions investors should ask a new advisor. The Goldstein on Gelt Show is a financial podcast. To listen to whole show, read a transcription, or find contact details of the guest, go to http://goldsteinongelt.com

Follow along using the transcript.

Douglas Goldstein

3.08K subscribers