About our guest…

Marguerita Cheng, CFP®, RICP® 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.

What we talked about…

🎙️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!

Resources from this podcast…

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