Learning Center

Business Success Knowledge Circle: Personal Branding & Content Marketing

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Includes a Live Web Event on 03/12/2024 at 1:00 PM (MDT)

People do business with people they know, like and trust. Personal finance is just that-personal. Authenticity and content marketing engage consumers and position the financial advisor as a subject matter expert and trusted professional. In the session, we will learn how to attract the right clients and team members to sustain and scale your advisory practice.

Attend this session and you will walk away empowered to 

  • Tell your unique story.
  • Create custom content with impact.
  • Attract the clients who enrich and sustain you.
  • Grow your advisory practice with intent. 

Marguerita Cheng, CFP®, CRPC, RICP®, CSRIC®

CEO

Blue Ocean Wealth Group

Marguerita (Rita) Cheng helps educate the public, policy makers, and media about the benefits of competent, ethical financial planning. As a Certified Financial Planner® professional and chief executive officer of financial advisory firm, Blue Ocean Global Wealth, Rita helps people meet their life goals through the proper management of financial resources. She is passionate about helping them navigate some of life’s most difficult issues—divorce, death, career changes, caring for aging relatives—so they can feel confident and in control of their finances. Rita is a regular columnist for Kiplinger and MarketWatch, and a past spokesperson for the AARP Financial Freedom Campaign. Rita volunteers her time as a SoleMate, or charity runner for Girls on the Run, raising money to win scholarships for girls. She is also a coach for 261Fearless, a global supportive social running network which empowers women to connect and take control of their lives through the freedom gained by running.

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Business Success Knowledge Circle: Personal Branding & Content Marketing
03/12/2024 at 1:00 PM (MDT)  |  60 minutes
03/12/2024 at 1:00 PM (MDT)  |  60 minutes People do business with people they know, like and trust. Personal finance is just that-personal. Authenticity and content marketing engage consumers and position the financial advisor as a subject matter expert and trusted professional. In the session, we will learn how to attract the right clients and team members to sustain and scale your advisory practice.
Course Evaluation
7 Questions
Certificate of Completion
0.0 credits  |  Certificate available
0.0 credits  |  Certificate available