CFFP #37 - Finding Your Niche in Financial Services ft. Marguerita Cheng, CFP®, RICP®

Conversations for Financial Professionals

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!

Resources:

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