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Executive Woman Podcast
The Executive Woman Podcast: Women Changing the Game empowers women to find and define their strengths. Hosted by Dr. Sheila Robinson, founder of Diversity Woman Media and a passionate advocate for advancing women in leadership, this podcast shares, learns, inspires, and transforms together. Rooted in the belief that women succeed when empowered, the show is dedicated to raising women up. It dives into real-world experiences, sage advice, and mentorship to help women achieve their career goals. Elevate to new heights with the Executive Woman Podcast.
Executive Woman Podcast
Empowering Financial Leadership and Diversity
In this episode, Dr. Sheila Robinson interviews Marguerita Cheng, the CEO of Blue Ocean Global Wealth, about empowering financial leadership and diversity. Marguerita emphasizes the importance of confidence, clarity, control, and courage when it comes to managing finances. She shares her journey of founding Blue Ocean Global Wealth and the need for disruptors in the financial industry. Marguerita also discusses effective wealth management strategies, such as taking an active role in finances, evaluating insurance options, and paying oneself first. She highlights the emerging trends in financial planning, including the use of technology and AI, and the significance of global diversity in the industry. Marguerita provides advice on negotiating compensation packages and planning for a longer lifespan, emphasizing the importance of having liquidity, longevity, and legacy buckets for financial security.
Story Notes:
- Empowering Financial Leadership and Diversity
- Founding Blue Ocean Global Wealth
- Insights into Effective Wealth Management Strategies
- The Significance of Global Diversity
- Emerging Trends in Financial Planning
- Negotiating Compensation Packages
- Conclusion and Contact Information
To learn more, visit:
https://www.diversitywoman.com/