Subscribe: iTunes / Spotify Marsha Guerrier is a TEDx Speaker, 4x Bestselling Author, Founder and CEO of HerSuiteSpot®, a Certified MWBE and WBENC organization helping small businesses develop their business and marketing plans. Marsha has held a career in the Financial Service and Financial Technology industries spanning over 30 years working for Fortune 500 and startup firms, helping them increase revenue. Marsha is also the founder and Executive Director of the Yva Jourdan Foundation, a non-profit organization dedicated to strengthening the leadership, power, and voices of women and children through our educational programs. Marsha holds a Bachelors of Science in Business, Management…
Author: Marguerita Cheng
Subscribe: iTunes / Spotify Tell us about an impactful experience that influenced your purposeful career. (highlight Fifty Cents Story and the power of seeking experiences, wins and failures) What are some of the frameworks you apply to life and career? (highlight two influential quotes and what I say to my kids everyday, “learn something, help someone, and have some fun!”) There’s a lot of talk about AI taking over financial services: what say you? (highlight my definition of AI as “Augmented Intelligence” for humans and cite a widow’s story that demonstrates financial services best done with relationships and the power of empathy!)…
Subscribe: iTunes / Spotify This is the first episode of Money Matters. I want to tell you about myself, this podcast and what you can expect from us. First, a little bit about me. I’m a Certified Financial Planner (CFP(R) pro) and investment adviser. I designed my firm — Blue Ocean Global Wealth — to take a more personal approach to financial planning & investment management. My goal is to always put you, as a person, first. I am passionate about education, it’s the foundation of everything I do from working with individuals and families on a financial plan to helping business…