Why transition planning for Asian clients is ‘very complex’
Maggie Liu, director of Asian Wealth Advisory at Bordeaux
"There's a lot of underserved clients in the space and they need a lot of help," says an advisor to the community.
As one of the few Asian-American advisors in the independent space, Maggie Liu, director of Asian Wealth Advisory at Bordeaux Wealth Advisors is on a mission to make the community more prominent within the profession.
She leads a small team of six other like-minded Asian advisors who cater to th
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