Interviewed by Sameer Somal of Blue Ocean Global Wealth

Recently, I was very honored to be interviewed by Sameer S. Somal, CFA, CFP®, the Chief Financial Officer and co-founder of Blue Ocean Global Wealth and Blue Ocean Global Technology.

Topics included:

• The challenges financial advisors face in a highly regulated industry.
• Why financial advisors need a social media presence.
• Connecting with the next generation.
• And More.

The full interview can be found here in the Blue Ocean Global Wealth Blog