Marguerita Cheng, CEO, Blue Ocean Global Strategy

Giving Financial Planning a Makeover

Rita shares her story about starting her career in financial services on Tokyo Wallstreet, serving as a Women's Initiative Advocate & Subject Matter Expert for CFP Board, becoming a CFP certified financial planner, and then starting her own company.

• Date: November 27, 2016
• Category: Relationship Management

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Your Online Brand - Differentiate Yourself

Your LinkedIn summary is your hook!

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Your LinkedIn summary is your hook! It is your opportunity as an advisor to differentiate yourself from your competition. What sets you apart from everyone else - why do you do what you do and what do you love about it? Use your LinkedIn summary, which is valuable real estate, to be dynamic, engaging and human.

  Quick Reference Guide

• Date: February 23, 2015
• Category: Online Profiles

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Your LinkedIn Network - An Introduction Machine

LinkedIn is an absolute introduction machine if you know how to leverage it...

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LinkedIn is an absolute introduction machine if you know how to leverage it, and you have a phenomenal network. Learn how to best use LinkedIn to truly connect with prospects and realize the full potential of your network.

  Quick Reference Guide

• Date: March 9, 2015
• Category: Prospecting

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How to Use LinkedIn's Alumni Search

Find Ideal Prospects & Reconnect with Alum

Tap into the power of the LinkedIn Alumni tool to find ideal prospects, re-connect with alum, grow your network, improve your profile strength and remind your clients, prospects and family about your services.

  Quick Reference Guide

• Date: June 6, 2016
• Category: Prospecting

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Sameer Somal, Blue Ocean Global Technology CFO

The Technology Planning Process

Laura Virili interviews Sameer Somal, CFO of Blue Ocean Global Technology, who shares his company's technology planning process that helps their clients embrace & capitalize on the digital revolution.

  Blue Ocean Global Technology Website

• Date: March 4, 2016
• Category: Marketing

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Vern Hayden, CFP - Hayden Wealth Management

A Financial Planning Pioneer

Vern takes us on a journey through his almost 50 active years in financial planning circles, and gives the details on his simple strategies that have stood the test of time and still apply today to earn trust, gain new clients and keep them for life.

• Date: September 22, 2016
• Category: Prospecting

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Laura Virili

Speaking Reel

Highlights from Previous Appearances

• Date: July 7, 2016

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