Blue Ocean Global Technology

Our team at Blue Ocean Global Technology had the pleasure of interviewing David Sonntag, Founder and CEO of Decibel Events, to discuss his journey and the unique challenges of managing both government and private sector projects in the event production industry. David shared one of Decibel’s proudest accomplishments: achieving GSA certification, which enables pre-vetted government contracts. This milestone has opened doors to significant opportunities, but as David explained, working with government clients brings unique challenges. The complexity of pricing and submitting RFPs for event management—an inherently nuanced service—requires a balance of competitive pricing and technical excellence. In contrast, David highlighted the flexibility and creativity afforded by private and corporate projects. While government contracts offer structure and predictability, private sector work allows for dynamic collaboration and real-time adjustments, creating a different kind of value. David’s insights reflect his expertise in navigating these distinct spaces while delivering exceptional event experiences. His leadership at Decibel Events exemplifies adaptability and innovation in an ever-evolving industry. We are thrilled to share David’s story and his perspectives on the complexities of event production. Read the full interview to learn more about his approach to success. https://lnkd.in/gEW4YaNU #BlueOceanGlobalTechnology #Leadership #Adaptability #CorporateProjects #Transparency #DavidSonntag #ClientFocused #Innovation

Our team at Blue Ocean Global Technology recently had the pleasure of interviewing Yvenson Bernard, Private Client Manager at Capstone Wealth Advisors, LLC. Yvenson shared his invaluable insights into the evolving trends in wealth management and how he tailors strategies for high-net-worth clients. Yvenson emphasized the growing interest in alternative investments, including private equity and real estate, as clients seek diversification and higher returns. He highlighted the importance of transparency in fee structures, noting how clear, flat fees build trust and foster stronger relationships. His boutique approach enables personalized strategies that align with client goals while navigating the complexities of today’s financial landscape. Looking ahead, Yvenson predicts a greater focus on holistic financial planning, integrating lifestyle goals and sustainable investment opportunities. His forward-thinking approach ensures his clients are well-positioned for both financial growth and alignment with their values. We are thrilled to feature Yvenson’s story and insights in our interview series. Read the full interview to learn more about his expertise and vision for the future of wealth management. https://lnkd.in/gTMQNHiU #BlueOceanGlobalTechnology #Leadership #WealthManagement #InvestmentStrategies #Transparency #YvensonBernard #CapstoneWealthAdvisors #ClientFocused #Sustainability

SEO or Search Engine Optimization is more than what meets the eye. In this world, it can make or break your company or business. However, there are always sides to an evolution in the technology world. But not all of them necessarily need to be true. This article dispels some of the most common myths for Local SEO that go around. Local SEO helps you gain visibility in your local geographic area, thus branding your business. It is quite the strategy to achieve quick and clever results in your business. But if you are not aware of the downsides, it turns ugly quickly. Some of the myths that are in vogue include: - Removing your business from Google My Business will remove the name from Google altogether - Posting your business on G+ improves your chances of ranking  - Setting a huge service area on Google means you will rank in additional towns. Read on to find out about the rest of the myths and why they are so wrong. It is very important to set your Local SEO straight to grow further in your business: https://lnkd.in/gXgkw-AM #SEO #Search #Engine #Optimization #Digital #Marketing #LocalSEO #Brand #BrandAwareness #Management #OnlinePresence

In an insightful interview with Blue Ocean Global Technology, Scott Reinhardt, CFA, Founding Partner at Passive Capital Management, shared his journey from Wall Street to launching his own firm. Scott’s story is one of perseverance, a commitment to market efficiency, and a desire to challenge traditional financial models with a more client-focused approach. Scott’s career began with a strong foundation in finance, starting with a class at Princeton taught by Burton Malkiel, author of A Random Walk Down Wall Street. This early exposure to passive investing principles profoundly shaped his philosophy. After working in investment banking and institutional equity sales, Scott saw firsthand how many traditional investment approaches failed to outperform index funds. This realization motivated him to break away from the sales-driven industry norms and build a business grounded in low-cost, tax-efficient, and disciplined capital management. In 2006, Scott co-founded Passive Capital Management, a firm that prioritizes fiduciary responsibility, customer service, and financial planning over product sales. With a clear focus on helping clients achieve their goals through passive investment strategies, the firm continues to challenge the traditional brokerage model, emphasizing a more professional, advisory-based approach. Seventeen years later, Scott’s commitment to global management and innovation in financial planning remains unwavering. His belief in aligning with client interests—offering unbiased advice and avoiding commissions—has positioned Passive Capital Management as a trusted leader in the industry. To have deeper insights into the interview follow the link: https://lnkd.in/gNPDvvVf Sameer Somal, CFA, CFP®, CAIA #CapitalManagement #PassiveInvesting #GlobalManagement #FiduciaryResponsibility #InvestmentAdvice #FinancialPlanning #Leadership #Entrepreneurship

In an engaging interview with Blue Ocean Global Technology, Aliex Parker, Vice President of National RIA Sales, shared his expertise in marketing-driven sales strategies that empower financial advisors to connect meaningfully with their clients. Aliex’s journey exemplifies the modern approach to sales leadership, blending marketing insight with a customer-first philosophy. As a Vice President of Sales, Aliex focuses on relationship marketing to help wealth managers refine their strategies for attracting and retaining their ideal clients. His three-tiered approach emphasizes identifying target clients, crafting mission-aligned messaging, and delivering memorable client experiences. Whether it’s through tailored events, impactful branding, or digital outreach, Aliex helps advisors create a unified and compelling message that resonates deeply with their audience. Today’s sales landscape, as Aliex notes, requires more than cold calls or generic marketing. It’s about aligning values and interests between advisors and clients, leveraging tools like social media to amplify reach without breaking budgets, and fostering trust in a competitive market. His leadership in this space has been instrumental in driving growth and enhancing the client experience. Aliex’s vision highlights the importance of strategy, adaptability, and innovation in navigating the dynamic world of sales within the financial services sector. Discover how these principles drive success in an industry that’s constantly evolving here: https://lnkd.in/gNZXZuVZ Sameer Somal, CFA, CFP®, CAIA #SalesLeadership #VicePresidentOfSales #RelationshipMarketing #FinancialAdvisors #ClientExperience #BusinessGrowth #MarketingInnovation

Danielle Patterson's leadership journey with the Family Office List is a shining example of how innovation and determination can transform a niche service into an industry-leading platform. By blending her expertise in sales, marketing, and strategy, Danielle redefined the platform’s value, offering actionable insights into decision-makers, investment objectives, and structures within the exclusive world of family offices. As we celebrate her success, we are reminded that leadership rooted in vision and hard work can pave the way for groundbreaking achievements. Read more about her journey here: https://lnkd.in/g65DZgBB #Entrepreneurship #Leadership #FamilyOffices #Innovation #Inspiration

Digital marketing is the norm now, and the legal industry is no exception. SEO is one way to attract a wide audience to your brand or services, and it applies to Criminal Defense Lawyers as well. Implementing a myriad of strategies can help you gain the expected audience on your website, but if done correctly, they might work wonders for your branding. The competitive environment of the legal industry demands new adaptations, building new connections, and promoting your brand and content. The first step to doing all of these things is to build a website of your own and add content related to criminal defense. Then you can execute the SEO strategies that cater to you best. Building an image online takes a very long time, but with SEO the time lessens drastically. Strategic implementation of SEO will ensure the retention of your clients as well as prosperity in your business. To know more about SEO for Criminal Defense Lawyers, read on: https://lnkd.in/gyTZE62R #CriminalDefense #SEO #Search #Engine #Optimization #Legal #Reputation #Defense #Lawyers #Branding #Marketing

In a recent interview, Danielle Patterson, CEO of Family Office List, shared her inspiring journey of transforming a niche database into a critical resource for connecting with family offices worldwide. Danielle’s story is one of determination, entrepreneurial vision, and a commitment to helping clients achieve success in navigating the ultra-exclusive world of family offices. The Family Office List, originally founded by Fund Manager Douglas Fathers, began as a personal resource for capital-raising efforts. When Danielle took over the company eight years ago, she recognized its untapped potential. Combining her expertise in sales and marketing with an innovative approach, she built a research team and redefined the offering. The result? A robust platform that goes beyond listing names to providing actionable insights about structure, decision-makers, and investment objectives within family offices. Danielle’s leadership has transformed the Family Office List into more than a database—it’s a strategic tool that empowers clients to approach partnerships with purpose and precision. Her belief in the importance of strategy, combined with detailed research and tailored outreach guidance, has positioned the company as a leader in this unique sector. Her journey exemplifies how innovation, strategic vision, and hard work can redefine an industry. To know more visit: https://lnkd.in/g65DZgBB Sameer Somal, CFA, CFP®, CAIA #Entrepreneurship #FamilyOffices #Leadership #DataStrategy #CapitalRaising #WomenInBusiness #Inspiration

We recently had the privilege of hearing from Trevor Forbes, CEO of Freestone Companies, about his inspiring professional journey and entrepreneurial vision. Originally from Texas, Trevor’s career path is one of service, leadership, and a relentless drive to build and grow businesses. After graduating college, Trevor served six years in the Marine Corps, specializing in logistics operations and counterinsurgency. The leadership opportunities and responsibilities he experienced early in his career fueled his passion for team building and operational excellence. Following his time in the Corps, he attended Dartmouth Business School and launched a traditional search fund, eventually leading Summit Vehicle Solutions for seven successful years. Today, as CEO of Freestone Companies, Trevor blends his entrepreneurial spirit with private equity strategies to acquire, operate, and grow businesses. His focus extends beyond financial investment; he thrives in hands-on leadership roles, driving organic growth, integrating tuck-in acquisitions, and mentoring young CEOs to achieve operational success. Trevor’s daily routine reflects his dedication to discipline and balance. From early morning workouts to strategic discussions with partners and fostering family time in the evening, he exemplifies how strong leadership and a clear vision can harmonize professional and personal commitments. His approach to business is not just about generating value but about creating meaningful growth and empowering teams to thrive. Read more about the interview here: https://lnkd.in/gwgmCqpV Sameer Somal, CFA, CFP®, CAIA #Leadership #Entrepreneurship #PrivateEquity #TeamBuilding #MarineCorps #BusinessGrowth #Mentorship #CEOInsights

New year is just around the corner and maybe you should try some new resolutions this year. Ones that will probably bring you more profit and make you more noticeable. This simple search engine optimization guide is here to help you make your website gain the following that you have always wanted and make you more noticeable to your audience.   Whether it be about simple things like Keywords, or complex like Optimizing, this one has it all. You can have all the tips at your disposal and use them like weapons whenever you want. The thing about technology, especially SEO, is that it is always evolving. And with it, changes strategies, algorithms, and ways to market your brand. There is always something new to try and room for improvement. Find out the whole strategy from this guide: https://lnkd.in/d_ARkqXH #Learning #SEO #NewYear #Keywords #Optimization #Guide #Search #Engine #searchengineoptimization #seoandmarketing