In this webinar, Sameer Somal, CFA, founder and chief financial officer of Blue Ocean Global Wealth and Blue Ocean Global Technology, will share insights into why you might want to consider starting your own financial advisory firm
In this webinar, Sameer Somal, CFA, founder and chief financial officer of Blue Ocean Global Wealth and Blue Ocean Global Technology, will share insights into why you might want to consider starting your own financial advisory firm and will discuss what steps to take to do so. (Note that although many principles discussed will apply globally, some practical points considered will assume a US regulatory environment.)
This is an archived recording of a live webinar that took place on 24 January 2018.
Register to access the webinar (audio)