HJMT has been working with Blue Ocean Wealth Solutions to promote their company culture and recruit new advisors and clients. We felt a good way to display their culture and showcase the firm was to highlight their talented team of advisors.
We worked with our client to identify potential candidates.
Our first profile was about Daniel S. Schwartz, a financial adviser at Blue Ocean Wealth Solutions. Before being an advisor, Schwartz was a proclaimed surgeon. Unfortunately, due to a bad fall, he had to reevaluate his career. Always being interested in the business side of medicine, he received is MBA from Hofstra University and was recruited by Blue Ocean Wealth Solutions as an advisor. We wanted to highlight that Blue Ocean invites people from all walks of life to join their firm and help inspire others as well.
HJMT wrote a feature release and formed a media list targeting local media. His unique story was well received and we were able to place him in the New York Post reaching more than 433,000 unique visitors per month.
Here is the link to the full article: https://nypost.com/2018/03/24/heres-a-doctor-turned-financial-advisers-prescription-for-clients/