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Feb 16, 2024

This year, the employee benefits landscape continues to evolve, with a heightened focus on financial well-being.

Today, we explore the critical role financial benefits play in employees' lives, and I'm thrilled to have a seasoned expert with us who can shed light on this transformative shift.

I'm Hilary Topper, and welcome to Hilary Topper on Air. Today, our guest is Frank Scalese, CEO of Blue Ocean Wealth Solutions, a MassMutual Firm.

Here are the questions I asked:

Hilary talks with Frank of Blue Ocean Wealth Solutions on HTOA

  • Frank, welcome to the show! To kick things off, can you give our listeners an overview of Blue Ocean Wealth Solutions and how it's "changing people’s lives,” as your mission statement suggests?

 

  • Before we delve deeper, could you share your background and expertise as the CEO of Blue Ocean Wealth Solutions?

 

  • Where did the name Blue Ocean come from? Did it come from living by the ocean or the Book Blue Ocean Strategy? Can you talk for a moment about that?

 

  • Now, workplace benefits are crucial, and Blue Ocean recognizes that. How does your approach to voluntary benefits enhance employees' financial well-being?

 

  • Now, Blue Ocean is a MassMutual firm. How does this partnership benefit your clients?

Before we move on, I am so appreciative of our sponsors and must thank them. Please support our sponsors and tell them you heard about them on Hilary Topper on Air. Special thanks to the Russo Law Group,  Long Island's Signature Estate Planning, Elder Law, and Special Needs law firm and Buddha Bath a natural bath and body care company that offers a wide variety of products, including body butter, bath bombs, soap bars, and sugar scrubs..

  • With so much focus on a changing workplace, can you tell us how Blue Ocean is responding to the need for worker flexibility? And what impact does culture play in your firm with employee satisfaction and productivity?

 

  • How does Blue Ocean incorporate state-of-the-art technology to ensure a convenient and efficient client relationship?

Thank you, Frank, for being on the show! I’d also like to thank our sponsors once more. The Russo Law Group, Long Island's Signature Estate Planning, Elder Law and Special Needs law firm. For additional info visit vjrussolaw.com. And Buddha Bath - a natural bath and body care company. For more info visit buddhabath.net. And last but not least, I’d like to thank our listeners for tuning in.

For more information on Blue Ocean Wealth Solutions visit: https://www.blueocean.us.com/