External Sales
Southeast Region
Jon Ferraiolo
External Sales
Southeast Region
Jon Ferraiolo
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13
MLB Ballparks visited
A Message From
the CEO
I am a big believer that companies are living entities. They are constantly trying to get better, make changes, and evolve over time.
Why Advisors Need
an OCIO
Here are some key questions financial advisors should ask about the OCIO functionality and how it can impact their advisory business.
How I Invest
My Money
Investment managers should invest in the products they recommend to clients. Explore how Potomac takes the fiduciary…
Does your investment manager
“eat their own cooking?”
Explore the disturbing trend of the investment management industry not investing in their own management strategies…
Building a
Successful RIA
It is vital to reassess and determine if the tools you use are contributing to a growing business. Standing still (literally) gets you nowhere.
How Financial Advisors
Can 10x Their Firm
We’ve not made it a secret that Potomac grew from $140 million to $1.4 billion AUA/AUM in a span of four years. But if you missed it, yes…
In Jon’s role as a consultant to financial advisors, he specializes in enhancing their business scalability and capacity.
With a knack for fostering productive client-advisor interactions, Jon brings a strategic approach that not only streamlines operations but also enhances client satisfaction.
- Stressing about Auburn Football 80%
- Defending the 2001 Oakland A’s 99%
- Keeping my wife on her toes 95%
CONNECT WITH ME!
Book a Meeting
@jon-ferraiolo