External Sales
Great Lakes Region
Mark Ruhe
External Sales
Great Lakes Region
Mark Ruhe
Mark spends his free time with his wife and two sons at soccer fields, amusement parks and traveling.
LEARN MORE
6
Number of asks
for kids to act
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…
With more than 25 years of financial industry experience, Mark works with advisors as a consultant and coach. He is focused on helping them build profitable businesses while helping their clients achieve their goals.
- Closing the refrigerator/freezer door 95%
- Sunday Football 88%
- Lawn care enthusiast 93%
CONNECT WITH ME!
Book a Meeting
@markruhe