What’s In A Name?

What’s In A
Name?

by | May 11, 2023 | Advisors, Christopher

If you were at the Jolt! marketing conference, on social media, or in any way plugged into the wider wealth tech industry in the past two weeks, you’d have been hard-pressed to escape the word “rebrand.” It’s been a hot topic of discussion (debate), and for good...
What Would You Say You Do Here?

What Would You Say
You Do Here?

by | Mar 16, 2023 | Advisors, Christopher

Almost a year ago to this day, I wrote a piece about marketing at Potomac that we eventually called, “Shifting Gears.” It was less a sit-down-thoughtful-moment, and more a stream of consciousness spewed on Twitter one night when my frustration with the world had...