by Jennifer Burton | Oct 12, 2021 | Jen, Kaitlyn, Podcasts
In our third outing on the Drinks Well podcast, our Operations team breaks down their typical workday. We discuss the creation of intentional overlap as we provide service across the country and where there is separation of...
by Jennifer Burton | Aug 17, 2021 | Jen, Kaitlyn, Podcasts
As you grow, you can either make things more complicated or utilize your team’s strengths to become more efficient. In this episode, the full operations team lifts the veil on how they’re working to improve. So grab your favorite drink and join us as we discuss:...
by Jennifer Burton | Aug 5, 2021 | Advisors, Investment Management
Goals is a word that is thrown around a lot in financial planning. So much so that most of us are dead tired of it. But what better way is there to describe the “why” behind the investment decisions we urge our clients to make? Why do we invest our clients’ money this...
by Jennifer Burton | Jun 29, 2021 | Jen, Kaitlyn, Podcasts
Roughly a year ago, Potomac had two people in Operations. Today we have five. Adding staff to your Operations team is about more than just extra help, it’s about evolving how your team functions. In this inaugural episode we break down what we’ve done in the past...
by Jennifer Burton | Apr 23, 2021 | Christopher, Jeff, Jen, Kaitlyn, Manish, Podcasts
Ever wish you read more? We did, so we started a book club. Join us as members of the Potomac team sit down to share our takeaways from “Delivering Happiness,” the Zappos story, including: Making customer services the responsibility of the entire company The power of...
