by Potomac | Jun 9, 2022 | Advisors, Manish
Any (good) RIA business owner will have a mentor(s) to lead them. Business is a contact sport, and taking a docile approach always loses. We need the tenured professionals around us as a guide when starting, or evolving, any business —it’s a missed opportunity if you...
by Potomac | May 13, 2022 | Martina, Podcasts
In their first in-person podcast, the Marketing Team discusses their experience being “Zillenials” at an RIA, and going all-in on...
by Potomac | Apr 14, 2022 | Advisors, Christopher, Martina
SEO for financial advisors: why should you care? If you’re planning to grow your business, your business will need exposure—consistently. However, obtaining the attention of prospective clients is an arduous endeavor. Every one of us is a consumer; whether we are...
by Potomac | Mar 3, 2022 | Advisors, Investment Management
When Shelly Brockman, Potomac’s Business Development Associate, entered the industry 20 years ago, she remembers how wives were rarely involved in client meetings; advisors solely worked with the head of the household; and most of the time, the breadwinners ended up...
