by Potomac | May 13, 2022 | 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
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...
by Potomac | Feb 15, 2022 | Podcasts
The (Christopher-less) Marketing Team discusses the importance of building a well-rounded, dynamic team that can fill in for each other when needed. Kind of like, you know, this...
by Potomac | Feb 9, 2022 | News, Press Release
Miami, FL, February 9th, 2022 – Potomac Fund Management, Inc. (“Potomac”), an investment strategist firm for financial advisors, added a new strategist, Polen Capital, to their Union UMA multi-strategist TAMP. As a widely respected distribution amongst many TAMPs...
