By
Christopher Norton
•
Nov 4, 2020
Your content goes here. Edit or remove this text inline or in the module Content settings. You can also style every aspect of this content in the module Design settings and even apply custom CSS to this text in the module Advanced settings.
One opportunity we don't hear talked about enough, is learning from people outside the industry. What can advisors pick up from other small business owners? What success can they replicate with their own clients and prospects?
Our guest this week, Brett Clarke, an Orion Portfolio Solutions alum, shares what he's learned as a small business owner since leaving the industry:
How the Financial Advisor / Home Builder prospects are similar
How you think about your business (as a small business) can change how you market
What can make your business stand out in a sea of competitors
Changes you can make right now
We hope you enjoy and follow us on this journey!
Subscribe in Google Podcasts
Subscribe in Apple Podcasts
Subscribe in Spotify Podcasts
Show Notes:
Brett Clarke on LinkedInFrontier Builders
Recommendations:
Old Mountain Cast IronCOSTCO Home Delivery
Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.
Potomac Fund Management (“Potomac”) is an SEC‑registered investment adviser located in Bethesda, Maryland. Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC. This material is for general informational purposes only and does not constitute investment advice, tax advice, or a recommendation regarding any specific product, security, strategy, or investment decision. Readers should not assume that any discussion or information applies to their individual circumstances. This communication does not constitute an offer to buy or sell any security or a solicitation to provide personalized investment advice for compensation. Nothing herein should be construed as individualized or tailored advice delivered over the internet.
Opinions expressed are current as of the date of publication and may change without notice. Information obtained from third‑party sources is believed to be reliable, but Potomac does not guarantee its accuracy or completeness and is not responsible for any third‑party content referenced or linked in this material.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. For additional important disclosures, please visit potomac.com/disclosures.
Explore our latest insights, watch the “Who Are You?” series, or subscribe to our blog
potomac presents