By
Manish Khatta
•
Mar 22, 2021
In three decades serving advisors, we've seen the full spectrum of their size, design, and success. One thing that has become clear, the most "successful" advisors take an active role in understanding and evaluating their businesses.
What does that mean? It's called "Business Intelligence." This week we break it down for you and discuss:
Business growth/decline data
Measuring asset growth
AUM analytics
Demographics
Revenue evaluation
We hope you enjoy and follow us on this journey!
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Show Notes:
Recommendations:
Expensify
The Battle of Britain
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. SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. 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 does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to the Potomac website or incorporated herein, and takes no responsibility for any of this information. The views of Potomac are subject to change and Potomac is under no obligation to notify you of any changes. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy will be profitable or equal to any historical performance level.
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