If you are going to walk,  walk with Swagger.

If you are going to walk,
walk with Swagger.

There is a part of old Wall Street culture that is bombastic and bold. I would argue it’s still alive and well. It’s power suits, red Ferrari’s, and New York power lunches. It’s weekend trips to the Hamptons and summer trips to Europe. To quote a classic: However,...
AI Imagery  for Financial Advisors

AI Imagery
for Financial Advisors

Whether they’re effective or not, stock photos are still rampant in the contemporary marketing landscape. Let’s face it, there are only so many stock photos of the NYSE you can use on Professor Russo’s market commentary before they all start looking the same. So, we...
The Next Frontier  for Financial Advisor Growth

The Next Frontier
for Financial Advisor Growth

I recently wrote about how financial advisors can 10x their firm in a short period of time.  We are now making a big new bet on something old, which we believe will increase our business by 20x in the next 5 years.  Mark my words!  While the industry is yelling at you...
Guardrails 8-Bit Version

Guardrails
8-Bit Version

Our April Fools gag for 2024 was one for the books. And while we don’t (yet) support vintage gaming systems, we are hard at work creating tools to better server your clients. Get updates on our TAMP Union, here. Potomac Fund Management ("Company") is an...