by Potomac | May 23, 2024 | Advisors, Martina
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...
by Manish Khatta | Apr 4, 2024 | Advisors, Manish
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...
by Christopher Norton | Apr 1, 2024 | Advisors, Christopher
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...
by Jeff Goodnow | Mar 29, 2024 | Advisors, Investment Management, Jeff
Flashback to thirty years ago: financial advisors only had a limited number of institutional investment strategists available to them. Instead of vetting those few, advisors would typically create a basic asset allocation from a group of mutual funds. Suppose the...
by Manish Khatta | Feb 29, 2024 | Advisors, Manish
I have always subscribed to Marcus Lemonis’ three P’s of business: people, process, and product. After taking over the company in 2017, I focused on the process and product part of this equation. I have always thought if you nail the process and product portion,...
by Manish Khatta | Feb 15, 2024 | Advisors, Investment Management, Manish
No one likes to change systems. Payroll, marketing, operations, etc., no matter what it is and no matter what you were promised, it is going to be a miserable experience. Like, fall in the mud and get kicked in the head with an iron boot. But–if you don’t ask...
