Industry Gossip (E11)
BasisCode, Morningstar, Docupace and more

by Manish Khatta | Dec 2, 2021 | Christopher, Manish, Podcasts

Riskalyze’s new tool, Pershing X Business Unit, Docupace and Orion acquisitions, Morningstar downloads SMArtX, and...

(feat.)
Penny Phillips

by Manish Khatta | Nov 8, 2021 | Christopher, Manish, Podcasts

We’re joined by Penny Phillips to discuss the role social media has played in finding her voice, building her brand, and scaling her...

Industry Gossip (E10)
Future Proof, Healthpilot, Squid, and more.

by Manish Khatta | Nov 5, 2021 | Christopher, Manish, Podcasts

New wealth festival “Future Proof,” Envestnet-backed Medicare startup, Squid Game crypto scam, Potomac leads with transparency, and...

Build in Public (E8)
Conference Season

by Christopher Norton | Oct 29, 2021 | Christopher, Martina, Podcasts

Virtual conferences suck, but it is possible to create a remote experience that your clients will enjoy and be grateful for the...

Book Club (E5)
Blend Out

by Christopher Norton | Oct 22, 2021 | Christopher, Kaitlyn, Martina, Podcasts

Lessons from Blend Out, the new marketing book for Financial Advisors from Snappy Kraken CEO, Robert...

Introducing
The OGs (E1)

by Manish Khatta | Oct 15, 2021 | Christopher, Jeff, Jen, Manish, Podcasts

The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and...