Book Club (E5)
Blend Out

by Christopher Norton | Oct 22, 2021 | Christopher, Kaitlyn, 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...

Industry Gossip (E9)
O’Shaughnessy, AssetMark, FiComm and more

by Manish Khatta | Oct 1, 2021 | Christopher, Manish, Podcasts

AssetMark creates SMA Mini-market, 2022 Market Outlook pay-for-play, Franklin Templeton buy O’Shaughnessy Asset Management, and...

Build in Public (E7)
The 500/100 Club

by Christopher Norton | Sep 28, 2021 | Christopher, Podcasts

This summer we crossed two important milestones within about a week: $500M AUM/AUA and 100 episodes of the Conquer Risk...

Potomac Couch (E5)
The One with Our Spouses

by Christopher Norton | Sep 24, 2021 | Christopher, Jeff, Jen, Manish, Podcasts

The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial...

Build in Public (E6)
Award Season

by Christopher Norton | Sep 14, 2021 | Christopher, Podcasts

The Profound Industry Maker and Player Awards were a smash, giving Financial Services awards the send-up they...