by Christopher Norton | Jun 17, 2021 | Chase, Christopher, Jeff, Jen, Kaitlyn, Podcasts
Do you dream of infusing the creativity of a global innovation firm into your practice? Likely no, but that doesn’t mean it’s a bad idea. For this meeting of the Potomac Book Club, we read “Creative Confidence,” from the founders of IDEO. We share: What we like and...
by Manish Khatta | Jun 11, 2021 | Christopher, Manish, Podcasts
The second quarter is coming to a close but the news is not slowing down. Grab your tea and join us as we rank what’s overrated and what’s underrated: Merrill Lynch ends cold calling Vise announces series C funding Altruist raises $50M from the likes of Vanguard...
by Christopher Norton | May 27, 2021 | Christopher, Podcasts
On Monday May 24th, Potomac launched Bull Bear cereal. Not your everyday brand awareness project for an investment strategist, we discuss: Why we did it How we did it Success and failures We hope you enjoy and follow us on this journey! Subscribe in Google...
by Christopher Norton | May 20, 2021 | Christopher, Podcasts
So, after nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide, well, let’s say feedback. We picked four clips at random and let the marketing team react. We hope you enjoy and follow us on this...
by Manish Khatta | May 14, 2021 | Christopher, Manish, Podcasts
We’re back, and boy has it been a messy week. Grab your tea and join us as we rank what’s overrated and what’s underrated: Riskalyze goes off on Hidden Levers Axos scoops up E*TRADES RIA Custody Business Berkshire Boys on Bitcoin InvestCloud acquires Advicent /...
by Christopher Norton | Apr 30, 2021 | Christopher, Podcasts
Ever wanted to learn how to produce a live show? We did, and we thought, “how hard can it be?” So, we decided to learn by doing, live – for all the world to see. Join us as we discover: What works What doesn’t What surprised us We hope you enjoy and follow us on...
