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(feat.) Patrice Kelly

(feat.)
Patrice Kelly

by Christopher Norton | Sep 23, 2022 | Christopher, Podcasts

Let’s get creative! We’re joined by Patrice Kelly, Chief Creative Officer of Snappy Kraken, for a discussion on...
Streamyard (E1) Branding

Streamyard (E1)
Branding

by Potomac | Sep 13, 2022 | Christopher, Podcasts

Want to start a podcast but don’t know where to start? Join us for the first episode of our series on Streamyard, the software we record...
Industry Gossip (E19) AdviceTech Live, Altruist, TDFs, and more

Industry Gossip (E19)
AdviceTech Live, Altruist, TDFs, and more

by Manish Khatta | Sep 9, 2022 | Christopher, Manish, Podcasts

AdviceTech Live is happening again, Citigroup and Genworth face lawsuits, Altruist adds Potomac tactical model strategies, and...
The Proust Questionnaire Manish Khatta

The Proust Questionnaire
Manish Khatta

by Christopher Norton | Aug 16, 2022 | Christopher, Podcasts

We’re joined by our CEO, Manish Khatta, for an unsurprisingly candid and uncensored conversation (thank you,...
Industry Gossip (E18) Envestnet, Adhesion, Blackrock, and more

Industry Gossip (E18)
Envestnet, Adhesion, Blackrock, and more

by Manish Khatta | Aug 12, 2022 | Christopher, Manish, Podcasts

Envestnet acquires 401kplans.com, Vestmark Sells Adhesion to Assetmark, Blackrock and Coinbase join forces, and...
Denver Retreat 2022 Art and Mini Golf

Denver Retreat 2022
Art and Mini Golf

by Potomac | Aug 5, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Podcasts

Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go...
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