by Jeff Goodnow | Aug 19, 2021 | Advisors, Investment Management, Jeff
When was the last time you felt like you were on a wild goose chase? We suspect if you’ve tried looking for a third-party strategist to manage assets for your advisory firm recently, you know this feeling quite well. In fact, here at Potomac, we’ve put ourselves in...
by Jeff Goodnow | Aug 12, 2021 | Advisors, Investment Management, Jeff
As we move into an environment where more and more advisors are outsourcing portfolio management, it is critical that you have a way to evaluate each provider before you jump into an engagement with them. So, how do you decide which providers will be best for both...
by Jeff Goodnow | Aug 10, 2021 | Jeff, Manish, Podcasts
In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac’s Union UMA. Advisors need to facilitate dynamic, ongoing planning...
by Manish Khatta | Jul 6, 2021 | Christopher, Jeff, Jen, Manish, Podcasts
While not without challenges, if there was one song to describe our second quarter it would be that Lizzo earworm you just can’t get out of your head (even if Manish doesn’t have any hair to toss). As we enter Q3, the Potomac Leadership Team sits down to discuss major...
by Christopher Norton | Jun 17, 2021 | Chase, Christopher, Jeff, Jen, Kaitlyn, Martina, 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 15, 2021 | Jeff, Manish, Podcasts
From Financial Advisors, to FinTech providers, to industry contacts of all sorts, one question that regularly comes up is what tools we use to run our business. We get it, because when we’re looking, the first place we go is to our peers. So, we decided to commit an...
