by Jeff Goodnow | Jun 4, 2021 | Chase, Jeff, Martina, Podcasts
We’re back with Potomac Couch! 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 members of our team react. We hope...
by Manish Khatta | May 18, 2021 | Jeff, Manish, Podcasts
It defies logic to think telling anyone who will listen to the exact details of what you do as a business would be the successful choice. We’ve taken a different approach. Here is why, how, and the results from this journey. Investment Process Value Add...
by Manish Khatta | May 11, 2021 | Jeff, Manish, Podcasts
There is a lot of media attention around “direct indexing” being the future, and we want to dive into what that means. There are a lot of definitions floating around, and to us it’s all about customizations and custom SMAs. Backstory How this can be done Potential...
by Manish Khatta | May 4, 2021 | Jeff, Manish, Podcasts
Yes, we are a TAMP, but we also work with other TAMPs by providing tactical models. If you saw the press release this morning, you know that Potomac has seen nearly 1000% YOY growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment,...
by Jennifer Burton | Apr 23, 2021 | Christopher, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Ever wish you read more? We did, so we started a book club. Join us as members of the Potomac team sit down to share our takeaways from “Delivering Happiness,” the Zappos story, including: Making customer services the responsibility of the entire company The power of...
by Jeff Goodnow | Apr 13, 2021 | Jeff, Martina, Podcasts
After the hilarity of our April Fool’s “NFT Launch,” and our episode about the campaign on Build In Public, one question has remained for many advisors: WTF is an NFT anyway? Marketing Associate, Martina Beda, joins Jeff Goodnow to solve this riddle in 10 questions:...
