by Jeff Goodnow | Apr 6, 2021 | Jeff, Podcasts
At Potomac, we are passionate about educating advisors. This includes increasing awareness of strategists like Brookmont, available on platforms like Envestnet, Orion Communities, and now the Union UMA. We sit down with CIO Ethan Powell to discuss their work: Firm...
by Manish Khatta | Mar 29, 2021 | Christopher, Jeff, Jen, Manish, Podcasts
2021 has seen a dynamic evolution of Potomac’s business and phenomenal growth in this podcast, but (we) don’t quit no! (we) just press harder: Build in Public Operational Advancements Marketing Engagement New Managers New Hires What’s Next We hope you...
by Manish Khatta | Mar 22, 2021 | Jeff, Manish, Podcasts
In three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses. What does that mean? It’s called...
by Manish Khatta | Mar 5, 2021 | Christopher, Jeff, Jen, Kaitlyn, Martina, Podcasts
Ever wish you read more? We did, so we started a book club. This series from the Conquer Risk Podcast will feature the full Potomac team, as we explore stories (we hope) will make us better at what we do. In our inaugural episode, we share our takeaways from...
by Jeff Goodnow | Mar 2, 2021 | Jeff, Podcasts
In our “February Hot Takes” podcast episode, we briefly discussed the incredible uptick in the use of Donor Advised Funds. We thought the topic deserved deeper exploration, so this week our Director of Advisor Experience, Jennifer Burton, joins host, Jeff...
by Jeff Goodnow | Feb 2, 2021 | Jeff, Podcasts
Both in the financial media and in conversations we’ve been having, two ideas have been hot topics lately. Are they fads? Are they overhyped? Does it matter? We dive in and hit three key points: High Concentration Taxation Themes (ESG, etc.) We hope you enjoy...
