by Jennifer Burton | Dec 9, 2021 | Jen, Kaitlyn, Podcasts
Ops is back with another episode of Drinks Well with Operations to discuss the pain points we’ve been dealing with on a daily...
by Manish Khatta | Oct 15, 2021 | Christopher, Jeff, Jen, Manish, Podcasts
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and...
by Jennifer Burton | Oct 12, 2021 | Jen, Kaitlyn, Podcasts
In our third outing on the Drinks Well podcast, our Operations team breaks down their typical workday. We discuss the creation of intentional overlap as we provide service across the country and where there is separation of...
by Christopher Norton | Sep 24, 2021 | Christopher, Jeff, Jen, Manish, Podcasts
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial...
by Jeff Goodnow | Aug 27, 2021 | Dan, Jeff, Jen, Manish, Martina, Podcasts
Did we read a book that encourages everyone to quit their job and follow their passions? Maybe. But this legendary read from Gary Vaynerchuk is about so much more. Join us as we discuss “Crush It!” and share: What we like and what we didn’t Our favorite stories...
by Jennifer Burton | Aug 17, 2021 | Jen, Kaitlyn, Podcasts
As you grow, you can either make things more complicated or utilize your team’s strengths to become more efficient. In this episode, the full operations team lifts the veil on how they’re working to improve. So grab your favorite drink and join us as we discuss:...
