by Manish Khatta | Feb 20, 2025 | Advisors, Investment Management, Manish
I am a big believer that companies are living entities. They are constantly trying to get better, make changes, and evolve over time. This year will be all about Potomac evolving into the next stage of growth which I have so eloquently dubbed Potomac 2.0. There are...
by Manish Khatta | Jun 20, 2024 | Advisors, Manish
There is a part of old Wall Street culture that is bombastic and bold. I would argue it’s still alive and well. It’s power suits, red Ferrari’s, and New York power lunches. It’s weekend trips to the Hamptons and summer trips to Europe. To quote a classic: However,...
by Manish Khatta | Apr 4, 2024 | Advisors, Manish
I recently wrote about how financial advisors can 10x their firm in a short period of time. We are now making a big new bet on something old, which we believe will increase our business by 20x in the next 5 years. Mark my words! While the industry is yelling at you...
by Manish Khatta | Feb 29, 2024 | Advisors, Manish
I have always subscribed to Marcus Lemonis’ three P’s of business: people, process, and product. After taking over the company in 2017, I focused on the process and product part of this equation. I have always thought if you nail the process and product portion,...
by Manish Khatta | Feb 15, 2024 | Advisors, Investment Management, Manish
No one likes to change systems. Payroll, marketing, operations, etc., no matter what it is and no matter what you were promised, it is going to be a miserable experience. Like, fall in the mud and get kicked in the head with an iron boot. But–if you don’t ask...
