by Potomac | Aug 5, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Our entire company, an immersive art exhibition, and some modern mini golf. What could possibly go...
by Potomac | Jul 29, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just...
by Manish Khatta | Jul 19, 2022 | Christopher, Jeff, Jen, Manish, Podcasts
From building tech to hiring four wholesalers (yes, we know…) and a project manager, this next quarter looks to be a busy...
by Manish Khatta | Jun 14, 2022 | Manish, Podcasts
Manish is joined by Robert Sofia and Michael Baker for a candid conversation on video, work-life balance, self awareness, and...
by Potomac | Jun 9, 2022 | Advisors, Manish
Any (good) RIA business owner will have a mentor(s) to lead them. Business is a contact sport, and taking a docile approach always loses. We need the tenured professionals around us as a guide when starting, or evolving, any business —it’s a missed opportunity if you...
by Manish Khatta | Jun 3, 2022 | Christopher, Manish, Podcasts
Morningstar buys a $30 million stake in SMartX, Orion acquires Townsquare Capital, TIFIN raised $109 million, and...
