(feat.)
Penny Phillips

by Manish Khatta | Nov 8, 2021 | Christopher, Manish, Podcasts

We’re joined by Penny Phillips to discuss the role social media has played in finding her voice, building her brand, and scaling her...

Industry Gossip (E10)
Future Proof, Healthpilot, Squid, and more.

by Manish Khatta | Nov 5, 2021 | Christopher, Manish, Podcasts

New wealth festival “Future Proof,” Envestnet-backed Medicare startup, Squid Game crypto scam, Potomac leads with transparency, and...

Who Charted? (E13)
The Bears are Hibernating

by Manish Khatta | Nov 2, 2021 | Dan, Manish, Podcasts

We’re back with another episode of Who Charted? Manish Khatta and Dan Russo, CMT, are giving you six charts… in six minutes. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? We hope you enjoy and follow us on this journey!...

Build in Public (E8)
Conference Season

by Christopher Norton | Oct 29, 2021 | Christopher, Martina, Podcasts

Virtual conferences suck, but it is possible to create a remote experience that your clients will enjoy and be grateful for the...

Education Station (E1)
Insight by Potomac

by Jeff Goodnow | Oct 26, 2021 | Chase, Jeff, Podcasts

The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database designed to save time, increase engagement, and improve...

Book Club (E5)
Blend Out

by Christopher Norton | Oct 22, 2021 | Christopher, Kaitlyn, Martina, Podcasts

Lessons from Blend Out, the new marketing book for Financial Advisors from Snappy Kraken CEO, Robert...