by Christopher Norton | Oct 29, 2021 | Christopher, Podcasts
Virtual conferences suck, but it is possible to create a remote experience that your clients will enjoy and be grateful for the...
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...
by Christopher Norton | Oct 22, 2021 | Christopher, Kaitlyn, Podcasts
Lessons from Blend Out, the new marketing book for Financial Advisors from Snappy Kraken CEO, Robert...
by Manish Khatta | Oct 19, 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!...
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...
