by Christopher Norton | Jul 29, 2021 | Christopher, Jen, Podcasts
We’re back with Potomac Couch, and this time Director of Marketing, Christopher Norton, returns along with Director of Client Experience, Jennifer Burton, and Operations Associate Chelsea, Newcomb! After nearly 100 episodes of the Conquer Risk podcast… what do you do...
by Manish Khatta | Jul 26, 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. This episode, it’s a US Large Cap story. The clock is ticking, and we’ve got some big charts coming your way. So, Who Charted? We hope...
by Christopher Norton | Jul 20, 2021 | Christopher, Martina, Podcasts
Our Bull Bear Cereal has been a smash, but our brand refresh and new website launch fell flat. In this episode of Build in Public, we discuss how we f/**ed up: What we did wrong The cost of the mistake How we’ll do it differently next time We hope you enjoy and...
by Manish Khatta | Jul 13, 2021 | 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 | Jul 8, 2021 | Christopher, Manish, Podcasts
It may be the middle of summer break, but the news isn’t slowing down. Grab your (iced) tea and join us as we rank what’s overrated and what’s underrated: Nautical Branding Principal Financial Group Axes RobustWealth for Advisors Betterment Bundle Investopedia Top 100...
by Manish Khatta | Jul 6, 2021 | Christopher, Jeff, Jen, Manish, Podcasts
While not without challenges, if there was one song to describe our second quarter it would be that Lizzo earworm you just can’t get out of your head (even if Manish doesn’t have any hair to toss). As we enter Q3, the Potomac Leadership Team sits down to discuss major...
