by Jennifer Burton | Jun 29, 2021 | Jen, Kaitlyn, Podcasts
Roughly a year ago, Potomac had two people in Operations. Today we have five. Adding staff to your Operations team is about more than just extra help, it’s about evolving how your team functions. In this inaugural episode we break down what we’ve done in the past...
by Manish Khatta | Jun 21, 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! Subscribe...
by Christopher Norton | Jun 17, 2021 | Chase, Christopher, Jeff, Jen, Kaitlyn, Martina, Podcasts
Do you dream of infusing the creativity of a global innovation firm into your practice? Likely no, but that doesn’t mean it’s a bad idea. For this meeting of the Potomac Book Club, we read “Creative Confidence,” from the founders of IDEO. We share: What we like and...
by Manish Khatta | Jun 15, 2021 | Jeff, Manish, Podcasts
From Financial Advisors, to FinTech providers, to industry contacts of all sorts, one question that regularly comes up is what tools we use to run our business. We get it, because when we’re looking, the first place we go is to our peers. So, we decided to commit an...
by Manish Khatta | Jun 11, 2021 | Christopher, Manish, Podcasts
The second quarter is coming to a close but the news is not slowing down. Grab your tea and join us as we rank what’s overrated and what’s underrated: Merrill Lynch ends cold calling Vise announces series C funding Altruist raises $50M from the likes of Vanguard...
by Manish Khatta | Jun 8, 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! Subscribe...
