by Manish Khatta | May 4, 2021 | Jeff, Manish, Podcasts
Yes, we are a TAMP, but we also work with other TAMPs by providing tactical models. If you saw the press release this morning, you know that Potomac has seen nearly 1000% YOY growth on the Envestnet platform. Other firms have asked how we’ve grown in this environment,...
by Christopher Norton | Apr 30, 2021 | Christopher, Podcasts
Ever wanted to learn how to produce a live show? We did, and we thought, “how hard can it be?” So, we decided to learn by doing, live – for all the world to see. Join us as we discover: What works What doesn’t What surprised us We hope you enjoy and follow us on...
by Jennifer Burton | Apr 23, 2021 | Christopher, Jeff, Jen, Kaitlyn, Manish, Podcasts
Ever wish you read more? We did, so we started a book club. Join us as members of the Potomac team sit down to share our takeaways from “Delivering Happiness,” the Zappos story, including: Making customer services the responsibility of the entire company The power of...
by Manish Khatta | Apr 20, 2021 | Manish, Podcasts
We believe the days of bland opinionless commentary should be put firmly behind us. You can only add value when you actually lend perspective. Our special guest this week, JC Parets, CMT, shares how he delivers on this shared belief as Chief Market Strategist at All...
by Manish Khatta | Apr 16, 2021 | Christopher, Manish, Podcasts
We’re back! More news, more gossip. What’s overrated? What’s underrated? We rank: Rithotlz crosses $2B Google cancels remote work WTF is happening with Seed Money? Tiffin Group buys Totum Risk Morningstar ranks SMAs Foreside launches RevBuilder360 We hope you enjoy...
by Jeff Goodnow | Apr 13, 2021 | Jeff, Podcasts
After the hilarity of our April Fool’s “NFT Launch,” and our episode about the campaign on Build In Public, one question has remained for many advisors: WTF is an NFT anyway? Marketing Associate, Martina Beda, joins Jeff Goodnow to solve this riddle in 10 questions:...
