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, Martina, 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:...
by Jeff Goodnow | Apr 6, 2021 | Jeff, Podcasts
At Potomac, we are passionate about educating advisors. This includes increasing awareness of strategists like Brookmont, available on platforms like Envestnet, Orion Communities, and now the Union UMA. We sit down with CIO Ethan Powell to discuss their work: Firm...
by Christopher Norton | Apr 2, 2021 | Christopher, Martina, Podcasts
On April 1st, 2021 (the day before this was published) we launched a one-day, over-the-top, and completely fake campaign for Potomac NFTs. In this episode of Build in Public, our marketing team breaks down their April Fools’ meme: HOW we built it WHY we built it...
by Manish Khatta | Mar 29, 2021 | Christopher, Jeff, Jen, Manish, Podcasts
2021 has seen a dynamic evolution of Potomac’s business and phenomenal growth in this podcast, but (we) don’t quit no! (we) just press harder: Build in Public Operational Advancements Marketing Engagement New Managers New Hires What’s Next We hope you...
