by Manish Khatta | Dec 16, 2020 | Podcasts
It’s our season three finale and we’re bringing the entire Potomac leadership team to talk through what went down in 2020. What surprised us and what were the pain points? We discuss the good, the bad, the ugly, and the awesome across: Operations Marketing Client...
by Jeff Goodnow | Dec 9, 2020 | Jeff, Podcasts
From time-to-time we come across an investment strategist engaged in truly interesting work, and we want to share what we’ve found. In what will be the first in a series of strategists, we sit down with Kim Arthur of Main Management to discuss their work: Firm...
by Manish Khatta | Dec 2, 2020 | Podcasts
The abrupt closer of Oranj left a number of Advisors scrambling. While a challenging situation, we discuss how this should serve as a larger wakeup call for the industry: What went wrong with Oranj What this means for the future of Fintech What Advisors should be...
by Manish Khatta | Nov 24, 2020 | Podcasts
Seasonality trading is a term that gets thrown around a lot, but what exactly is it? And can you (or should you) build a trading system around it? We look at specific examples: Individual Holidays Month/Quarter End Presidential Seasonality We hope you enjoy and follow...
by Christopher Norton | Nov 18, 2020 | Podcasts
We’ve debated whether social media is a good use of time, but however you’re engaged you must be compliant. You also want to be timely, collaborative, and hopefully effective. Our guest today, Ben Pankonin of Social Assurance, has built a technology for the financial...
by Manish Khatta | Nov 11, 2020 | Podcasts
Sometimes our life experiences throw us a topic and we just have to talk about it. From individual users to small businesses, it seems like pricing never seems to favor the little guy: Software subscriptions Booking fees and tipping Hidden charges Help your clients be...
