by Christopher Norton | Oct 6, 2020 | Podcasts
The right PR opportunities can open new doors for exposure, while highlighting an individual or firm’s expertise. But is it worthwhile for financial advisors? Our guest Jason Lahita, founding partner of StreetCred Communications, offers his candid and surprising...
by Jeff Goodnow | Sep 29, 2020 | Jeff, Podcasts
An OCIO, or Outsourced Chief Investment Officer, is becoming more and more commonplace with Advisors. But what exactly does that entail, who is actually using them, and what does that relationship look like? We break down: What does an OCIO actually do? How precisely...
by Jeff Goodnow | Sep 22, 2020 | Podcasts
There is often confusion with advisors, and in the wider industry, about the value of a TAMP vs a Model Marketplace. This is especially relevant with the push by regulators, broker/dealers, etc. to move toward advisory, but away from the advisor-driven portfolio...
by Jeff Goodnow | Sep 15, 2020 | Podcasts
Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one. As we continue to work with...
by Jeff Goodnow | Sep 8, 2020 | Podcasts
As an RIA with over 3 decades of experience, Potomac has used several major risk assessment tools and risk tolerance questionnaires. Do they add value? We discuss: Their merit. Their fallacies. Does it matter? We hope you enjoy and follow us on this journey!Subscribe...
by Christopher Norton | Sep 1, 2020 | Podcasts
There is a vast community of Financial Advisors on social media. While it can be a fun way to stay connected, is there any real value in it? Our Director of Marketing, Christopher Norton, sits down for a series of one-on-one conversations to explore this topic from...
