Potomac Presents
Who Are You?
Serious doesn’t have to mean boring. Join us as we adventure with some of the most dynamic people in the industry.
Episode 06
Aaron Cirksena
Why
Create This?
Collectively, the wealth management industry has done a poor job introducing the amazing people behind the work.
We are determind to change that.
The most important professional relationship of our lives should be defined by connection and insight. Not financial technobabble.
Christopher Norton
Host
In the News
I’m sorry,
Who Are You?
Read what RIABiz called “…a show designed to get RIAs to talk without an insufferable stream of businesspeak.”
Episode 07 countdown
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Upcoming
Episodes
Shot on location around the country, the show will be released monthly (ish).
Alisa Zelaya-Perez and Gilbert Perez
Fort Worth, TX
Mar 13
Chanda Sour
Houston, TX
Apr 24
Robert Sofia
Hiawassee, GA
Jun 12
Dan Russo, CMT
New York, NY
Jul 24
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