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 05

Manish Khatta

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 06 countdown

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Upcoming

Episodes

Shot on location around the country, the show will be released monthly (ish).

Aaron Cirksena

Annapolis, MD

Jan 23

Alisa Zelaya-Perez and Gilbert Perez

Fort Worth, TX

Feb 27

Chanda Sour

Houston, TX

Mar 27

Dan Russo, CMT

New York, NY

Apr 24

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