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