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 11
Chad Disbennett, CFP®
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
WHO ARE You?
In the News
Read what RIABiz called “…a show designed to get RIAs to talk without an insufferable stream of businesspeak.”
Discover why we sat on this idea for so long, and what we have learned by going for it.
Episode 12 countdown
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Upcoming
Episodes
Shot on location around the country, the show will be released monthly (ish).
Jeff Goodnow
Bethesda, MD
Jan 22
Janet M. Goulart, RICP®, CLTC®, LUTCF®
East Greenwich, RI
Mar 19
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