EDUCATION ASSOCIATE EAST REGION
SHELLY
BROCKMAN
A quirky blend of analytic and creative, shoe obsessed, non-fiction book nerd. Shelly loves her morning routine of yoga, coffee and cuddles with her kiddos.
LEARN MORE
16
AGE I BEGAN
INVESTING
Good as Hell
(S4 E23)
Potomac Fund Management continues to cross milestones as they double down on evolving the advisor experience.
Book Club (E3)
Creative Confidence
Lessons from IDEO, the global design and innovation company, from a book by their founders titled, “Creative Confidence.”
Tools to Build a Successful RIA
(S4 E22)
What are the best tools for Financial Advisors to run an RIA? Learn from your peers as we share what works for us.
Potomac Couch (E2)
Live Long and Prosper
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
Transition to Model Custom Management
(S4 E19)
How can customizations and more specifically, custom SMAs, provide added benefits for Financial Advisors?
Donor Advised Funds
(S4 E9)
Following our “February Hot Takes” we dive deeper into Donor Advised Funds. How can they help advisors grow?
Shelly Brockman is a connector, educator and community builder with a passion for strategy. She focuses on creating the optimal experience for each advisor relationship and being a champion for their goals.
Life Philosophy: Success is not a universal definition.
- horseback riding 80%
- paddle boarding 95%
- running 75%
CONNECT WITH ME!
DM < EMAIL
@SHELLYBROCKMAN