EDUCATION ASSOCIATE EAST REGION
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.
AGE I BEGAN
Potomac Fund Management continues to cross milestones as they double down on evolving the advisor experience.
Lessons from IDEO, the global design and innovation company, from a book by their founders titled, “Creative Confidence.”
What are the best tools for Financial Advisors to run an RIA? Learn from your peers as we share what works for us.
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
How can customizations and more specifically, custom SMAs, provide added benefits for Financial Advisors?
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% 80%
- paddle boarding 95% 95%
- running 75% 75%
CONNECT WITH ME!
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