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.
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16
AGE I BEGAN
INVESTING
Education Station (E1)
Insight by Potomac
The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database.
Introducing
The OGs (E1)
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and TAMP.
Potomac Couch (E5)
The One with Our Spouses
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
Book Club (E4)
Crush It!
Lessons from Crush It!: Why NOW Is the Time to Cash In on Your Passion, the legendary book from Gary Vaynerchuk.
Financial Planning in the New Age
(S4 E24)
Potomac Fund Management’s TAMP, the Union UMA, now features a dynamic financial planning tool available for both desktop and mobile.
Good as Hell
(S4 E23)
Potomac Fund Management continues to cross milestones as they double down on evolving the advisor experience.
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