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Book Club (E3)
Creative Confidence
Lessons from IDEO, the global design and innovation company, from a book by their founders titled, “Creative Confidence.”
Book Club (E2)
Delivering Happiness
Ever wish you read more? We did, so we started a book club. Join us as members of the Potomac team sit down to share…
Check Yourself Before
You Wreck Yourself
The fastest growing companies use business intelligence to gain a growth advantage over their peers.
Customer service: The most boring, and important,
aspect of your firm
In this guest column for Investment News, Manish Khatta discusses why boring old customer service is so important.
Check Yourself Before
You Wreck Yourself
The fastest growing companies use business intelligence to gain a growth advantage over their peers.
Death of a (Whole) Salesman
(Guest Column)
This was an age before (the industry had fully adopted) the internet, when the local wholesaler reigned supreme.
Kaitlyn Humphries is an operations guru who oversees the back office, billing, and trading for Potomac. She loves building lasting relationships with her team and the advisors they service. Also loves happy hour.
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- SUSHI 88%
- TACOS 93%
- CHARCUTERIE 79%