A Midwesterner, Tori loves attending Cubs games at Wrigley Field and browsing in a record store.
Lessons from Blend Out, the new marketing book for Financial Advisors from Snappy Kraken CEO Robert Sofia.
We want to guide advisors away from making inevitable mistakes. Rome wasn’t built in a day, and neither was the Conquer Risk Podcast.
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and TAMP.
AssetMark creates SMA Mini-market, 2022 Market Outlook pay-for-play, Franklin Templeton buy O’Shaughnessy Asset Management, and more.
This summer we crossed two important milestones within about a week: $500M AUM/AUA and 100 episodes of the Conquer Risk Podcast.
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
Tori Levy is a graduate of Miami University. She is a copywriting associate with a focus in developing content, editing, and storytelling.
As Joe Maddon once said,
“Try not to suck.”
- OXFORD COMMA 98% 98%
- CUBS 99% 99%
- POP-ROCK BANDS 85% 85%
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