Ops Associate West Region
A home chef and baker, if you can’t find Kayla cooking up a storm in the kitchen, you’ll find her outside hiking and swimming.
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and TAMP.
How to create operational efficiencies within a TAMP. Utilizing your teams strengths to improve what you do and streamline efforts.
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
As more advisors are outsourcing portfolio management, it is critical that you have a way to evaluate each provider.
Goals is a word that is thrown around a lot in financial planning. So much so that most of us are dead tired of it.
The first step in crafting your new client communication model is always the hardest, but rarely (if ever) have we seen advisors regret taking the leap.
Kayla Mahler is dedicated to providing the highest level of customer service to all Potomac’s advisors. She currently serves as an associate on the west coast.
Microsoft Excel Superhero.
- WATER 90% 90%
- pixie dust 60% 60%
- CAT FUR 75% 75%
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