Ops Associate West Region
KAYLA
MAHLER
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.
LEARN MORE
13
BAKER’S
DOZEN
Introducing
The OGs (E1)
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and TAMP.
Drinks Well with Operations (E3)
A Day in the Life
How to create operational efficiencies within a TAMP. Utilizing your teams strengths to improve what you do and streamline efforts.
Potomac Couch (E5)
The One with Our Spouses
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
Third Party Strategists (Part-One)
How to Build Your Own Due Diligence Process
As more advisors are outsourcing portfolio management, it is critical that you have a way to evaluate each provider.
Not Your Grandfather’s
Financial Plan!
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.
Why Financial Advisor Communication is Broken
(And What You Can Do to Fix 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%
- pixie dust 60%
- CAT FUR 75%
CONNECT WITH ME!
DM < EMAIL
@kayla-mahler