Ops Associate Central Region
EVAN
SCHREINER, CFP®
Born and raised in Northeast Ohio, Evan loves spending his time with friends & family, and helping coach youth wrestling in the winter.
LEARN MORE
01
IDENTICAL
TWIN
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.
Evan Schreiner diligently serves as an operations associate for Potomac’s Central region advisors. He strives to deliver first-class service and support.
Cleveland Browns Fan (Hostage).
- CLEVELAND BROWNS / FLORIDA GATORS FOOTBALL 99%
- COMEDY 77%
- FAMILY 100%
CONNECT WITH ME!
DM < EMAIL
@evenschreiner