A native of Michigan, Chase loves all the beauty it has to offer – enjoying every moment with his wife Savanah and dog Winston.
The debut of our Education Team’s podcast comes with the launch of Insight by Potomac, a consolidated information and diligence database.
The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and TAMP.
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
Lessons from Crush It!: Why NOW Is the Time to Cash In on Your Passion, the legendary book from Gary Vaynerchuk.
Potomac Fund Management’s TAMP, the Union UMA, now features a dynamic financial planning tool available for both desktop and mobile.
Potomac Fund Management continues to cross milestones as they double down on evolving the advisor experience.
Chase Smith is laser focused on helping advisors find the right fit. Working to understand advisors’s goals, business structure, and needs, he curates solutions that improve their client’s experience.
Great Lakes >
- playing or watching sports 93% 93%
- craft beer 72% 72%
- iced coffee 85% 85%
CONNECT WITH ME!
DM < EMAIL