A native of Michigan, Chase loves all the beauty it has to offer – enjoying every moment with his wife Savanah and dog Winston.
Potomac Fund Management continues to cross milestones as they double down on evolving the advisor experience.
Lessons from IDEO, the global design and innovation company, from a book by their founders titled, “Creative Confidence.”
What are the best tools for Financial Advisors to run an RIA? Learn from your peers as we share what works for us.
The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial Advisors.
How can customizations and more specifically, custom SMAs, provide added benefits for Financial Advisors?
Following our “February Hot Takes” we dive deeper into Donor Advised Funds. How can they help advisors grow?
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%
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