Project Management Associate
Teasha seeks adventure in everything, and has yet to meet a challange that forced her to back down.
Five tips and observations to help advisors navigate the new normal while getting the most out of seeing their clients outside the zoom box.
In their first in-person podcast, the Marketing Team discusses their experience being “Zillenials” at an RIA, and going all-in on TikTok.
Grab your favorite feathered headdress and join us as we spill what’s overrated and what’s underrated LIVE from fabulous Las Vegas!
The word “TAMP” is thrown around this industry a lot. You may be saying to yourself, “I don’t even know what a f/**ing TAMP is.”
WealthOS to give RIAs their own operating system, Goldman Sachs RIA custodian delayed, one-page financial plans, and more.
If you’re planning to grow your business, your business will need exposure—consistently. SEO can help Advisors stand out
Teasha Torpy is a logistics master, overseeing daily project management and events for Potomac.
Her passion for skydiving, rock climbing, hiking, and adrenaline does not make the company nervous. At all.
- DOG MOM 98% 98%
- BOY MOM 100% 100%
- live EDGE WOOD FURNITURE BUILDER 97% 97%
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