We partner with financial advisors with the goal of providing the one thing money can't buy: Time
By outsourcing investment management responsibilities to Potomac, our financial advisors have more time to spend planning, supporting and directing their client's financial goals.
As an independent financial advisor, you have a lot on your plate. In addition to managing your client relationships, you must also run your business and manage your employees. Being a small business owner brings an entirely new array of challenges that can take away from the very reason you got into this business: to help clients reach their financial goals.
We know how frustrating it can be when you have a simple problem and call a big company looking for a simple solution. You are put in a long phone queue, given a case number and promised a return call, which often takes days to receive. There is no personal attention to your very personal needs.
Potomac is different because we are a small company and we plan to keep it that way. Yes, you heard that correctly—we want to remain small and nimble so we can provide the best customer service in the business to our partner advisors.
We are big believers in outsourcing as much as possible to trusted business partners to leverage our own time. We believe that financial advisors should also embrace outsourcing, to focus on growing and nurturing their client relationships while keeping their business running efficiently.
Each year, we talk to thousands of advisors across the country. We find that overwhelmingly those who are most successful typically outsource money management. These advisors can spend more time doing what they love and help their clients secure their financial future.
Most of our prospective advisors think of Potomac as just a money management firm, and judge the price of admission based upon that premise. But we are more than just a money manager!