by Jennifer Burton | Jul 15, 2022 | Evan, Jen, Kaitlyn, Podcasts
Bud Light in hand, the Ops Team returns for their first in-person podcast to discuss personalized customer service and what sets us...
by Jennifer Burton | Jun 16, 2022 | Advisors, Jen, Tori
In 2021, our Marketing team detailed how working from home had permanently altered how they conduct their lives—it had become liberating to know they weren’t mandated to sit down at a desk for eight hours, driving 45 minutes back and forth from an office. If Marketing...
by Jennifer Burton | Feb 11, 2022 | Chelsea, Jen, Kaitlyn, Podcasts
Ops is back with another episode of Drinks Well with Operations to discuss our newly launched Union user...
by Jennifer Burton | Feb 10, 2022 | Advisors, Investment Management, Jen
Sixteen years ago, our operations department looked like a standard office—walls of file cabinets, copiers, printers, fax machines, mailing materials, paper checklists. Today, all these technologies are antiquated, and, in Potomac’s case, so is an actual office. We’re...
by Jennifer Burton | Dec 9, 2021 | Chelsea, Evan, Jen, Kaitlyn, Podcasts
Ops is back with another episode of Drinks Well with Operations to discuss the pain points we’ve been dealing with on a daily...
