As you grow, you can either make things more complicated or utilize your team’s strengths to become more efficient. In this episode, the full operations team lifts the veil on how they’re working to improve. So grab your favorite drink and join us as we discuss:...
As you grow, you can either make things more complicated or utilize your team’s strengths to become more efficient. In this episode, the full operations team lifts the veil on how they’re working to improve. So grab your favorite drink and join us as we discuss:...
Roughly a year ago, Potomac had two people in Operations. Today we have five. Adding staff to your Operations team is about more than just extra help, it’s about evolving how your team functions. In this inaugural episode we break down what we’ve done in the past...
Ever wish you read more? We did, so we started a book club. Join us as members of the Potomac team sit down to share our takeaways from “Delivering Happiness,” the Zappos story, including: Making customer services the responsibility of the entire company The power of...
Over the next 10 years, Cerulli estimates more than 111,500 advisors will retire representing more than one-third of the workforce and assets. Frankly, they have been saying this for a long time and much of it is nonsense but let’s play ball. If you have been a...
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