Spotlight Brookmont  (S4 E14)

Spotlight Brookmont
(S4 E14)

At Potomac, we are passionate about educating advisors. This includes increasing awareness of strategists like Brookmont, available on platforms like Envestnet, Orion Communities, and now the Union UMA. We sit down with CIO Ethan Powell to discuss their work: Firm...
Donor Advised Funds  (S4 E9)

Donor Advised Funds
(S4 E9)

In our “February Hot Takes” podcast episode, we briefly discussed the incredible uptick in the use of Donor Advised Funds. We thought the topic deserved deeper exploration, so this week our Director of Advisor Experience, Jennifer Burton, joins host, Jeff...
February Hot Takes  (S4 E8)

February Hot Takes
(S4 E8)

There is a new opportunity for financial advisors: Donor Advised Funds. What are they? How do they work? Who can use them? We discuss this in February’s Hot Takes, along with: Buying Clients Why we were wrong about Cetera We hope you enjoy and follow us on this...
Custom SMA and Direct Indexing  (S4 E5)

Custom SMA and Direct Indexing
(S4 E5)

Both in the financial media and in conversations we’ve been having, two ideas have been hot topics lately. Are they fads? Are they overhyped? Does it matter? We dive in and hit three key points: High Concentration Taxation Themes (ESG, etc.) We hope you enjoy...
January Hot Takes  (S4 E4)

January Hot Takes
(S4 E4)

Our lot in life is not to have salon quality hair and read the news. So rather than simply report, we offer our genuine and unfiltered thoughts on current events in the financial advisory world, including: Baron Partners vs. Ark Invest Cetera adds Riskalyze Altruist...