by Jeff Goodnow | Apr 6, 2021 | Podcasts
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...
by Jeff Goodnow | Mar 2, 2021 | Podcasts
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...
by Jeff Goodnow | Feb 19, 2021 | Podcasts
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...
by Jeff Goodnow | Feb 2, 2021 | Podcasts
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...
by Jeff Goodnow | Jan 25, 2021 | Podcasts
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...
