by Jeff Goodnow | Aug 12, 2021 | Advisors, Investment Management, Jeff
As we move into an environment where more and more advisors are outsourcing portfolio management, it is critical that you have a way to evaluate each provider before you jump into an engagement with them. So, how do you decide which providers will be best for both...
by Jeff Goodnow | Aug 10, 2021 | Jeff, Manish, Podcasts
In a special episode of the Conquer Risk Podcast, Jeff Goodnow is joined by our resident planning expert Evan Schreiner to discuss the new Financial Planning tool now available in Potomac’s Union UMA. Advisors need to facilitate dynamic, ongoing planning...
by Jeff Goodnow | Jun 4, 2021 | Chase, Jeff, Martina, Podcasts
We’re back with Potomac Couch! After nearly 100 episodes of the Conquer Risk podcast… what do you do with almost 200 recommendations? Re-watch them and provide, well, let’s say feedback. We picked four clips at random and let members of our team react. We hope...
by Jeff Goodnow | Apr 13, 2021 | Jeff, Martina, Podcasts
After the hilarity of our April Fool’s “NFT Launch,” and our episode about the campaign on Build In Public, one question has remained for many advisors: WTF is an NFT anyway? Marketing Associate, Martina Beda, joins Jeff Goodnow to solve this riddle in 10 questions:...
by Jeff Goodnow | Apr 6, 2021 | Jeff, 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...
