by Jeff Goodnow | Oct 20, 2020 | Jeff, Podcasts
While a plethora of systems exist for selecting indicators, we frequently field questions from advisors about our process. In this episode, we discuss how Potomac chooses and uses various indicators, as well as how we combine them: What precisely is an indicator? How...
by Jeff Goodnow | Oct 13, 2020 | Podcasts
As we enter the fourth quarter of this incredible year, we look at the top content advisors have gravitated to in the third quarter of the year: What was expected What surprised us What this means for Advisors We hope you enjoy and follow us on this journey!Subscribe...
by Jeff Goodnow | Sep 29, 2020 | Jeff, Podcasts
An OCIO, or Outsourced Chief Investment Officer, is becoming more and more commonplace with Advisors. But what exactly does that entail, who is actually using them, and what does that relationship look like? We break down: What does an OCIO actually do? How precisely...
by Jeff Goodnow | Sep 22, 2020 | Podcasts
There is often confusion with advisors, and in the wider industry, about the value of a TAMP vs a Model Marketplace. This is especially relevant with the push by regulators, broker/dealers, etc. to move toward advisory, but away from the advisor-driven portfolio...
by Jeff Goodnow | Sep 15, 2020 | Podcasts
Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one. As we continue to work with...
