by Manish Khatta | Jan 19, 2021 | Podcasts
As Potomac has grown, we’ve had to rethink how we hire, train, and retain great team members. Whether you’re a remote workforce like ours, or not, this decade demands Advisors take a new approach to each step in this process: Utilizing the best online tools for...
by Manish Khatta | Jan 5, 2021 | Podcasts
Despite the unique challenges of the previous year, Potomac undertook an evolution in how we support Advisors. It was a fascinating year with tremendous results. But if 2020 saw growth, 2021 will be a rocketship. In our season four premier we discuss what’s next...
by Manish Khatta | Dec 16, 2020 | Podcasts
It’s our season three finale and we’re bringing the entire Potomac leadership team to talk through what went down in 2020. What surprised us and what were the pain points? We discuss the good, the bad, the ugly, and the awesome across: Operations Marketing Client...
by Manish Khatta | Dec 11, 2020 | Investment Management
In a recent blog we discussed the perfect record of a breadth thrust in relation to subsequent market gains. Our definition of a breadth thrust is: …when you have an extreme number of stocks advancing, rather than declining over a short period of time. While we have...
