How Your Custodian Makes Money  (S4 E7)

How Your Custodian Makes Money
(S4 E7)

Reddit, Robinhood and the rise of meme stocks have brought investments into the news in new ways. With that, have come renewed questions on how custodians make money. While some utilize ticket charges or custody fees, others claim to be free. Since nothing is ever...
Advisor Communication is Broken  (S4 E6)

Advisor Communication is Broken
(S4 E6)

It’s a hard truth to face, but the fact is the way advisors communicate to clients is broken. Just because it’s always been done a certain way, doesn’t mean it will always work – or – as we say for investments, “past returns are not always indicative of future...
Hiring, Training, and Retaining Talent  (S4 E3)

Hiring, Training, and Retaining Talent
(S4 E3)

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...
The Rocketship (S4 E1)

The Rocketship
(S4 E1)

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...