2 Legit 2 Quit  (S4 E13)

2 Legit 2 Quit
(S4 E13)

2021 has seen a dynamic evolution of Potomac’s business and phenomenal growth in this podcast, but (we) don’t quit no! (we) just press harder: Build in Public Operational Advancements Marketing Engagement New Managers New Hires What’s Next We hope you...
Business Intelligence  (S4 E12)

Business Intelligence
(S4 E12)

In three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses. What does that mean? It’s called...
Blowing up Benchmarks  (S4 E11)

Blowing up Benchmarks
(S4 E11)

Benchmarking in this industry has become a mess. To solve this, we’re taking our usual subtle approach: burning it to the ground and building something better. Why benchmarking is broken Why newer approaches are flawed How we’ve solved this for Potomac We hope...
RIA Testimonials  (S4 E10)

RIA Testimonials
(S4 E10)

Last Friday the SEC approved the new RIA Testimonial rule, which will go into effect May 4th of this year. What does this mean for Advisors? Is there a genuine opportunity here, or is it all flash? We discuss: Types of Testimonials How it could be used in your...