Book Club (E1)  Excellence Wins

Book Club (E1)
Excellence Wins

Ever wish you read more? We did, so we started a book club. This series from the Conquer Risk Podcast will feature the full Potomac team, as we explore stories (we hope) will make us better at what we do. In our inaugural episode, we share our takeaways from...
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...