The Remote Workplace (S1 E17)

The Remote Workplace
(S1 E17)

In our seventeenth episode we discuss the opportunities (and challenges) of having a remote workplace: Potomac’s experience with working remote Does it work? Do people work? Is it productive? The role technology plays Client perception  We hope you enjoy and...
How I Invest My Money

How I Invest
My Money

I was disappointed after reading an article in The Financial Times that discussed how much of investment managers’ own money is invested in their own products. According to a 2016 study by The Financial Times of data provided by Morningstar, “half of the 15,000 mutual...
Acquisition Opportunities (and Challenges) S1 E13

Acquisition Opportunities (and Challenges) S1 E13

In our thirteenth episode we sit down with guest Alex Chalekian to discuss: Alex and Lake Avenue Financial’s big announcement with Integrated Partners. Alex’s experience gained through previous Advisor acquisitions. What opportunities and challenges can be...