by Potomac | Jul 29, 2022 | Chase, Christopher, Dan, Jeff, Jen, Kaitlyn, Manish, Martina, Podcasts
Ever wonder what it would look like if our company competed in a cooking competition? During our retreat in Denver, we did just...
by Potomac | Jul 7, 2022 | Advisors, Chase, Christopher, Jeff, Jen, Kaitlyn, Martina
The experience of our first company retreat was a shared one, each with our own “firsts” and favorite moments. It seemed more fitting not to share it from a single perspective but collectively as a team. What follows is told in our own words, each of us contributing...
by Potomac | Jun 9, 2022 | Advisors, Manish
Any (good) RIA business owner will have a mentor(s) to lead them. Business is a contact sport, and taking a docile approach always loses. We need the tenured professionals around us as a guide when starting, or evolving, any business —it’s a missed opportunity if you...
by Potomac | May 13, 2022 | Martina, Podcasts
In their first in-person podcast, the Marketing Team discusses their experience being “Zillenials” at an RIA, and going all-in on...
