The Next Frontier  for Financial Advisor Growth

The Next Frontier
for Financial Advisor Growth

I recently wrote about how financial advisors can 10x their firm in a short period of time.  We are now making a big new bet on something old, which we believe will increase our business by 20x in the next 5 years.  Mark my words!  While the industry is yelling at you...
Guardrails 8-Bit Version

Guardrails
8-Bit Version

Our April Fools gag for 2024 was one for the books. And while we don’t (yet) support vintage gaming systems, we are hard at work creating tools to better server your clients. Get updates on our TAMP Union, here. Potomac Fund Management ("Company") is an...
Why Advisors Need an OCIO

Why Advisors Need
an OCIO

Flashback to thirty years ago: financial advisors only had a limited number of institutional investment strategists available to them. Instead of vetting those few, advisors would typically create a basic asset allocation from a group of mutual funds. Suppose the...
The Employee Turnover is Unacceptable

The Employee Turnover
is Unacceptable

I have always subscribed to Marcus Lemonis’ three P’s of business: people, process, and product. After taking over the company in 2017, I focused on the process and product part of this equation. I have always thought if you nail the process and product portion,...