What’s In A Name?

What’s In A

If you were at the Jolt! marketing conference, on social media, or in any way plugged into the wider wealth tech industry in the past two weeks, you’d have been hard-pressed to escape the word “rebrand.” It’s been a hot topic of discussion (debate), and for good...
What Would You Say You Do Here?

What Would You Say
You Do Here?

Almost a year ago to this day, I wrote a piece about marketing at Potomac that we eventually called, “Shifting Gears.” It was less a sit-down-thoughtful-moment, and more a stream of consciousness spewed on Twitter one night when my frustration with the world had...