by Christopher Norton | Jun 17, 2021 | Chase, Copaflyer, Goodnow, Jen, Jordan, Martina, Podcasts
Do you dream of infusing the creativity of a global innovation firm into your practice? Likely no, but that doesn’t mean it’s a bad idea. For this meeting of the Potomac Book Club, we read “Creative Confidence,” from the founders of IDEO. We share: What we like and...
by Jennifer Burton | Apr 23, 2021 | Jen, Jordan, Martina, Podcasts
Ever wish you read more? We did, so we started a book club. Join us as members of the Potomac team sit down to share our takeaways from “Delivering Happiness,” the Zappos story, including: Making customer services the responsibility of the entire company The power of...
by Jennifer Burton | Mar 25, 2021 | Advisors, Investment Management, Jen
Over the next 10 years, Cerulli estimates more than 111,500 advisors will retire representing more than one-third of the workforce and assets. Frankly, they have been saying this for a long time and much of it is nonsense but let’s play ball. If you have been a...
