The OGs (E2)
Tiny Hands

by Manish Khatta | Jan 18, 2022 | Christopher, Jeff, Jen, Manish, Podcasts

The OGs sit down to discuss all we’ve accomplished in 2021, and more importantly, what each department has planned for the year...

Drinks Well with Operations (E4)
Pain Points

by Jennifer Burton | Dec 9, 2021 | Chelsea, Evan, Jen, Kaitlyn, Podcasts

Ops is back with another episode of Drinks Well with Operations to discuss the pain points we’ve been dealing with on a daily...

Introducing
The OGs (E1)

by Manish Khatta | Oct 15, 2021 | Christopher, Jeff, Jen, Manish, Podcasts

The Potomac OGs share what’s next in Investments, Marketing, Education, and Operations for a growing RIA and...

Drinks Well with Operations (E3)
A Day in the Life

by Jennifer Burton | Oct 12, 2021 | Chelsea, Evan, Jen, Kaitlyn, Kayla, Podcasts

In our third outing on the Drinks Well podcast, our Operations team breaks down their typical workday. We discuss the creation of intentional overlap as we provide service across the country and where there is separation of...

Potomac Couch (E5)
The One with Our Spouses

by Christopher Norton | Sep 24, 2021 | Christopher, Jeff, Jen, Manish, Podcasts, Potomac Couch

The true people’s couch is the Potomac Couch. The ultimate recommendation show for Financial...

Book Club (E4)
Crush It!

by Jeff Goodnow | Aug 27, 2021 | Chelsea, Dan, Evan, Jeff, Jen, Jordan, Kayla, Manish, Martina, Podcasts, Shelly

Did we read a book that encourages everyone to quit their job and follow their passions? Maybe. But this legendary read from Gary Vaynerchuk is about so much more. Join us as we discuss “Crush It!” and share: What we like and what we didn’t Our favorite stories...