by Manish Khatta | Jan 19, 2021 | Podcasts
As Potomac has grown, we’ve had to rethink how we hire, train, and retain great team members. Whether you’re a remote workforce like ours, or not, this decade demands Advisors take a new approach to each step in this process: Utilizing the best online tools for...
by Christopher Norton | Jan 12, 2021 | Podcasts
In our industry, it can often feel like the same people are talking about the same things over and over again. So, while our guest today is one of our industry’s most beloved voices, we’re not going to talk about our own perspectives at all. We sit down with Samantha...
by Manish Khatta | Jan 5, 2021 | Podcasts
Despite the unique challenges of the previous year, Potomac undertook an evolution in how we support Advisors. It was a fascinating year with tremendous results. But if 2020 saw growth, 2021 will be a rocketship. In our season four premier we discuss what’s next...
by Manish Khatta | Dec 16, 2020 | Podcasts
It’s our season three finale and we’re bringing the entire Potomac leadership team to talk through what went down in 2020. What surprised us and what were the pain points? We discuss the good, the bad, the ugly, and the awesome across: Operations Marketing Client...
by Jeff Goodnow | Dec 9, 2020 | Podcasts
From time-to-time we come across an investment strategist engaged in truly interesting work, and we want to share what we’ve found. In what will be the first in a series of strategists, we sit down with Kim Arthur of Main Management to discuss their work: Firm...
by Manish Khatta | Dec 2, 2020 | Podcasts
The abrupt closer of Oranj left a number of Advisors scrambling. While a challenging situation, we discuss how this should serve as a larger wakeup call for the industry: What went wrong with Oranj What this means for the future of Fintech What Advisors should be...
