by Jeff Goodnow | Apr 6, 2021 | Podcasts
At Potomac, we are passionate about educating advisors. This includes increasing awareness of strategists like Brookmont, available on platforms like Envestnet, Orion Communities, and now the Union UMA. We sit down with CIO Ethan Powell to discuss their work: Firm...
by Christopher Norton | Apr 2, 2021 | Podcasts
On April 1st, 2021 (the day before this was published) we launched a one-day, over-the-top, and completely fake campaign for Potomac NFTs. In this episode of Build in Public, our marketing team breaks down their April Fools’ meme: HOW we built it WHY we built it...
by Manish Khatta | Mar 29, 2021 | Podcasts
2021 has seen a dynamic evolution of Potomac’s business and phenomenal growth in this podcast, but (we) don’t quit no! (we) just press harder: Build in Public Operational Advancements Marketing Engagement New Managers New Hires What’s Next We hope you...
by Manish Khatta | Mar 22, 2021 | Podcasts
In three decades serving advisors, we’ve seen the full spectrum of their size, design, and success. One thing that has become clear, the most “successful” advisors take an active role in understanding and evaluating their businesses. What does that mean? It’s called...
by Manish Khatta | Mar 17, 2021 | Podcasts
We’re back! More news, more gossip. What’s overrated? What’s underrated? We rank: Apex goes public YCharts adds SMA data Orion buys Hidden Levers Riskalyze launches Build My Tech Stack Walmart rolls out FinTech We hope you enjoy and follow us on this journey!Subscribe...
by Manish Khatta | Mar 16, 2021 | Podcasts
Benchmarking in this industry has become a mess. To solve this, we’re taking our usual subtle approach: burning it to the ground and building something better. Why benchmarking is broken Why newer approaches are flawed How we’ve solved this for Potomac We hope...
