Spotlight Brookmont  (S4 E14)

Spotlight Brookmont
(S4 E14)

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...
Build in Public (E2)  Potomac NFTs

Build in Public (E2)
Potomac NFTs

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...
2 Legit 2 Quit  (S4 E13)

2 Legit 2 Quit
(S4 E13)

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...
Business Intelligence  (S4 E12)

Business Intelligence
(S4 E12)

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...
Blowing up Benchmarks  (S4 E11)

Blowing up Benchmarks
(S4 E11)

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...