by Shelly Brockman | May 19, 2022 | Advisors, Chase, Jeff, Shelly
Advisor-Client Events Have Changed For the past two years, we have faced this large absence of physical connection in our lives—it cascaded into the microscopic details of our everyday routine. Transitioning the breakfast table into a classroom, eating at your...
by Chase Smith | Apr 21, 2022 | Advisors, Chase, Jeff, Shelly
Before we TAMP Advisors are basically the therapists of the financial world. They know a lot about clients—their job, family, financial situation, financial goals, etc.; then, they conceptualize a plan to ensure their clients can build financial wealth that fulfills...
by Christopher Norton | Apr 1, 2022 | Chase, Christopher, Dan, Jeff, Jen, Jordan, Kaitlyn, Manish, Martina, Podcasts, Shelly
In lieu of our usual April Fools’ Day silliness, we thought we would share some of our favorite unintended moments together as a...
by Jeff Goodnow | Mar 4, 2022 | Chase, Jeff, Podcasts, Shelly
The AE team discusses calming nerves around volatility, preparing for the return of student loans, and communicating risk range with...
by Potomac | Mar 3, 2022 | Advisors, Investment Management, Shelly
When Shelly Brockman, Potomac’s Education Associate, entered the industry 20 years ago, she remembers how wives were rarely involved in client meetings; advisors solely worked with the head of the household; and most of the time, the breadwinners ended up being the...
by Jeff Goodnow | Dec 16, 2021 | Dan, Jeff, Martina, Podcasts, Shelly
For the last Culture Club episode of the year, Jeff chose a holiday classic, National Lampoons Christmas...
