by Manish Khatta | Sep 24, 2020 | Advisors, Union
Last summer we undertook the process of updating our brand and rebuilding our website. Beyond the simple aesthetics, the primary objective was to focus our messaging. Potomac’s mission is to help advisors succeed. We wanted to make that so clear, that you would never...
by Jeff Goodnow | Jul 21, 2020 | Podcasts, Union
The independence movement is still in full force with Advisors, but this can mean many things and there are multiple levels of “independence.” In this episode of the Conquer Risk, podcast we break down the key steps to consider before taking the leap, including:...
by Jeff Goodnow | Jul 14, 2020 | Podcasts, Union
In speaking with advisors, the biggest frustration we found with UMA/Multi-Strategist solutions was poor service. Across the board. For the season three premier of the Conquer Risk podcast, we discuss how we built Union to create a better experience point-by-point:...
by Manish Khatta | Jul 14, 2020 | Union
by Jeff Goodnow | Jul 14, 2020 | Podcasts, Union
The final entry in our “making of a platform” is here and it’s a BIG one, as we share our vision behind the Union UMA. We’ve been listening to advisor’s frustrations for years, and we’ve built this solution with one principle in mind – your business matters:...
