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 Experience
  • Union UMA Launch
  • What’s Next in 2021
Disclosure: This information is prepared for general information only and should not be considered as individual investment advice nor as a solicitation to buy or offer to sell any securities. This material does not constitute any representation as to the suitability or appropriateness of any investment advisory program or security. Please visit our FULL DISCLOSURE page.