Despite the unique challenges of the previous year, Potomac undertook an evolution in how we support Advisors. It was a fascinating year with tremendous results. But if 2020 saw growth, 2021 will be a rocketship. In our season four premier we discuss what’s next in elevating the Advisor Experience:

  • Expansion of the Union UMA
  • SMA Portal
  • Community Center
  • Video
  • Potomac Conference

We hope you enjoy and follow us on this journey!
Listen on Acast
Subscribe in Apple Podcasts
Subscribe in Google Play

Show Notes:

Union UMA 


The Mandalorian
The Morning Show

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.