It’s a hard truth to face, but the fact is the way advisors communicate to clients is broken. Just because it’s always been done a certain way, doesn’t mean it will always work – or – as we say for investments, “past returns are not always indicative of future success.”

We are very intentional about how we communicate here at Potomac, and we believe how you communicate is an opportunity many advisors don’t fully realize. We break down:

  • Voice vs. Industry Talk
  • Planned Content vs. On-Demand
  • Gated Content vs Transparency
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.