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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:
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Subscribe in Google Play
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.
By Potomac Studios5
1111 ratings
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:
We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.
Make sure you subscribe to never miss an update.
Listen on Acast
Subscribe in Apple Podcasts
Subscribe in Google Play
Learn more about Potomac Fund Management: https://potomacfund.com/
Read our blog: https://blog.potomacfund.com/
Disclosure: http://bit.ly/2l3OvaL
Hosted on Acast. See acast.com/privacy for more information.

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