There is a new opportunity for financial advisors: Donor Advised Funds. What are they? How do they work? Who can use them? We discuss in February’s Hot Takes, along with:

• Buying Clients
• Why we were wrong about Cetera

We hope you enjoy and follow us on this journey! If you have any ideas, comments or suggestions please fire them our way.

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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.

Hosted on Acast. See acast.com/privacy for more information.

Welcome to a new series from the Conquer Risk Podcast. There is so much news flying around, we barely have time to process it all. What’s overrated? What’s underrated? We rank:

·       TD Ameritrade Customer Service

·       SEC Advisor Testimonial Rule

·       Vise Recent Round of Funding

·       Custom SMAs

·       Vertical Video

·       Franklin Templeton’s Robo

·       Orion and Focus Financial’s Cash Venture

Learn more about Potomac Fund Management: https://potomacfund.com/

Disclosure: http://bit.ly/2l3OvaL

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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:

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

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.

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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.

Both in the financial media and in conversations we’ve been having, two ideas have been hot topics lately. Are they fads? Are they overhyped? Does it matter? We dive in and hit three key points:

• High Concentration
• Taxation
• Themes (ESG, etc.)

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.

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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.

Our lot in life is not to have salon quality hair and read the news. So rather than simply report, we offer our genuine and unfiltered thoughts on current events in the financial advisory world, including:

• Baron Partners vs. Ark Invest
• Cetera adds Riskalyze
• Altruist raises funding
• You. Can’t. Scale. Service.

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

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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.

As Potomac has grown, we’ve had to rethink how we hire, train, and retain great team members. Whether you’re a remote workforce like ours, or not, this decade demands Advisors take a new approach to each step in this process:

• Utilizing the best online tools for recruitment
• Training in a remote environment
• Retention strategies beyond salary

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

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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.

In our industry, it can often feel like the same people are talking about the same things over and over again. So, while our guest today is one of our industry’s most beloved voices, we’re not going to talk about our own perspectives at all. 

We sit down with Samantha Russell to share stories of where advisors have found success growing their business:

• Creating a Niche
• Using Social Media
• Socially Distanced Events
• Non-Traditional Communications

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

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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.

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! 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.

It’s our season three finale and we’re bringing the entire Potomac leadership team to discuss what went down in 2020. We discuss the good, the bad, the ugly, and the awesome across:

• Operations
• Marketing
• Client Experience
• Union UMA Launch
• What’s Next in 2021

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.