Last December we did a podcast titled, “Firm CPR: How to Find a Good Manager.” In retrospect, that episode was really about (and now renamed) “How to Evaluate a Manager” as we began from the perspective of having already found one.

As we continue to work with independent advisors this year, we’ve found something interesting: advisors don’t really have a great way to even begin a search for good manager. 

In what amounts to our first prequel episode, we discuss:

• Where does one search?
• Do custodians offer a solution?
• Advisor networking
• Software solutions

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

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