One opportunity we don’t hear talked about enough, is learning from people outside the industry. What can advisors pick up from other small business owners? What success can they replicate with their own clients and prospects?

Our guest this week, Brett Clarke, an Orion Portfolio Solutions alum, shares what he’s learned as a small business owner since leaving the industry:

• How the Financial Advisor / Home Builder prospects are similar
• How you think about your business (as a small business) can change how you market
• What can make your business stand out in a sea of competitors
• Changes you can make right now

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/

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