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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.
By Potomac Studios5
1111 ratings
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.

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