Potomac Fund Blog


HSAs can be a niche market for Advisors

The business of personal financial advice is a crowded one. As a financial advisor, you are one of more than 200,260 people seeking to earn a living and build a career by ...
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Firm CPR: How to Find a Good Manager (Ep 23)

Our twenty-third episode features a recurring conversation we've been having recently with Advisors, how to construct a portfolio of managers. We discuss: Meeting ...
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Why the Media is Not Your Client's Friend (Ep 21)

In our twenty-first episode we discuss the impact of the media, social media, those who abuse their platform – and the effect on Advisor's clients: Does the media exist ...
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Schwab: The Takeover (Ep 20)

In our twentieth episode we discuss Schwab's takeover of TD Ameritrade, it's impact on the industry, and what it means for Advisors: How The Race to Zero made this ...
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