Potomac Fund Blog


LinkedIn for Financial Advisors and the Charlatans of Rate Chasing (Ep. 9)

  During this episode we discuss: Why Financial Advisors need to get serious about Linkedin and how most are approaching it wrong. Advising clients to watch out for the ...
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Financial Advisors Can Help 403(b) Participants! (Ep 8)

  During this episode we discuss: Breaking the myths and misconceptions of the 403(b) plan participant market for advisors. Why 403(b) plan participants need more help ...
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The Inverted Yield Curve is Coming to Kill You! (Ep 7)

  During this episode we discuss, The truth behind the inverted yield curve The deductibility of management fees for non-qualified annuities Random useless information ...
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Benchmarks Are More Dangerous Than Trade Wars (Ep 6)

  During this episode we discuss, The dangers of benchmark centric investing The process of remote hiring for RIA’s Random useless information We hope you enjoy and ...
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